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This guide has been reviewed against our global client base and classed as relevant to |
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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.
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all regions |
If the figures in your 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 |
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In order to edit Organiser panels, |
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it is useful to understand building Power Reports |
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, click here for more information |
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Further help on the Organiser is available here
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Category setup overrides Panel setup, while Panel setup overrides Layout setup. |
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1. Check layout setup
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2. Check |
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panel setup Panel |
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Setup is available in every Organiser panel From an Organiser panel:
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From Panel Setup:
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3. Check category setup
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The Edit Category screen outlines how the category is setup |
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title | 3a. Edit criteria screen |
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The screen shown is the same as that seen when building/editing a Power Report |
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Note |
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The Organiser is made up of 3 layers:
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 |