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 generate a simple and clear organizational structure report using Org Chart.

Such reports can be useful for internal informational purposes or as part of your company’s compliance with ISO 9001 or other quality management standards.

Create multi-page report

Open a site page that contains the Org Chart web part, then in the upper-right corner click the More menu and select Generate report.

Then you can:

choose the person to start the report from (optional);
specify the number of levels to collect;
select the paper size;
switch the report to landscape orientation (portrait is used by default);
enable alphabetical page sorting (by default, pages follow the hierarchy from top to bottom).

With these settings, Org Chart collects all managers starting from the selected person (or from the root ID by default) up to the specified level and places each manager with their direct subordinates on a separate report page. When the report is ready, click Download.

The generated report starts with the *Table of Contents*, making it easy to navigate large structures.

You can see all managers at the specified levels along with page numbers for their charts. All items are clickable.

Each report page contains one person and their direct subordinates. You can also use a link to navigate to the person’s supervisor.

If you are using the dynamic Modern skin that depends on the SharePoint theme, the generated report will match your theme color.

Customize footer and header

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

Let’s review this example. Add the following 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.

The example also uses an if block: {{#if Metadata.Properties.Department}} - {{Metadata.Properties.Department}}{{/if}}. This lets you check if the value is not empty and display it only when it is set.

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

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.