Exporting from a scenario
Roles: Recruiting editor | Owner | Technical owner
ChartHop enables you to export data from your scenario in various formats. You can export your scenario changes and scenario comments to CSV and create a PowerPoint file based on the changes you make to your Org Chart within your scenario.
You can export from a scenario regardless of status (whether Open, In Review, Merged, or Archived) as long as you have Owner permission for the scenario.
You can export all the changes in a scenario to a CSV. Each change you’ve made in the scenario is depicted in its own row within the spreadsheet.
To export your scenario changes to a spreadsheet:
- Open your scenario.
- You must have Owner permission to export the scenario.
- From the Actions ⏷ dropdown at the top right of the screen, select Export CSV.
- If your in-progress scenario is currently in a review status of Open, you can select Export CSV from the Submit for approval ⏷ dropdown.
- Once the export has finished generating, select Download.
- ChartHop generates a spreadsheet with your scenario changes.
- Each row in the spreadsheet depicts a separate change.
- Close the Export dialog once you’re finished downloading.
You can export all the comments you and your collaborators enter in a scenario. This helps you compile all the comments made throughout the scenario in a spreadsheet for additional portability and transparency.
The following information is included when you export comments from a scenario:
- Name of the employee who received the comments (when applicable)
- Date and time stamps
- ID of the person who entered the comment
- Whether the comment was related to a specific change or employee (entered in a change row) or an overall scenario comment (entered in the Comments section at the bottom of the Scenario)
To export a spreadsheet with all comments from your scenario:
- Open your scenario.
- You must have Owner permission to export comments from the scenario.
- From the Actions ⏷ dropdown at the top right of the screen, select Export Comments.
- If your in-progress scenario is currently in a review status of Open, you can select Export Comments from the Submit for approval ⏷ dropdown.
- Once the export has finished generating, select Download.
- ChartHop generates a spreadsheet with your scenario comments.
- Each row in the spreadsheet depicts a separate comment. Employees or changes with multiple comments will display in multiple rows.
- Close the Export Scenario Comments dialog once you’re finished downloading.
You have the ability to export your scenario Org Chart to slides. This Org Chart reflects any changes you’ve made in the scenario and is different from your primary Org Chart.
Exporting a scenario Org Chart is helpful in situations where your scenario includes a lot of people moves and you want to present those changes visually to other stakeholders.
To export a scenario Org Chart to slides:
- Open your scenario.
- You must have Owner permission to export the scenario.
- From the Actions ⏷ dropdown at the top right of the screen, select Export PowerPoint.
- If your in-progress scenario is currently in a review status of Open, you can select Export PowerPoint from the Submit for approval ⏷ dropdown.
- Select Export.
- Depending on the size of your organization, the export may take some time.
- Once the export has finished generating, select Download.
- Close the Export dialog once you’re finished downloading.
