...
| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to all regions |
If the figures in your Organiser dashboard are not as expected and/or they are different to your colleagues,
...
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
...
...
- 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 | ||
|---|---|---|
| ||
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:
| Expand | ||
|---|---|---|
| ||
|
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.
- Below is a screenshot of the panel setup location:
| Expand | ||
|---|---|---|
| ||
|
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.
| Info | ||
|---|---|---|
| ||
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:
| Expand | ||
|---|---|---|
| ||
|
| Expand | ||
|---|---|---|
| ||
|
...
this page outlines various setup screens you can check
| Tip |
|---|
In order to edit Organiser panels, it is useful to understand building Power Reports, click here for more information: Building a Power Report |
1. Check layout setup
 |
2. Check panel setup Panel Setup is available in every Organiser panel From an Organiser panel:
From Panel Setup:
|
3. Check category setup
The Edit Category screen outlines how the category is setup:
The screen shown is the same as that seen when building/editing a Power Report:
|
| Note |
|---|
The Organiser is made up of 3 layers:
Category setup overrides panel setup, while panel setup overrides layout setup |
Related articles
| Filter by label (Content by label) | |||
|---|---|---|---|
|
...
|
...
|
...
|
...
| Excerpt | ||
|---|---|---|
|
...
Guidance on what to check if the figures shown on the Organiser dashboard are not as expected |