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[BanuH]

I have an org chart and several reports -Likes Number of Employees in each Region, Number of employees under each manager etc. I want to add these reports to the chart when I publish it into Microsoft Powerpoint, so my Executive team can view the Org Chart and reports together. Any help on how to do this will be appreciated.

Thanks
Banu

[JakeH_HC]

BanuH,

It sounds like you want to add formula fields or create a report in OrgPlus.

To create a headcount formula in OrgPlus (lets say, count of direct subordinates) go to Data | Define  Fields, then add a field and name it headcount.  Then, change the Type to Formula. In Formula Properties, indicate that it is a "Count" of "Direct Subordinates".  Then, after you have added the field, make sure you go into Box Properties(F12) | Box Layout | Cell Format | Options, and tick the "show label" box.     

To create a report, go to View | Panels | Reports.  Add the fields that you would like to summarize, and any critera you would like to add. Indicate in the "report summary" tab which fields you would like to calculate.

Regards,