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:
- Navigate to the Organizational Chart you wish to export.
- Click the Export button at the top right, then choose CSV from the menu that appears.
The Export to CSV dialog box appears.
- Select the chart to export from the drop-down, then choose the desired Sort Data By option.
- Click Export Now.
The CSV file is now ready for download.
- Click the X to close the Export to CSV window in Organimi.
Here's a quick video: