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

The Power Organiser is made up of 3 layers - the overall layout, panels within the layout and categories within the panels. Each layer has its own criteria

This page breaks down each layer and which takes precedence


1. Layout (set-up screens)

When logging in to your Reapit software and/or the Power Organiser for the first time, you will be presented with the set-up screens

These screens give layout options:

  • Choose the most appropriate layout that suits your use of Reapit (see 1a)

  • Choose the office(s) to include in the default layout chosen (see 1b)

    After initial set-up, the layout can be changed by clicking Settings
    (cog icon - top right of the organiser screen)


Expand
title1a. Choose layout type


Expand
title1b. Choose office(s) to include

Select the office(s) whose data you need to see in the default panels


2. Panels

A new panel can be added to the default layout:

  • Click the Layout option (top left of the organiser screen) and select Add new panel

    Different panel type options are shown and outlined

  • Select the required type (e.g. List) and click Accept to add the new panel to the layout



Info

When a panel has its own office criteria - this criteria takes precedence over the offices selected when choosing the office(s) in the layout options, shown in 1b


3. Categories

Most panels need to have categories added to them, this example shows a new List type panel added to the Organiser

  • In Panel header, give the panel a name

  • Click Pick Category to Display and choose to either:

    • Create new category - this option allows a new or existing Power Report to be added to the panel (see 3a)

      or

    • Pick existing category - this option allows a pre-configured category to be added to the panel (see 3b)

Expand
title3a. Create new category

Click Setup Power Report and create a new Power Report to add to the Organiser or select an existing report
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Expand
title3b. Pick existing category

Pick a pre-configured category from the list
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Info

The criteria settings in a category take precedence over the settings in a panel or layout.



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Excerpt
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This article explains each layer of the Power Organiser