📤Exporting Scenario Data

Exporting scenario data and visuals

Exporting Scenario Data

Export scenario data, visuals, and analytics for stakeholder presentations, approval documentation, and analysis.

Export Formats Available

Visual: JPEG (org chart screenshot), PowerPoint (full hierarchical slides), PNG (Workforce Hub charts)

Data: CSV, Excel, Change Summary, Forecast projections

How to Export

All exports follow the same pattern:

1. Open the scenario

2. Switch to the relevant module (Org Chart, Directory, Forecast, or Workforce Hub)

3. Set the view mode (Before / After / Changes)

4. Apply any filters

5. Click Export and select a format

Exports respect your current view mode, active filters, and access permissions.

Org Chart Exports

JPEG - Screenshot of the current framed view. Good for quick visual updates in email or Slack.

PowerPoint - Full org chart as structured slides. Configure:

• Filters (department, location)

• Hierarchy depth (top 3 layers, full org, or custom)

• Layout (Vertical, Horizontal, Compact)

• Slide depth (layers per slide)

• Card content (Titles only or full details)

Best for executive and board presentations. Each manager with direct reports gets their own slide.

Tip: Export in "Main org" and "Scenario" orgchart separately to create side-by-side comparison slides.

Data Exports

CSV / Excel (Directory) - Export position data in CSV. Click on Download CSV from your side panel:

1. Click on Download CSV from your side panel

2. Click the column selector in export to choose which fields to include

3. Select columns to include

4. Apply filters to limit which positions export

5. Click Download

Saved Reports - After configuring columns and order, click Save Report to save the configuration for future use. Access saved reports from the Download CSV dropdown.

Note: CSV exports are less commonly used. Most users prefer org chart PowerPoint or change summaries for stakeholder communication.

Comparison CSV - Comparison CSV directly form the side panel inside a scenario. Includes every changed position with change type, before/after values, cost impact, and effective date.

Forecast export - From Forecast view, configure time period, aggregation, and metric, then export the projection table. Shows headcount and cost by department over time, phased by effective dates.

Workforce Hub - Export individual charts as PNG, or create slide packs with multiple charts. See Hub Packs for creating PowerPoint presentations with multiple analytics charts.

Export by Use Case

For approval submission - Comparison CSV (Excel) + Org chart PowerPoint ("Show After") + Forecast cost projection

For stakeholder communication - JPEG or filtered PowerPoint + Comparison CSV filtered to the relevant department

For implementation planning - Full change list (CSV) + positions sorted by effective date

For financial analysis - Forecast export (cost by quarter) + Comparison CSV (cost per change) + Excel of all positions with salaries

Troubleshooting

Problem	Solution
Export button grayed out	Verify your role has export access — contact the scenario owner
Exported data doesn't match screen	Check the active view mode (Before/After/Changes) and filters
Effective dates missing from export	Export from Forecast view or use the Comparison CSV export

Related Articles

• Main Org Exporting

• Scenario Comparisons

• Forecast Reports & Exports