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Exporting Data From Claim Track To Microsoft Excel
Step 1: Bring up the data you want to export in Claim Track
Step 2: Right Click anywhere on the results area… (Highlighted in Red for this example)
Step 3: Select “Export Results” at the bottom of the dropdown menu.
Step 4: Give the exported results a meaningful name
Step 5: Use the dropdown menu at the top of the page to select where you want to save your results…. Desktop is easy to find, but My Documents or a folder on the S: drive may be best in the long run….
Step 6: Browse to the folder you saved the file in* and open it. It should then open directly in Excel!** (The file will have the extension .tsv, not .xls)
* - You can use “My Computer” or Windows Exploer” to find the file… You could also open up Microsoft Excel and select “File - Open” and browse to the file
** If the file does not open automatically in Microsoft Excel, (which will happen if you reinstall Windows or try this on a different machine), you will need to right click on the file and select “Open With…” Choose Microsoft Excel from the list (1) and make sure the checkbox at the bottom that says “Always use this program to open these files” is checked (2). From now on, this type of file will always open in Microsoft Excel.
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Copyright 2002. Questions/Comments: bmooney@lapcf.state.la.us