# Exporting Data from Directory

Export organizational data from Directory, Org Chart, and Workforce Hub for analysis, presentations, and reports.

## Export Formats

**CSV** — Raw data from the current view; respects active filters and visible columns. Best for Excel/Sheets analysis, BI tools, and importing into other systems.

**PowerPoint** — Org chart structured as slides (one slide per manager). Best for executive presentations and leadership reviews.

**JPEG/PNG** — Screenshot of the current org chart view. Best for quick sharing, email, or embedding in documents.

## Exporting from Directory

1. Apply filters to narrow data
2. Customize visible columns (show/hide, reorder) — exports include only visible columns
3. Sort as desired
4. Click **Export** > **CSV**

<figure><img src="/files/52IFQEBtgAOfDkVXKfkw" alt=""><figcaption></figcaption></figure>

**Admin export templates:** Admins can configure standardized export templates with preset columns and filters for one-click exports used across the team.

## Exporting from Org Chart

**JPEG** — Apply highlights and adjust zoom/layout, then **Export** > **JPEG**.

**PowerPoint** — **Export** > **PowerPoint** > configure scope (full org or filtered), hierarchy depth, layout, slide depth, and card content.

**CSV** — Apply filters, then **Export** > **CSV** — includes all visible positions with their attributes.

<figure><img src="/files/QaxaIitRpnY6gf9XGlBR" alt=""><figcaption></figcaption></figure>

## Exporting from Workforce Hub

**PNG** — Configure the chart > click the Download icon > **PNG**. High-resolution for presentations.

**PowerPoint** — Download icon > **PowerPoint** — exports an editable chart object, not just an image.

**CSV (underlying data)** — Click **Show Table** first > Download icon > **CSV**. Use for deeper analysis in Excel or BI tools.

<figure><img src="/files/MAh8Oity1wqsQ2wFLWSu" alt=""><figcaption></figcaption></figure>

## Common Export Workflows

**Department roster** — Directory > Filter by Department > show Name, Title, Manager, Email, Location > Export CSV.

**Org chart for executive presentation** — Main Org > Filter to top 3 layers > apply Department highlighting > Export PowerPoint.

**Compensation analysis** — Directory > show Department, Pay Grade, Salary, Title > sort > Export CSV.

**Open positions / vacancy report** — Directory > Filter Employee Name = (empty) > show Job Title, Department, Manager, Pay Grade > Export CSV for recruiting.

**Span of control report** — Directory > Filter Direct SOC = 1–2 > show Name, Title, Department, Direct SOC, Pay Grade > Export CSV.

## Best Practices

* Filter and customize columns before exporting — don't export everything and filter in Excel
* Include the export date in filenames: `Engineering-Roster-2026-02-20.csv`
* Handle salary and personal data according to your organization's data security policies

## Troubleshooting

| Problem                               | Solution                                                    |
| ------------------------------------- | ----------------------------------------------------------- |
| Columns missing from export           | Check column settings — only visible columns are exported   |
| Too much data                         | Apply filters before exporting                              |
| Org chart looks different than screen | Use **Fit to Screen** first; adjust layout before exporting |
| PowerPoint has too many slides        | Filter to a smaller scope (one department or top layers)    |
| Missing people                        | Check active filters; clear them and try again              |

## Related Articles

* [Directory Filtering & Sorting](/directory/filtering-sorting.md)
* [Main Org Exporting](/main-org/exporting.md)
* [Scenario Exporting](/scenarios/exporting.md)


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