Advanced Export

Nakisa Org Chart offers the ability to export your Org Chart as an image, JSON file, or PowerPoint. The Advanced Export page allows you to customize and rearrange your Org Chart before exporting it. The Org Chart you export is dependent on the effective date you have selected. The export also shows any modifications made in Nakisa Org Design Suite.

To use the export to PowerPoint, ensure the Enable Export to PowerPoint setting in General Settings in Admin is enabled.

Note: The Advanced Export only allows you to view the visible root nodes. To view any nested nodes, ensure that you expand the root nodes before beginning the export.

To export the Org Chart:

  1. Click Export Export icon > Export > Advanced Export in the page header. The Advanced Export page opens.
  2. Customize your Org Chart to suit your needs:
    • Right click on one or more nodes to highlight them with the color of your choosing.
    • Click and hold on a node to move it around your Org Chart. To move multiple nodes, click in the header, right click, and select the area containing the multiple nodes you would like to move.
    • Click and move the Org Chart within the window to only export the highlighted area.
    • Click to export the entire Org Chart.
    • Select the image format for the export by clicking PNG or JPEG in the header.
    • Click Load to import an existing JSON file of your Org Chart.
  3. Click Export to generate an image of your Org Chart or click Download to download the Org Chart as a JSON file.

To export to PowerPoint:

  1. Click PowerPoint.
  2. Select the Slide Size.
  3. Click the Include Title Slide checkbox to include a title slide in the PowerPoint.
  4. Set the Presentation Title.
  5. Select an Export Mode:
    • Simple Export: Exports only a single view of the org chart based on what is visible on the page.
    • Multi-view Export: Allows you to take multiple screenshots of the org chart for multiple views. Each screenshot corresponds to a single PowerPoint slide.
  6. If using the Multi-view Export:
    1. Click Start Capturing Views.
    2. Move the org chart to your desired position, then click Capture Current View.
    3. When you are finished capturing views, click Done.
  7. Click Export.

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