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Note

You may notice a third file type, the Import Friendly (CSV), listed in the Export All drop-down menu. This file type is intended to support bulk-data import templates when exporting records for update. This scenario is discussed below in the Exporting for Update section.

Data Export Using a Custom 

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Template

In some IMMS Instances, formatted data export templates are configured by the Instance Administrator, based on the needs of that organization. Export templates are located in the Export All drop-down menu. For example, as shown below, this Instance has configured two templates for Users, the "Audit Input Export Template" and the "Master Issue Tracker".  

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To generate an export using a custom template, complete the following steps:

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