Export your Org Chart to slides
ChartHop enables you to export your Org Chart to a Microsoft PowerPoint file and provides several options so that you can customize that export.
You can choose to include only specific departments, teams, or locations in the export. In addition, you have the ability to choose different aspects of your Org Chart to be highlighted in your export based on ChartHop fields (for example, comp band). You also have the option to export each team or department to separate slides. Custom filters give you even more flexibility about the information that is included in your export.
For example, you can export an Org Chart view of your organization that includes only the Finance and Marketing departments, highlights the comp band for each employee, and excludes open jobs.
Org Chart exports only include data you can access. Depending on your user access role and the sensitivity of certain data, some jobs may not be included in your export. For example, open jobs marked as Manager shared or Highly sensitive may not be exported if you don't have access to that data. You can control whether sensitive data is included in the export. Learn more.
To export your Org Chart:
- Select Org Chart from the left sidebar.
- Select Export Icon in the upper right corner.
- Use the options in the Export Powerpoint dialog to determine how your slides are structured and the data that is included.
- Any dates, filters, and Visualize settings you've applied to the Org Chart are automatically reflected in the Export Powerpoint dialog. For example, if you've filtered the Org Chart to only show the Accounting department, the Filter field in the Export Powerpoint dialog will automatically have the department="Accounting" filter pre-populated.
- See below for a description of all export settings.
- Select Export. Depending on the size of your organization, the export may take some time.
Below is a description of available export settings:
Export Setting | Description |
|---|---|
Date | Set the date in your organization's history that you want to export. Defaults to current date. |
Theme | Determines the theme that is used for the export. If your organization has a custom theme available, you can select it here. Defaults to ChartHop Default. |
Highlight boxes | Determines what aspect of your organization is included on your employee cards. Defaults to Departments and Teams. |
Include profile photos | Choose whether or not you want profile photos included in your export. |
Include employee names | Include employee names in the export. When this option is not selected, only job titles display in employee cards. |
Include headcount summaries | Include a headcount summary on each slide. |
Include open jobs | Include open jobs in your exported slides. |
Export departments as separate slides | Export each department to a separate slide. Larger departments may still be split into multiple slides for readability. |
Export teams as separate slides | Export each team to a separate slide. Larger teams may still be split to multiple slides for readability. |
Include sensitive data | Include sensitive data (for example, certain open jobs) in the export. This option is selected by default when the sensitive data eye icon is toggled to visible. When sensitive data is toggled to hidden, you must select this option to include sensitive data in the export. Learn more. |
Slide format | Select how your Org Chart displays on your slides:
|
Export groups | Select specific groups (departments, teams, locations) to include in your export. |
Filter | Enter a custom filter to more specifically determine the employees and jobs that are exported. |
To export a specific department (for example, Accounting) on to a single slide, you can configure the following settings:
- In the Export groups field, enter the Accounting department.
- Uncheck the Export teams as separate slides setting.
- Select the Overview slide format when you have more than 10 employees in the department.
To display a specific piece of data (for example, comp band) as highlighted in the employee nodes:
- In the Highlight boxes field, enter and select Comp band.
Once you have these settings configured, select Export. Your export should look like the example below.
All employees in the Accounting department are on the same slide and any employees who are not part of that group display are not highlighted. Each node highlights the specific comp band for that employee.
To export your entire Org Chart to a single slide, you can configure the following settings:
- Uncheck the Export departments as separate slides setting.
- Uncheck the Export teams as separate slides setting.
- Select the Overview slide format.
Depending on the size of your Org Chart, all employee nodes may not display legibly. For larger organizations, exporting to a single slide may not be possible and multiple slides must be used instead.
You can export your Org Chart so that it displays without any employee names. This is helpful for presenting the structure of your organization in slides while maintaining employee privacy.
To export your Org Chart without employee names:
- Select Org Chart from the left sidebar.
- Select Export in the upper right corner.
- In the Export Powerpoint dialog, uncheck the Include employee names option.
- Unchecking the Include profile photos option is also recommended to remove all personal identifiers.
- Select Export.
Depending on the size of your organization, the export may take some time. Nodes display in the exported Org Chart without any employee names.
You can export your Org Chart so that it displays without any sensitive data (for example, open jobs marked as Manager shared or Highly sensitive).
To export your Org Chart without sensitive data:
- Select Org Chart from the left sidebar.
- Select Export in the upper right corner.
- In the Export Powerpoint dialog, uncheck the Include sensitive data option.
- This option is selected by default when the sensitive data eye icon is toggled to visible. Learn more.
- When the sensitive data eye icon is toggled to hidden, this option is automatically unselected.
- Select Export.
Depending on the size of your organization, the export may take some time. The Org Chart is exported without any data marked as Manager shared or Highly sensitive.
