Viewing and Exporting

Export Organizational Directory

The Organizational Directory allows you to export the organization and related subscriber information.  There are a couple of options when exporting, you can narrow the field by creating a search parameter, you export the entire directory, or you can highlight a row in the tree and export only that row.

  1. Click the Directory/Organization menu.
  2. Within the Navigation pane, click
  3. You have a few options when it comes to exporting the information:
    • You can narrow the amount of information to export by performing a search, within the textbox at the upper right-hand corner of the Search All Organizations pane, type the search information.
    • You can highlight a row within the Search All Organizations pane
    • You can export the entire organizational directory
  1. Once you have created a search parameter you can export the directory using on the following methods:
    • On the toolbar at the top of the page, click the Export Organizational Directory
    • In the Actions pane, click the Export Organizational Directory

Either option creates a PDF document.

  1. At this point, you can either save the document or print it.
  2. To close the document, click the red (X) in the top right had corner of the window to return to the Directory/Organization list.

Org Chart

In addition to exporting your organization directory, there is the Org Chart.  When you click on the Org Chart link within the Actions pane, a new window opens with your complete organization chart.  The chart displays the parents and children.  This is read only.

Organization Views

There are three views to choose from when viewing your organization structure.  The default view is the simple list, this view displays all organizations at any level.  Next to each organization name is the path that shows the parent organization followed by the children.

The basic lookup view displays the organization name only.  The last view is the organization tree.  This view displays the parent as the main level, to view the children click on the plus (+) sign next to the parent name.  If children have children continue to click on the plus (+) sign until all levels are visible.  To return a level to just the parent, click on the minus (-) sign next to the parent name.