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

The Power Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectivelyThe Organiser is made up of panels, where categories can be added and removed, as required. plus Power Reports can be saved and added to your Organiser panels for quick access

This page outlines how to (click a link to skip to a section):

  • access panel setup

  • add & remove categories in a panel

  • add existing Power Reports to a panel.

1. Access Panel Setup

From the Organiser:

...

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Configure panels/categories via panel setup - including how to delete a category

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

  • - click the cog to access Panel Setup

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  • Panel setup cog.pngImage Added

2. Add pre-configured or custom-built categories (& remove categories)

From Panel Setup

options

  • Currently displayed categories in this panel can be removed by un-checking them

    • Pre-configured categories can be added, check

    :

    • The Panel header (i.e. title) and/or Office(s) to include in the panel data can be changed

    • In Pick categories to display - categories currently being displayed in the panel are shown with a tick beside them

      • To remove a category from being displayed in the panel - un-tick it

      • Additional pre-configured categories are displayed - tick beside the ones required

      • New custom-built 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)


      • See next section titled Add new custom-built categories to an Organiser panel

    • To save any changes to the Panel Setup, click the tick icon (in the panel header bar) 

    Image Removed3. Adding a
    • Panel setup options.pngImage Added

    Add new custom-built categories to an Organiser panel

    1. Add new category

    On

    From Panel Setup

    , click

    :

    • Click + New Category


    Data source: click

    • then beside Data Source click Setup Power Report

    ,

    • New category - first screen.pngImage Added

    2. Choose data source

    Data source options are:

    • Create new - see

    3a 

    • 2a

    • Choose existing - see

    3b

    • 2b

    • Import from file - can be used when you have been provided with a saved .rrd file to import

    • 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 

    Image Removed Expand
    title3a. Create new
    Allows

    • Select required .rrd file - skip to step 3

      Data source options.pngImage Added

    2a. Data source: Create new

    This option allows you to create a new Power Report to be added to the

    panel (as outlined in how to build a Power Report):- Select

    panel

    From Data source menu:

    • Select Create new then select the required criteria for your new panel category

    - Expandtitle3b.

    • Click Done - skip to step 3

    Image Removed
    New category.pngImage Added

    2b. Data source: Choose existing

    Allows

    This option allows a currently saved Power Report to be added to the panel 

    (click here for help on saving Power Reports):-

    From Data source menu:

    • Select Choose existing

      • Report Type: select type from list
        Saved reports are

    then

      • shown below

    - Select

      • , select the required report

    Hovering

      • Hover over the report

    displays a summary of it

    - Click Accept

    Image Removed

      • to display a summary of it

    • Click Accept -skip to step 3

      Data source - use existing.pngImage Added

    3. New category name & settings

    Use the fields under data source to set up how you want the new category to be presented on the Organiser panel:

    • Category name
      Enter the title of the category how you wish it to be displayed on 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 

      New category - last screen.pngImage Added

    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 

    • category to make sure it is displayed on the panel

    Hovering

      • The category configuration can be edited - hover over the panel

    displays

      • to display a cog icon

    allowing the category configuration to be edited
    Click the tick icon (in the panel header bar)

    • Hover over the panel header and click tick icon to save

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    • Select new category in panel.pngImage Added

    5. New category added to Organiser

    • The new category will now be shown on the Organiser panel

      Select new category in panel - saved.pngImage Added
    Tip

    Categories can be moved to other panels using click and drag

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    Excerpt
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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

    ...