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The Organiser is made up of panels, where categories can be added and removed, as requiredplus Power Reports can be saved and added to your Organiser panels for quick access

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Configure panels/categories via panel setup

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- including how to delete a category

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1. Access panel setup

From the Organiser, choose which panel to add/remove a category on:

  • Hover over the panel header bar, a cog icon will be displayed - click the cog to access Panel Setup

    Panel setup cog.png

2. Add pre-configured or custom-built categories (& remove categories)

From Panel Setup:

  • The Panel header (i.e. title) and/or Office(s) to include in the panel data can be changed

  • In Pick categories to display - categories currently being displayed in the panel are shown with a tick beside them

    • To remove a category from being displayed in the panel - un-tick it

    • Additional pre-configured categories are displayed - tick beside the ones required

    • New custom-built categories can be created - click + New Category
      See next section titled Add new category to an Organiser panel

  • To save any changes to the Panel Setup, click the tick icon (in the panel header bar) 

    Panel setup options.png

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