Show All

Hide All

If you've added data to organization chart shapes, such as names, titles, and telephone numbers, you can create a report of that data and save it to a file you can print or distribute to others. Microsoft Office Visio provides a ready-made report that inlcudes the default custom properties that are stored for each organization chart shape.

Note  You can also create your own custom report that includes only the custom property fields you specify.

1. On the Tools menu, click Reports.
2. In the Reports dialog box, under Report, click Organization Report, and then click Run.
3. In the Run Report dialog box, select the format for your report.

How

• To save your report as a Web page, click HTML.
• To create your report in an Excel spreadsheet, click Microsoft Excel.
• To save your report as an Excel spreadsheet embedded in a shape in your drawing, click Visio shape.
• To save your report as an XML file, click XML.

Note  You must have Microsoft Excel installed in order to save your report as an Excel spreadsheet or as an embedded shape in your drawing.

4. Do one of the following:
• If you are saving your report as a Visio shape on the drawing, select whether to save a copy of the report definition with the shape or to link to the report definition.

Tip

If you plan to share your drawing with others, select Copy of report definition so that others can see the report.
• If you are saving your report as an HTML or XML file, type a name for the report definition.