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Sometimes within your Organiser you will notice that your results/stats aren't what you are expecting or they may be 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:

1. The Layout setup
2. The Panel setup
3. 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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1. 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.

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

1. Check your Panel setup.

This can be 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. These are the offices that your categories will be pulling their data from.

1. Below is a screenshot of the panel setup location:

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1. Check your Report/Category setup. To access this, right click on the category you wish to check/edit and then go to Setup - This will take you to the Edit Category screen.

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.

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

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

If the figures in your Organiser dashboard are not as expected and/or they are different to your colleagues, this page outlines various setup screens you can check

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	Image Added
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 this to access Panel Setup In 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  Click the tick icon (in the panel header bar) to save any changes	Image AddedImage Added
3. Check category setup Right-click over the category to check/edit and click Setup The Edit Category will be displayed, this screen outlines how the category is setup and uses the same screens as a Power Report Click Edit and select Edit criteria to view/edit the current criteria for that category - see 3a Click Done then Save to update the category criteria	Image AddedImage Added Expand title 3a. Edit criteria screen When choosing to Edit criteria, the screen shown is the same as that seen when building/editing a Power Report. Use this screen to edit the report to match your requirements. Image Added

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