What is an Org Chart Report?
When you create an org chart in BigPicture, you have the option of creating a corresponding report on a separate worksheet. This is a more tabular presentation of the data, and it is especially useful if the org chart contains calculations, such as the total salary of supervisors and all employees reporting to them. The calculations in this report, as in the chart itself, are linked to the underlying data, so that they change automatically if the data change. If you like, you can also create a pdf of this report.
Create the report
After you create your Org Chart, make sure the Org Chart sheet is active, then click Org Chart > Create Report and follow the steps below.
View the report
The report appears in a new worksheet and is straightforward. The requested calculations appear in the Supervisor Rollup columns (See #1), one of the markers appears in the column to their left (See #2), and the other marker (the note on the employee's annual review summary) appears in the last column (See #3). Again, this report is live, so if the original data changes, the report will update automatically.
Collapse or expand
For each employee that supervises someone, there is a link on the employee's name that lets you collapse or expand. In the example below, by clicking on James Larson it collapses all of the employees that are under his direct reports, leaving only those that report directly to him showing.
NOTE: In the image above you are able to see Brett Peterson, David Drake and Sandra Wilcox under Patrick Merrill - in addition to Thomas Olsen and William Farnum and their employees. When you click on James Larson (See image below) the report only displays Patrick Merrill, Thomas Olsen and William Farnum. To expand the view to include everyone you can click on James Larson again.
(Optional) Sort on any column
Here is an example where the chart was collapsed so that only the CEO and his direct reports are shown, and they were sorted (using Excel's Z to A button) in decreasing order of head count.
Other Collapse/Expand Options
You can also collapse and expand from the Report Options dropdown list. These are "report-wide" options. For example, if there are five levels of employees, one click of Collapse will show only the first four levels of employees, a second click will show only the top three levels, and so on. Then clicks of Expand will reverse the process. The Reset option doesn't undo the collapsing, but it restores the sort order of the report to the original sort order in case you made changes. The other option is to create a PDF of the report. You can do so by selecting Create PDF from the dropdown menu.