Generate organization structure report in SharePoint and Microsoft Teams

Note

For the versions earlier than 4.x.x (including on-premises ones), please follow this instruction.

You can create a simple and clear organizational report with the Org Chart. Reports could be useful either for in-house informational purposes or as a part of your company’s compliance with ISO 9001 or other quality management standards.

Create multi-page report

Open a site page with an Org Chart web part. Click the More menu and choose Generate report.

Then you can choose the person to start the report from (this is optional) and number of levels to collect the report. You may also format the report in the landscape mode (the report is formatted in portrait mode by default)

This setting will make the Org Chart collect all the managers counting from the selected person (or from the root ID by default) to the specified level and place them with their direct subordinates on a separate page of the report. Please wait till your report is prepared and click Download.

The reports you can see now starts with the Table of Contents. You can see all the managers on the specified levels and the page numbers with their Charts. All the items are clickable.

Every page of the report contains a single person and his or her direct subordinates. You can also use a link to navigate to the person’s supervisor.

Customize footer and header

You can add headers and footers to a generated report. The result will look like this:

Let’s check this example. Add this code to the JavaScript step of the configuration wizard:

api.config.reportHeader = "{{Metadata.RootItemName}}{{#if Metadata.Properties.Department}} -
{{Metadata.Properties.Department}}{{/if}}{{#if Metadata.Properties.JobTitle}} - {{Metadata.Properties.JobTitle}}{{/if}}";
api.config.reportFooter = "{{Metadata.RootItemName}}{{#if Metadata.Properties.JobTitle}} -
{{Metadata.Properties.JobTitle}}{{/if}} - Reports to {{Metadata.RootItemManagerName}}";

You can use tokens like {{Metadata.Properties.JobTitle}} to access properties of a user.

JobTitle is an internal name of a user profile property or a SharePoint list column depending on the Org Chart data source.

There is also an if block like this: {{#if Metadata.Properties.Department}} - {{Metadata.Properties.Department}}{{/if}}. This way you can check if the value is not empty and display it only if it’s initialized.

You can skip api.config.reportFooter initialization if you need to add information to header only.

Note

For a complete overview of exporting Org Chart in different formats and platforms, see this blog post. It applies to both SharePoint and Microsoft Teams.