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How do you run the custom export at the end of the course?

The WGA Custom Reporting Tool enhances your post‑course workflow by generating comprehensive and branded reports directly from your ppvote course presentation. Unlike the standard Export to Excel, the custom export creates summary reports, individual feedback sheets, and structured data for the WJA office.

Keep your files together in one folder: PowerPoint course presentation, ppvote participant list, and the custom report template.

Do not modify the layout or structure of the template, as this could interfere with automated data population.

Preparing the Participant List

This is now used in place of a separate sign in sheet.

Fill in trainee details before the course and theory/practical results after the course.

Before practical assessments, review theory results to verify all trainees passed with at least 80%. You can do this by going to Add-ins > CLiKAPAD > Voting Results > View / Export to Excel. No need to actually export to Excel at this stage though. Just click on the Results by keypad button and check that everyone has achieved a score of 80% or more.

Running the Custom Export

To run a custom report go to Add-ins > CLiKAPAD > Voting Results > View / Export Data to Excel. You’ll then see a button called 'Custom Export'. Name the report and save it in the same folder as your presentation. After export, we recommend that you move reports to a server or cloud location. Alternatively, save a backup copy to an external drive.

Understanding the Output

The export will include a feedback sheet for each trainee within Excel. It will also include a summary sheet that shows all trainees on one page, with their test scores and a list per trainee of each question answered incorrectly.

The results by keypad sheet is used by the WJA office team and includes the data that used to be captured in the sign-in sheet but now added to the ppvote Participant List. Please submit the entire workbook to the office.

 

Final Steps Before Sending Reports

On each individual feedback sheet, there is a box to add trainer observations and practical feedback. Those sheets and the summary sheet should be saved as PDF files before issuing to clients or trainees.

Click here for a video guide