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Each layer has its own criteria - this page explains how to change your Organiser layout and also how the layer work together, including 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

a Welcome screen followed by some set-up screens

These screens give layout options:

  • Click Get Started

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  • Choose the most appropriate layout that suits your use of Reapit

(see 1a)

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

(see 1b)

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Tip

After initial set-up, the layout can be changed by clicking Settings


(cog icon - top right of the organiser screen)

Image Removed Expandtitle1a. Choose layout type

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Expand
title1b. Choose office(s) to include

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

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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

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  • Different panel type options are shown and outlined


Select

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

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Tip

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

step 1

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

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  • 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)

    • panel
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      or

    • Pick existing category - this option allows a pre-configured category to be added to the

panel (see 3b)Image Removed
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

    • panel
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Tip

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

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
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This article explains each layer of the Power Organiser and how to change your Organiser layout

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