Export Planning Org Chart Data

Like any Org Chart in Pingboard, Planning Org Charts can be downloaded as an image file (PDF or PNG) for printing and sharing. But also, Planning Org Charts can be exported from Pingboard as a CSV file, making it easy to import that data into other systems of record.

  1. Navigate to the Planning Org Chart you want to export
  2. Select Download and choose Export CSV

Your file should download immediately after making that selection. It will include all of the below data:

  • Full Name
  • First Name
  • Last Name
  • Email
  • Reports To Name
  • Reports To Email
  • Department
  • Job Title

Additionally, any data in Custom Fields on your org chart will be included in your export.

Still need help? Let us know.