Advanced Export

The Advanced Export feature allows you to prepare a customized version of your organization chart for presentations or discussions. You can edit or delete content, adjust the layout, and make visual refinements before exporting the chart as an image, PowerPoint presentation, or JSON file.

This tool is especially useful when you want to focus on a specific department or structure for meetings or reports—without affecting your source data. For example, you might highlight key positions, such as a vacant role, or simplify the chart by removing unrelated sections.

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.

Note: Any modifications made in Advanced Export are temporary and do not affect the original organization chart or data in your HR system. The feature is designed for minor adjustments, not for permanent structural changes.

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 open the Advanced Export: 

  1. From your org chart, click Export Export icon > Export > Advanced Export in the page header. The Advanced Export page opens, displaying the current structure based on your selected effective date.
  2. To view a different version of the organization chart, update the effective date at the top of the page. The content updates automatically to reflect the data valid for that date.

Show Change Indicators

By default, the exported chart hides changes made in proposals.

To visualize the changes:

  1. Click the Show Change Info icon in the header.
  2. All modified positions or org units will now display visual indicators, showing:
    • Created positions and org units
    • Updated details
    • Deleted roles
    • Moved nodes

These indicators provide an at-a-glance summary of all structural updates made during your proposals.

To customize the org chart:

Use the Advanced Export view as a live preview to fine-tune how your org chart will appear in the exported file. You can make layout, content, and visibility adjustments directly on screen. To customize your org chart to suit your needs:

  • Load an existing layout: Click in the header to import a previously saved JSON file of your org chart. Use this option to reuse or update earlier exported configurations.
  • Focus on specific areas:
    • Expand the chart to show departments or positions relevant to your presentation.
    • Click and move the Org Chart within the window to only export the highlighted area.
  • Remove boxes:
    • Click on a single node, or right-click and highlight an area to multi-select multiple nodes.
    • Click the delete icon in the header, or right-click a node and select Delete.

    Note: Deleted boxes are removed from the Advanced Export preview only; the source org chart remains unchanged.

  • Realign the layout: Click and drag boxes to reposition them. Reporting lines update automatically to reflect layout changes.
  • Edit text: You can edit the text in a node.
    • Select a node and click the edit icon in the header, or right-click on a node and select Edit Text to enable inline editing.
    • Modify titles and data directly inside boxes.
  • Highlight nodes:
    • Click on a single node, or right-click and highlight an area to multi-select multiple nodes.
    • To highlight the nodes, either click in the header or right-click on a node and select Accent Color. Select a colour.
  • Set the box width: Click in the header and set the Custom box width (px). All of the org chart nodes update to the new width.

To export the org chart:

Once you have made your edits and are satisfied with the results, you have multiple export or copy options:

  • Export the entire org chart: Click to export the whole org chart.
  • To crop the image before copying or exporting: Click in the header, adjust the size of the cropped area or move the cropped area with the handle on the top left corner, and continue with one of the copy or export options.
  • To export an image: Click Export in the header and select PNG or JPEG.
  • To export the chart to PowerPoint: 
    1. Click Export and select PowerPoint.
    2. Select the Slide Size.
    3. Click the Include Title Slide checkbox to include a title slide in the PowerPoint.
    4. Enter a 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.
        1. Click Start Capturing Views.
        2. Move the org chart to your desired org chart box, then click Capture Current View.
        3. When you are finished capturing views, click Done.
    6. Click Export.
  • Save the chart as a JSON file: Click in the header to save the chart.
  • Copy image to clipboard: Click in the header to copy the image of the chart to your clipboard.

Note: If you do not see one of these options, it may not be enabled in the Admin > Global Settings > General Settings page. Contact your system administrator to configure your settings.

Nakisa Org Chart - Nakisa Operational Org Design 2026.R1 © 2026

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