User:Anarcher

= Transferring files from CMHC to Excel =

Go to “Print Queue”

 * 1) Select the wanted file(click on the wanted file)
 * 2) Click on “Save to PC” on left panel menu
 * 3) Click on Save Button in the popup box
 * 4) Select the Location where you want to save your file and give any name to your file( you can use default report name as well)(default file name is the “report title.cmhc”)
 * 5) Click on “Save” in the popup box
 * 6) When Download is complete message appear click on”CLOSE”
 * 7) Quit from the Print Queue Screen.

Open Excel

 * 1) Click on --> File menu OPEN
 * 2) Open the “folder” on your c: drive where you transferred the file to.
 * 3) NOTE:You have to select “all files” to be able to see it, to open it in Excel
 * 4) Click on “Ok” for this warning message.
 * 5) Select the “Start Import at Row” and change the Row number where you want to import data. #Then Click – Next
 * 6) Now move the tabs to set the column
 * 7) Once to you set the columns, Click -- Next
 * 8) Next screen is defaulted to General; the first column will be highlighted. If there is a column for the client Id, make sure that the column is highlighted and select the TEXT option, this way the Client’s leading zeros in the client Id will stay in place. ( you may want to find any other columns that might have leading zeros and change the default to TEXT so that the leading zeros will stay in place [ zip codes, ss#s etc.])


 * 1) Click on the FINISH button, file is transferred to Excel, format how ever you want and save your file as an Excel file in your local machine