Step 1: Log in to your IDMS account and click “Card Records” from the navigation menu on the left.

Step 2: Once you are on the Card Records page, click “Export Card Records” for the template you’d like to export data from.

Step 3: Choose the type of data you would like to export and then click “Export.”

Step 4: Click the “here” link near the top of the page to check the status of your export.

Step 5: Once the export is completed, you can download the file by clicking the download icon under the ‘Total Exported’ column.

That’s all! If you have any questions on how to export card records please do not hesitate to chat with us!
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