The Upper Toolbar

The upper toolbar allows you to return to the Home (Chart) page, export OrgTree data to Excel or a delimited flat file, open the online Help system, and sign off.

Sending to Excel

To export OrgTree data to Excel:

1   In the OrgTree page, click the Send to Excel link.

2        In the Send to Excel dialog box, select whether you want to export the Entire OrgTree or just the Selected OrgTree.

3        Select the Export to destination:

6        Click OK.

7        In the File Download dialog box, click Save to specify a file name or click Open to display the OrgTree data in Microsoft Excel. You can then save the file.

Getting Help

Click Help in the upper toolbar of any page to open the OrgPlus Enterprise Help system.

Signing Off

If your system is configured for secure access, your session will eventually time out. However, you should always sign off the system by clicking the link in any page when you are finished.  Once you have signed off, you must sign in again to access OrgPlus Enterprise.

See Also