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

The Power Organiser is made up of 3 layers:

...

Each layer has its own criteria - this page explains how to change your Organiser layout and also how the layer layers work together, including which takes precedence

1.

Layout (set-up screens)

Change Organiser layout

When logging in to

your

Reapit

software

and/or the

Power

Organiser for the first time,

you will be presented with the set-up screens

These screens give layout options:

  • Choose the most appropriate layout that suits your use of Reapit (see 1a)

    • Choose the office(s) to include in the default layout chosen (see 1b)
    After initial set-up, the layout can be changed by clicking Settings
    (cog icon - top right of the organiser screen)Image Removed
    Expand
    title1a. Choose layout type
    Image Removed
    Expand
    title1b. Choose office(s) to include
    Select

    a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:

    • Click Settings button (top right of the Organiser screen) for options to change:

      • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

      • Display data from office(s) - select the office(s) whose data you

    need

      • wish to see

    in

      • within the

    default

      • relevant panels

    Image Removed2. Panels

    Organiser - settings - layout settings.pngImage Added
    Info

    For information on the initial setup screens, click here: https://reapit.atlassian.net/wiki/spaces/RW/pages/85492134/Changing+the+Organiser+layout+plus+adding+new+panels+categories#Organiser-initial-setup-screens

    2. Add/edit an Organiser panel

    A new panel can be added to the default layout:

    • Click

    the Layout option (top left of the organiser screen)

    • Layout button and select Add new panel

      Organiser - layout - add new panel.pngImage Added

    • Different panel type options are shown and outlined


    Select

    • , select the required type

    (e.g. List)

    • and click Accept to add the new panel to the layout

    Image RemovedImage Removedinfo

    • Organiser - layout - add new panel screen.pngImage Added

    • The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

      New list panel button on right.pngImage Added

    • The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

      New list panel button.pngImage Added

    • An existing panel can be edited via Panel Setup - to access this:

      • Hover over the panel header, click the settings (cog) icon

      • Make required changes then click tick icon on the panel header to save changes

    Note

    When a panel has its own office criteria - this criteria takes precedence over the offices selected when choosing the office(s) in the layout options, shown in

    1b

    step 1

    3.

    Categories

    Organiser panel categories

    Most panels

    need to

    can have categories added to them, this example shows a new List type panel added to the Organiser

    • In Panel header, give the panel a name

    • Click Pick Category to Display

    and choose to either

    • - options are:

      • Create new category

     

      • -

    this option

      • allows a new report to be built, or an existing

    Power Report

      • saved report to be used, which is then added to the

    panel (see 3a)
    or

      • panel

      • Pick existing

    category 

      • category -

    this option

      • allows a pre-configured category to be added to the

    panel (see 3b)Image Removed
    Expand
    title3a. Create new category

    Click Setup Power Report and create a new Power Report to add to the Organiser or select an existing report
    Image Removed

    Expand
    title3b. Pick existing category

    Pick a pre-configured category from the list
    Image Removed

    InfoThe criteria settings in a category take precedence over the settings in a panel or layout

      • panel

        New list panel - pick categories to display.pngImage Added
    Tip

    The criteria settings in a category take precedence over the settings in a panel or layout

    Organiser initial setup screens

    When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:

    • Click Get Started

      Image Added

    • Choose the most appropriate layout that suits your use of Reapit

      Image Added

    • Choose the office(s) to include in the default layout chosen

      Image Added
    Tip

    These settings can be changed at any time via the Organiser Settings screen (button top right on the Organiser) - as outlined in step 1 at the top of this guide

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    Note

    Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

    Excerpt
    hiddentrue

    This article explains each layer of the Power Organiser and , how to change your Organiser layout, how to add panels and how to add categories to a panel