Content Comparison

1. Check layout

setup

• Click the Settings button

• 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

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2. Check

panel setup

Panel

Setup is available in every Organiser panel

From an Organiser panel:

• Hover over the panel header

• ,

• a cog icon will be displayed

• , click this to access Panel Setup

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From 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) to save any changes

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3. Check category setup

• Right-click over the category to check/edit and click Setup
  The Edit Category screen will be displayed

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The Edit Category

screen outlines how the category is setup

:

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

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The screen shown is the same as that seen when building/editing a Power Report:

• Edit the report criteria to match your requirements and click Done

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• Click

• Save to update the category criteria

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