Like any Org Chart in Pingboard, Planning Org Charts can be downloaded as an image file (PDF or PNG) for printing and sharing. Planning Org Charts can also be exported CSV files, making it easy to import that data into other systems of record.
- Navigate to the Planning Org Chart you want to export (Click the Org Chart tab > Select desired Planning Org Chart from the Planning Org Chart section of the dropdown ).
- Find and select the button that resembles a "Printer"
- Select "Export CSV" from the dropdown
Your file should download shortly after making that selection and will include all essential data:
- Full Name
- First Name
- Last Name
- Reports To Name
- Reports To Email
- Job Title
Any data in Custom Fields selected for display on your planning chart will also be included in your export file.
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