Overview

Glean provides administrators with the ability to export organizational chart data to CSV files, enabling easy access to structured employee information for analysis or integration with other systems.

Export Process

Accessing Export Options

As an administrator, you’ll find the Export button next to the Org Chart settings. The export process follows these steps:

1

Select Starting Point

Navigate to the person whose organizational data you want to export

2

Initialize Export

Click the Export button to open the export configuration drawer

3

Configure Export Options

Choose your export parameters:

  • Report scope: Include only direct reports or all reports
  • Employee filtering: Option to exclude contractors
4

Generate Export

Click the Export button in the drawer to download the CSV file to your local machine

Exported Data Fields

The CSV export includes comprehensive employee information across various categories:

Standard Fields

  • Email address
  • Full name
  • Preferred name
  • Department
  • Job function
  • Location
  • Employee type
  • Job title
  • Role type

Any custom fields configured in your Glean instance will also be included in the export.

Using the Export

The exported CSV file provides a structured view of your organizational hierarchy that can be used for:

  • Organization analysis
  • Team planning
  • System integrations
  • Reporting purposes

The data is downloaded directly to your default download directory in CSV format, making it easily accessible for further processing or analysis in spreadsheet applications or other tools.

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