Using Motivity Exports to Determine Trial Count

Using a Motivity export and Excel, it is possible to determine a trial count per learner across a given date range. You can also use pivot tables to filter by staff across that date range. 

To generate the export, navigate to the learner's timeline, and select "Export" in the top right corner. From there, input the date range you are interested in, and select "All opportunities/Trials." 


This will result in a CSV file that can be opened in Excel, Google Sheets, or Numbers. Here is what the file looks like in Excel:

Generating a PivotTable

 

Here is how to set up the PivotTable to view total trials, trials per target, and trials per staff:

As shown in the PivotTable, this client had 641 total trials/opportunities across the date range of the export. You can also see the trials per target listed next to each corresponding target.

Trials Per Staff Member

To see how many trials were run per staff, navigate to the filter at the top of the PivotTable:


If you select only "Amanda Kelly," the table will filter out all other staff, and you will see only the trials collected by Amanda: