Getting started

• Installation
• License activation
• Quick configuration
• Box options

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: Introducing Plumsail 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

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

• Popular customization 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 you need to use an Org Chart in presentations or print it on paper, you can export the current view of the Org Chart to a PDF or PNG file.

This is useful when it is necessary to include an Org Chart from MS Teams and SharePoint into your documents.

Print to PDF or PNG

Open the page where the Org Chart web part is placed. In the upper-right corner, open the More menu and select the Print option.

Then select a file format to export the chart.

When printing to PDF, additional options are available: you can specify the page size and orientation.

In addition to standard paper formats, you can select an Auto option to automatically fit the page size to the current Org Chart view.

When exporting to PNG, no additional options are available. The chart will be saved as a PNG image with a transparent background, which is convenient for inserting it into presentations or documents.

Known issues

If you open an exported PDF file in Acrobat Reader and try to Save As, you may encounter the following error.

To resolve this issue, open the Preferences in Acrobat Reader. Then go to the Documents category and uncheck Save As optimizes for Fast Web View option.

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.