📤Exporting Data

Exporting data and visuals from Main Org

You can export organizational data and visuals from Main Org for reporting, analysis, and presentations.

Exports reflect your current view, including active filters and visible columns.

Export Formats

Visual Exports

• JPEG — screenshot of the current org chart view

• PowerPoint — A structured org chart with configurable depth and layout

Data Exports

• CSV — Raw position and employee data

• Excel — Formatted spreadsheet export

• EIB File — Workday Enterprise Interface Builder format (admin only)

• Template Exports — Admin-configured export templates

How to Export

1. Navigate to Main Org.

2. Apply filters if you want to export a subset of data.

3. Click Export.

4. Select your preferred format.

5. Configure export options (if applicable).

6. Download the file.

PowerPoint Configuration

When exporting to PowerPoint, you can configure:

• Filters (department, location, etc.)

• Hierarchy depth

• Layout (vertical, horizontal, compact)

• Slide depth (layers per slide)

• Card content (titles only or full details)

Each manager with direct reports appears on a separate slide.

Exporting from Directory

For structured data control:

1. Switch to Directory view.

2. Select which columns to display.

3. Reorder columns if needed.

4. Apply filters.

5. Click Export and choose CSV or Excel.

Exports include visible columns and respect active filters.

Saved Reports: After configuring columns and order, click Save Report to save this configuration. Access saved reports from the Reports dropdown for consistent recurring exports.

Note: Directory exports are less commonly used. Most users prefer PowerPoint org charts or Workforce Hub analytics for stakeholder presentations.

Exporting from Forecast

In Forecast view, you can export projection tables:

1. Configure the row aggregator, time period (Monthly, Quarterly, or Yearly), and metric (Headcount or Cost).

2. Click Export.

3. Download the table showing projected headcount or cost by time period.

Forecast exports reflect effective dates and hire dates used in scenarios.

Learn more: Forecast Reports & Exports

Exporting from Workforce Hub

From Workforce Hub, you can export charts and underlying data:

• PNG — Export the chart as an image.

• PowerPoint — Export the chart as an editable slide.

• CSV — Export the underlying chart data (via table view).

For multi-chart presentations, use Slide Packs to generate a PowerPoint with multiple charts

Learn more: Slide Packs

Permissions

Exports respect your assigned Access Group.

You can only export data that you have permission to view. Fields restricted by your access scope will not appear in exported files. EIB exports are typically restricted to admins and HRIS teams.

Troubleshooting

Problem	Solution
Export button unavailable	Verify export permissions with your administrator.
Empty file	Remove restrictive filters and try again.
Slow export	Filter to a smaller subset before exporting.
Missing columns	Confirm columns are visible before exporting.

More help: Export & Integration Issues

Related Articles

• Directory Exporting & Reporting

• Forecast Reports & Exports

• Scenario Exporting