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Create a PowerPoint template

When exporting your data from Netigate, you can either use the standard Power Point template, or you can create your own custom Power Point template to fit you company branding guidelines.

If you do not already have a company template, it will need to be added to your account. To ensure that your data is exported correctly, there are a couple of standard requirements that your customised PowerPoint template will need to meet.

Two sample templates that you can use as guidelines for your own template:

How to create a Power Point template

You can design your template by adding your own logos, graphics, fonts, and colours. You are also welcome to add a footer and images.

Note: your template can only contain two pages.

First page:

  • To add an automatic presentation of the exported survey name on the page, use “@surveyname”
  • To add the survey’s duration (start and end dates), use “@period”
  • To add the total amount of answers to your survey, use “@answers”
  • To add the answer frequency of the survey, use “@frequency”

Second page (graph page):

  • You can choose where you want the headline to be shown by inserting a text box in which you enter Title. You can choose the size of the text and change the colour and font. We recommend that you place it at the top of the page.
  • You choose where you want to add an optional description of the question using the Description text box. We recommend that you insert this just below the title.
  • You can also manage where the charts will be displayed later. You do this by adjusting the size of the chart in the template. The system will refer to the outer margins of the repositioned chart as the final size for your graphs.

We recommend that you allow enough margin space for the charts and headers to display correctly.

Please note: Some aspects of the Power Point export are not customisable, such as the number of digits behind a comma. If you require a different form of presentation, you can make the adjustments directly in the exported Power Point file.

If you have completed your template and want it linked to your account, please send the template to your account manager or TPM at Netigate, and they will help you with the upload.