Getting started

  • Installation
  • License activation
  • Quick configuration

Configuration wizard

  • Open configuration wizard
  • Data source
  • Views and filtration
  • Design
  • Templates
  • Custom code
  • General
  • Reset configuration

HTML templates

  • HTML templates

JavaScript framework

  • Introduction
  • Events
  • Methods
  • Configuration

Additional resources

  • Video: Quick introduction to Org Chart
  • Article: Quick introduction to Org Chart
  • Data caching
  • How Org Chart pulls data from AD On-Premises
  • Exclude disabled users in On-Premises
  • Make sure that SharePoint has enough data
  • Configuring profiles sync in On-Premises
  • Exporting properties to a directory service

General

  • Version history
  • Licensing details
  • Data protection and security
  • Custom code security measures
  • Billing and subscription management

Printing & Reports

  • Printing organizational structure
  • Generate multi-page PDF report
  • Export to CSV and analyze in Excel
  • Custom styles for printed Org Chart

Microsoft Teams

  • Add Org Chart in Microsoft Teams tab

Display different types of employees

  • Display dotted-line managers (SharePoint list)
  • Display dotted-line managers (Entra ID)
  • Display dotted-line managers (User Profiles)
  • Display dotted-line managers (Excel/CSV)
  • Display assistants (SharePoint list)
  • Display assistants (Entra ID)
  • Display assistants (User Profiles)
  • Display assistants (Excel/CSV)
  • Display vacancies

Filter and order boxes

  • Create and manage filtered views
  • Order employees boxes using a custom field

Customize boxes and styles

  • Format boxes conditionally
  • Customize box HTML template and CSS styles
  • Display awards and conditionally format Org Chart
  • Create an Org Chart with two root managers
  • Change Org Chart skin
  • Localize Org Chart
  • Display Skype for Business (Lync) presence

Show specific user on load

  • Drill down to specific box using URL parameter
  • Drill down to current user by default
  • Drill down to manager of user from URL by default

Manage web part size and scale

  • Open Org Chart in full-screen mode on load
  • Make Org Chart use full page width
  • Automatically scale boxes to fit visible area

Other examples

  • Use advanced Org Chart navigation
  • Use tenant properties to disable Org Chart features
  • Include and use fields from an additional list
  • Support of search in a list with more than 5000 items
  • Org Chart based on a list data source for anonymous users
Documentation › How to print Org Chart for SharePoint and Microsoft Teams

Print Org Chart for SharePoint and Microsoft Teams

Note

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

When it’s necessary to use the organization structure charts in presentations or to print them on paper, you can export (print) a current view of the Org Chart to a PDF or PNG file. This is particularly helpful when incorporating a printable Org Chart from MS Teams and SharePoint into your documents.

Open a page where you placed an Org Chart web part. In the up-right corner, open the More menu and choose the Print option.

Print Org Chart

Then you can choose a file format to which you want to export the chart.

Print format

Printing to PDF provides some options: you can specify page size and orientation.

Print PDF

Besides standard paper formats, you can select an Auto option that will fit the page size to the current Org Chart view.

Print PDF paper

Org Chart export to a PNG file has no available options. The chart will be saved as a PNG image with a transparent background.

Print png

Known Issues

If you open an exported PDF file with Acrobat Reader and try to Save As, most likely you will encounter the following error:

Acrobat error

To solve this issue, open an Edit menu of Acrobat Reader and choose Preferences. There, go to a Documents category and uncheck Save As optimizes for Fast Web View option.

Acrobat preferences

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.