Auto Export

Audience: Administrators Edition: Plus & Pro

 

Overview

Administrators can set base charts to automatically export to PPT, PDF or Excel. Automated exports are sent to designated email addresses, so that you and your stakeholders can wake up with an up-to-date org chart right in your inbox.

The following article provides information on how to configure auto export.

Configuring auto export

1. Click on Settings and then click on Chart settings. 

   

2. Click on the Refresh tab, and then check the Enable auto-export checkbox. 

   

   Note

   Ensure that you have scheduled refresh enabled.

3. Use the frequency and day dropdowns to schedule the automated export. The following options are available:
   • Weekly - Choose a day of the week.
   • Monthly - 1st of month, 15th of month, or last of month.
      
4. Choose the export format (XLSX, PDF, or PPT)
    
5. The destination is set to Email.
    

6. Click on the Add more button, and then enter an email address to which the automated export will be sent. Repeat this step as needed.

   

7. Click on Save.