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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

The Power Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectively. The Organiser is made up of panels, where categories can be added and removed, as required. Power Reports can be saved and added to your Organiser panels for quick access.

If you think the results/stats in your Organiser dashboard are not as you expect and/or they are different to your colleagues, the table below outlines various setup screens you can check.

Info

In order to edit Organiser panels, you may need some assistance with building Power Reports - click here for more information.

Further help on the Organiser is available here


Note

Category setup overrides Panel setup, while Panel setup overrides Layout setup. 


Areas to check:

1. Check layout setup

  • Click the Settings button (cog) at the top right corner of the Organiser screen

  • In General Settings

    • Default layout type: ensure the correct type is selected

    • Display data from office(s): ensure the correct office(s) are shown

  • Click Done to save changes


2. Check panel setup

Panel setup is found at the top of every Organiser panel

  • Hover over the panel header bar, a cog icon will be displayed (see right), click this to access Panel Setup

  • In Panel Setup

    • Offices to include: ensure the correct office(s) are shown for this panel

      These are the offices that the categories in this panel are taking their data from 

  • Click the tick icon (in the panel header bar) to save any changes

3. Check category setup

  • Right-click over the category to check/edit and click Setup

    The Edit Category will be displayed, this screen outlines how the category is setup and uses the same screens as a Power Report


  • Click Edit and select Edit criteria to view/edit the current criteria for that category - see 3a


  • Click Done then Save to update the category criteria

Expand
title3a. Edit criteria screen

When choosing to Edit criteria, the screen shown is the same as that seen when building/editing a Power Report. Use this screen to edit the report to match your requirements.



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