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

If you think the results/stats in your Power Organiser dashboard are not as expected you expect and/or they are different to your colleagues. There is usually a very simple reason why. The , the table below outlines some typical areas to check - usually in the setup of the following areas:

  • Layout
  • Panel
    • Category

    various setup screens you can check.


    Note
    titlePlease Note

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


    Info
    titleUseful Power Reporting Information

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

    Further help on the Power Organiser is available here.


    Areas to check:

    1. Check layout settingssetup

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

    • Default layout type: ensure the correct type is selected

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



    2. Check panel setup

    Panel setup is found at the top of every Organiser panel

    • hover Hover over the panel header bar, a cog icon will be displayed (see right)

    • click Click the cog to access 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 


    3. Check category setup

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

      The Edit Category screen outlines how the category is setup and uses the same screens as a Power Report


    • Click Edit and select Edit criteria to view the current criteria for that category

      This can be changed to meet your requirements and is just the same as editing a Power Report


    • Click Done then Save to update the category criteria


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    Related issues