Page Comparison

1. Access panel setup

From Organiser panel:

• Hover over panel heading
  

• Click cog icon

2. Add category

From Pick categories to display section:

• Click + New Category

From New Category screen:

• In Data Source section, click Setup Power Report
  

• When selecting Create new or Choose existing, the option to create/select a Renewal negotiation report type is offered
  
  See next step

3. Select Renewal negotiation report type

When creating a new report:

• Click Create new and select Renewal Negotiations as the report type

  

• Build your renewal negotiations Power Report

When adding a pre-saved report:

• Click Create new Choose existing and select Renewal Negotiations as the report type

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• Select the required pre-saved report and click Accept

4. Display & sharing options

• Category name: enter the name of the category (how you want it should to appear in the panel)

• Sort results by: click drop down menu for options on how to sort the category results

• Sharing options - default is for the new category not to be shared
  If wanting to make the category available to other users, click Do not share and choose to share with Everyone, selected Offices or selected Negotiators

• Click Save

5. Category option added to panel

The new category is added at the bottom of the list :

- asterisk (*) indicates that the category has been manually added:

• Tick new category to add it to the panel
  

• Click tick icon in panel header to save panel setup

6. New category added

The new category is added to the panel and is displayed at the bottom of the list