Computershare

A walk through of how to use the Charting tool

Charting Demo Video

Use GEMS Data in an Orbitax Chart

How to view and customize organizational charts in GEMS.

Charting

Introduction to GEMS Charting

Explore Features Available to Charting Tool Edit Users

A guide to the tiles and options available in the Charting Hub

Explore the Charting Hub

Open a Saved Chart

Navigate a Chart

Descriptions of the various icons and options available on the Charting Toolbar

Explore the Chart Toolbar and Its Icons

Open Sub-Charts

Open Chart Legends

Make your own chart via the Create a Chart Tile

A step-by-step guide to saving created charts

Save a Created Chart

Get started using GEMS for your organizational charts

Org Chart Basics

A step-by-step guide to applying filters to a created chart

Filter a Chart

Search for Text within a Chart

A guide to adding additional fields to a chart's boxes

Add Fields to a Chart

Find the information you need in your org charts

Search and filter charts

Explore Different Chart Directions

Specify a Nominated Holding Business Entity (Company) in a chart

Explore Chart Layout Options

Adjust a Chart’s Layout

Adjust the Advanced Options of a Chart’s Layout

Explore layout options for your org charts

Adjust chart layouts

A step-by-step guide to setting up custom formatting rules for boxes and lines in a chart

Create Custom Formatting Rules for a Chart

A guide to modifying the visual appearance of a chart's boxes and lines

Change the Appearance of Boxes and Lines in a Chart

A step-by-step guide to moving boxes on a created chart

Move Boxes on a Chart

A step-by-step guide to changing the fields inside a chart's boxes

Modify the Fields within a Box in a Chart

A guide to updating footnotes generated by the GEMS Charting Tool's custom formatting rules

Update Footnotes

A step-by-step guide to working with legends created with the GEMS Charting (Preview) tool

Modify the Legend for a Chart

Change the formatting and styles for your org charts

Format charts

A step-by-step guide to saving charts as Templates

Save a Chart as a Template

A step-by-step guide to applying Templates to charts

Apply a Template to a Chart

A step-by-step guide to editing GEMS Charting Templates

Modify a Chart Template

A step-by-step guide to deleting GEMS Charting Templates

Delete Chart Templates

Work with chart templates

Print a Chart

Export Charts and Sub-Charts as PDFs

A step-by-step process to exporting a created chart in Visio format

Export a Chart as a Visio File

Export a Chart as a Booklet

A step-by-step to modifying and customizing Charting Booklet Templates used when exporting a chart as a booklet

Modify Charting Booklet Templates

Generate a Tiered Report

Export a Charting Comparison Report

Set up your org charts for printing and exporting

Print and export charts

Create a custom design with text, images, and links

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.