Exporting to a CSV File v5

You may wish to export all members to a CSV file, to have an orderly sequential list of members usable in Excel or other programs. 

Tip: PDF is great for printing to paper and PNG is suited for displaying the Organizational Chart in Word, PowerPoint or on a website. Choose CSV to export a roster.

Note: This is a paid plan feature.

 To export members to a CSV file:

  1. Navigate to the Organizational Chart you wish to export.

  2. Click the Export button at the top right, then choose CSV from the menu that appears. 


    The Export to CSV dialog box appears.
  3. Select the chart to export from the drop-down, then choose the desired Sort Data By option.



  4. Click Export Now

    The CSV file is now ready for download.

  5. Click the X to close the Export to CSV window in Organimi. 

 

Having trouble? Contact us at help@organimi.com or ask us about the concierge service.

 

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