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Sometimes within your Organiser If you will notice that your results/stats aren't what you are expecting or they may be in your Power Organiser are not as expected and/or they are different to your colleagues, when in fact you should be seeing the same information. There is usually a very simple reason as to why this is, and it will all be explained below.

The 3 primary areas we need to check are:

The Layout setup
The Panel setup
The report/categeory setup

You may also be interested in: Power Organiser - how to add & remove categories

Step-by-step guide / Checks to perform

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Check your Layout setup. This is always in the top right corner of the organiser - you will notice the large cog icon. Click on this.

2. When in the layout setup screen, you will need to ensure that you have the correct Layout type and offices selected.

Note

title	Please Note

The report setup will supersede the panel setup, and the panel setup will supersede the layout setup.

Below is a screenshot of the layout setup location:Image Removed

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title	2. Layout setup screen

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1. Check your Panel setup.

This can be

The table below outlines some typical areas to check - usually in the setup of the following areas:

Layout
Panel
Category

Note

title	Please Note

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

Info

title	Useful 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 settings

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

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2. Check panel setup

Panel setup is found at the top of every panel in your organiser. Hover your mouse above the panel and you will notice a small cog appear - clicks this to enter that panel's setup.2. When in the panel setup screen, you will need to ensure that you have the correct Offices to include added. 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

your categories will be pulling

the categories in this panel are taking their data

from.

Below is a screenshot of the panel setup location:

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title	2. Panel setup screen

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1. Check your Report/Category setup. To access this, right click on the category you wish

from

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3. Check category setup

Right-click over the category to check/edit and

then go to Setup - This will take you to the Edit Category screen.

Info

title	Useful Power Reporting Information

This is where your knowledge of Power Reports comes in handy. Power Reports - how to build a Power Report

2. Once in the Edit Category screen, you will need to click on Edit button and then Edit criteria - this will take you to the report setup.

3. Once in the report setup (This is just a Power Report) you will be able to see the current criteria for that category. You can change this to meet your requirements and give you the results that you want.

Below is a screenshot of how to access the report/category setup:

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title	2. The 'Edit Category' screen

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title	3. The Report screen

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info

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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Versions Compared

Old Version 16

New Version 17

Key

Step-by-step guide / Checks to perform

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