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Save an Export File Layout to Excel

Use the Define Export Definition window to save an export file layout to Excel. You can modify a file layout in Excel and overwrite the existing file layout in AIM with the Excel layout. For more information, see Import a Layout Into an Export File.

To save an export file layout to 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 Export to Excel. The Save As dialog box appears.

  4. In the File name box, type a file name and then click Save.

Related Topics

YGC Export File Layout Definitions