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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 you expect and/or they are different to your colleagues, the table below outlines various setup screens you can check.

Info

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.

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

Areas to check:

1. Check layout setup

Click the Settings button (cog) at the top right corner of the Organiser screen
In General Settings
- Default layout type: ensure the correct type is selected
- Display data from office(s): ensure the correct office(s) are shown
Click Done to save changes

2. Check panel setup

Panel setup is found at the top of every Organiser panel

Hover over the panel header bar, a cog icon will be displayed (see right)
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
To save any changes to the Panel Setup, click the tick icon (in the panel header bar)

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

Versions Compared

Old Version 20

New Version 21

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