Create an Export File Layout in Excel

Use Microsoft Excel to create an export file layout that you can import into AIM.

To create an export file in Excel

1. In the menu bar, click Tools and then click Export Layout Definer.

2. Click YGC Standard Layout and then click the file layout to define (for example, Bankruptcy, Deceased, Demographics). The Define Export Definition window appears.

3. Click View Excel Sample. Excel opens and displays the file layout.

4. Save the file to any location.

5. Modify the file as necessary.

6. Delete any unused worksheets and save the file.

7. Do the steps to Import a Layout Into an Export File.

Related Topics

YGC Export File Layout Definitions