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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

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

Note

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

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: Building a Power Report

1. Check layout setup

  • Click the Settings button

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  • 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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Settings screen - general.pngImage Added

2. Check

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panel setup

Panel

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Setup is available in every Organiser panel

From an Organiser panel:

  • Hover over the panel header

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  • ,

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  • a cog icon will be displayed

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  • , click this

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  • to access Panel Setup

    Panel with cog icon.pngImage Added

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From Panel Setup:

  • Offices to include

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  • - 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

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  • the tick

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  •  icon (in the panel header

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  • ) to save any changes

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  • Panel setup.pngImage Added

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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  • Setup category menu option.pngImage Added

The Edit Category screen outlines how the category is setup

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

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title3a. Edit criteria screen

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  • Edit category - edit menu option.pngImage Added

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

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:

  • Edit the report criteria to match your requirements

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  • and click Done

    Edit category screen.pngImage Added
  • Click Save to update the category criteria

    Edit category.pngImage Added
Note

The Organiser is made up of 3 layers:

  • Overall layout

  • Panels (on the layout)

  • Categories (within the panels)

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