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How do you update the logo on custom reports?

If you lose your report template and need to create a new one, or you change your branding and need to update the logo on your reports, these instructions will show you how to edit an existing template. 

You will need a copy of the ppvote Custom Report file, as that holds the information about what information to include in the export, not just the branding to use. If you don't have a copy, you can obtain one from another trainer or by emailing wja@clikapad.com. 

  1. Browse to the folder that holds the ppvote Custom Report that you wish to update
  2. Open the Excel report workbook

  3. Delete the logo that you wish to replace
  4. Click "Insert"
  5. Click "Pictures"


  6. Choose This Device from the Pictures menu


  7. Browse to the folder with the logo image that you wish to insert, click on the logo and then click the Insert button



  8. Resize and position the inserted logo in the report header



  9. Right-click the inserted logo picture and choose Copy



  10. Click on the "Individual Report Template" tab



  11. Delete the logo you wish to replace


  12. Paste the logo you copied and resize and position the pasted logo in the report header


  13. Click on File 
  14. Click "Save As"
  15. Open the Save as type menu - CRITICAL STEP. If you save as a workbook not a template, it will not work. 
  16. Choose Excel Template (*.xltx)
  17. Click More options
  18. Browse to one of your course folders

  19. Save the Excel template

  20. Confirm replacing the existing workbook
  21. Right-click the saved Excel template and choose Copy
  22. Paste into the next course folder
  23. Replace the existing file in the destination. Then repeat this for all your other course folders