How to Export the OrgChart

Modified on Tue, 28 Apr at 4:33 PM

You can export the OrgChart directly from the interface, with options to customise the title, date, and legend before downloading.


✈️ How do I export the OrgChart?

  1. In the OrgChart view, click the Export button.
  2. Configure your export options:
    • Title: Enter a custom title for your chart (e.g. "Group Structure – Q2 2026").
    • Date: Add the date you want to appear on the exported document.
    • Legend: Choose whether to include or remove the legend from the output.
  3. Click Export to download your chart.

? Why would I remove the legend?

Removing the legend gives you a cleaner, presentation-ready output. This is especially useful when sharing the chart with board members or external counsel who do not need the colour-coding key.


? Why should I add a date to the export?

Adding a date ensures that anyone viewing the exported chart knows exactly which point in time it reflects. This is particularly important for legal reports, board documentation, and audit submissions.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article