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Info

This guide has been reviewed against our global client base and classed as relevant to all regions

The Power Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectively. The

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Organiser is made up of panels, where categories can be added and removed, as required.

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 Power Reports can be saved

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and added to your

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Organiser panels for quick access.

If

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the

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figures in your

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Organiser dashboard are not as

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expected and/or they are different to your colleagues,

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this page outlines various setup screens you can check

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Tip

In order to edit

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Organiser panels,

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it is useful to understand building Power Reports - click here for more information

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Further help on the

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Organiser is available here

Areas to check

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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

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2. Check

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panel setup

Panel setup is found at the top of every Organiser panel

  • Hover over the panel header bar,

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  • cog

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  •  icon will be displayed (see right)

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  • , 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 

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  • Click the tick icon (in the panel header bar)

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  • 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

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  • 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

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  • criteria

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Expand
title3a. 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.

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Note

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

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Excerpt
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Guidance on what to check if the figures shown on the Organiser dashboard are not as expected