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This guide has been reviewed against our global client base and classed as relevant to the all regions |
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access panel setup
add & remove categories in a panel
add existing Power Reports to a panel.
On the main menu, click Organiser (where applicable select Use Power Organiser):
1. Access Panel Setup From the Organiser: Choose which panel to add/remove a category on
Hover over the panel header bar, a cog icon will be displayed (see right)
Click the cog to access Panel Setup
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2. Panel Setup options Currently displayed categories in this panel can be removed by un-checking them
Pre-configured categories can be added, check the ones required
New categories can be created, click + New Category and move to step 3
Panel Setup also allow the Panel header to be changed, plus the Offices to include in the panel data (where allowed)
To save any changes to the Panel Setup, click the tick icon (in the panel header bar)
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3. Adding a new category On Panel Setup, click + New Category
Data source: click Setup Power Report, options are:
Category name: how the new category will be displayed in the Organiser panel
Sort results by: select how the report results should be sorted
e.g. selecting Registered will sort by date registered on the system
Do not share: click to choose to share with other users/offices/company, or leave to keep for own use
Do not preview results: determines whether a count is shown on the Organiser panel for the new category
Click Save
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| Allows you to create a new Power Report to be added to the panel (as outlined in how to build a Power Report): - Select the required criteria for your new panel category - Click Done  |
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| Allows a currently saved Power Report to be added to the panel (click here for help on saving Power Reports): - Report Type: select type from list
Saved reports are then shown below - Select the required report
Hovering over the report displays a summary of it - Click Accept  |
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4. New category in Panel Setup Newly added categories are displayed at the bottom of the panel, indicated by an asterisk (*)
Check the box beside your new category to make sure it is displayed on the panel
Hovering over the panel displays a cog icon allowing the category configuration to be edited
Click the tick icon (in the panel header bar) to save
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5. New category added to Organiser Categories can be moved to other panels using click and drag |  Image Removed Image Added |
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This page outlines how to access the Organiser panel setup, how to add & remove categories in a panel and how to add existing Power Reports to a panel |
