Exporting Data from Directory

Getting data out of Directory for analysis, presentations, and reports

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

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.

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.

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

• Main Org Exporting

• Scenario Exporting