Exporting to Excel, JPG, SVG, PNG, PPT, and PDF

Audience: All users

 

Overview

The Export menu allows users to export an org chart to a number of different formats. Users with the correct permissions to export base chart and custom charts to the following formats:

• Excel
• JPG
• SVG
• PNG
• PPT
• PDF

Note

The settings that you configure while exporting your charts are preserved for your user, so that you don't have to re-adjust them each time you export. Settings persist between sessions and are unique to each user.

Accessing the Export Menu

Click on the Export icon in the top right corner . The Export Menu is displayed.

 

Export to PDF and PPT

1. Click on the Export button on the top right corner.

2. Select the PDF Document or PPT Document option from the dropdown menu.

The following screen is displayed:

3. Configure the following presentation options for the export:

Option	Description	Tab
File name	Enter a name for the file you are exporting	General
Scope	Select the amount of the org chart you'd like to export. See the Scope options section below for more information.	General
Page size	The following page sizes are available Letter, Legal, Tabloid, A0, A1, A2, A3 and A4.	General
Orientation	Select the page orientation of the export (landscape or portrait)	General
Include background	Include elements in the background such as logos, legends, table and page numbers.	General
White background	Select to make the chart background white. This option is useful if you plan to print the generated PDF or PPT document, in order to conserve printer ink.	General
Pagination	Choose the pagination of the export. See the Pagination options section below for more information.	Pages
Page sort order	Choose which order the pages of your org chart should be in your export.	Pages
Navigation arrows	Include clickable navigation arrows connecting pages of the chart. May not be useful when physically printing.	Advanced
Index page	Include a page at the end of the export with each employee’s name and corresponding page number.	Advanced
Uniform scaling	Ensure all boxes on each page are identically sized. This generally means boxes will be smaller than usual to accommodate large pages,	Advanced

Scope options:

Entire Chart	Export the entire org chart.
This Branch	Export the displayed page plus all subordinate pages.
The page	Export the displayed page only.
Entire Chart (extended)	Export the entire org chart including all orphan records.
Disconnected branches	Export a list of orphan ( records with a missing or invalid Supervisor ID) that have subordinates. Top Level Orphans, as well as their subordinates, will not appear on the OrgChart.
All disconnected records	Export all orphan records including both Top level orphans and their subordinates.

Pagination options:

Single page chart	Export the chart on one page. This option is not recommended for charts with more than 300 boxes.
Automatic breaks	Insert page (subchart) breaks automatically. Set the following options: Name pages (subcharts) using the sected field. Start the page (subchart) breaks at the specified organizational level Set the page density (standard, dense, or very dense)
Break by level	Insert page (subchart) breaks by each organizational level. Set the following options: Name pages (subcharts) using the sected field. Start the page (subchart) breaks at the specified organizational level Break every x amount of organizational levels. Specify the minimum amount of boxes required to insert a page (subchart) break.
Break by field	Insert page (subchart) breaks by using a field from the data source. For example, if the field Department is selected, OrgChart will attempt to put each department on a single page. If a department is too large, it may be split into multiple pages. Set the following options: Name pages (subcharts) using the sected field. Start the page (subchart) breaks at the specified organizational level Specify the field used to insert page (subchart) breaks. Specify the minimum amount of boxes required to insert a page (subchart) break.

3. Optionally, navigate the preview to see what pages of your org chart will look like prior to exporting.

4. Click on the Export button.

PNG, SVG and JPEG

1. Click on the Export button on the top right corner, and then select PNG, SVG, or JPEG from the dropdown menu.

The following screen is displayed:

2.Configure the following presentation options for the export:

Option	Description	Tab
File name	Enter a name for the file you are exporting	General
Crop to chart	Output only the displayed org chart. Master page elements are excluded.	General
White background	Ensure that the background of the chart is white. This option is ideal for printing when chart backgrounds may have a background fill color. Specific to JPEG, PDF, and PPT.	General
Transparent Background	Export a PNG or SVG of the chart with a transparent background. This is useful for pasting the image on a colored background or template.	General
High Quality	Export a higher quality PNG image. Use this option if embedding PNG in a Word document or PowerPoint presentation. Specific to PNG.	General

3. Optionally, navigate the preview to see what pages of your org chart will look like prior to exporting.

4. Click on the Export button.

Excel

1. Click on the Export button on the top right corner.

2. Select the Excel Spreadsheet option from the dropdown menu.

The following screen is displayed:

3. Click on one of the following export options to generate an Excel from chart data:

Option	Description	Tab
File name	Enter a name for the file you are exporting	General
Scope	Select the amount of the org chart you'd like to export. See the Scope options section below for more information.	General
Include chain of command	Export the entire org chart with a Chain of Command field that displays the reporting hierarchy for each employee.	General
Include system calculations	Include pre-defined system formulas, such as headcount and span of control.	General
Exclude fields	Select the fields to exclude from the Excel export.	Fields
Include fields	Select the fields you'd like to include in your Excel export. Optionally, re-arrange fields, so that they are ordered in the way you'd like them to appear.	Fields

 

Scope options:

Entire Chart	Export the entire org chart.
This Branch	Export the displayed page plus all subordinate pages.
The page	Export the displayed page only.
Entire Chart (extended)	Export the entire org chart including all orphan records.
Disconnected branches	Export a list of orphan ( records with a missing or invalid Supervisor ID) that have subordinates. Top Level Orphans, as well as their subordinates, will not appear on the OrgChart.
All disconnected records	Export all orphan records including both Top level orphans and their subordinates.

Note

Reference the Export to Excel article for step by step instructions.

3. Click on the Export button to export your file.

 

Print Current Screen

Users can take a screen grab of the OrgChart to export a PDF of the chart exactly as it is shown on the screen. The PDF will be formatted according to the default PDF export settings. The Print Current Screen option provides an expedited solution for quickly producing a PDF of your OrgChart.

1. Click on the Export button on the top right corner.

2. Select the Print Current Screen option from the dropdown menu. The PDF is downloaded.