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Can I export the org chart?
Can I export the org chart?

You can export the org chart as an excel spreadsheet.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

It isn't possible to export the org chart as it appears in Sage HR. However, you can export it into Excel.

  1. Click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Org Chart.

  4. To change an employee's direct manager, click the pencil icon ✏️.

  5. Scroll down to the bottom, then click Export

An Excel file downloads onto your computer, which you can then open.

In this spreadsheet you can see who reports to who.

📌TIP: If you have assigned an Employee # to your employees, you could use Excel functionality and use the data to create your own visual Org Chart.

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