OrgChart Now Help Guide

Export to Excel

Note

Audience: Any User Edition: Enterprise & Premium

Overview

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OrgChart Viewer allows you to export data from the current org chart to an Excel document.

Exporting to Excel

1. Select Export > Download Excel

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2. Select an export option

Entire Chart

Export the entire org chart to an Excel file.

This Branch

Export the displayed page plus all subordinate pages.

This Page

Export the displayed page only.

Entire Chart (extended)

Export the entire org chart including all orphan records.

Top Level Orphans

Export all orphan records that do not have a valid supervisor. Top Levels Orphan are not included in the org chart because they have a missing or invalid supervisor.

Orphan Records

Export all orphan records including both top level orphans and their subordinates.