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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 requiredplus Power Reports can be saved and added to your Organiser panels for quick access

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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 - click the cog to access Panel Setup

    Panel setup cog.png

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

From Panel Setup:

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

  • In Pick categories to display

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

    • Pre-configured categories can be added, check

    - 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 - see
      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) 

    Panel setup options.png

Add new

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custom-built categories to an Organiser panel

1. Add new category

From Panel Setup:

  • Click + New Category then beside Data Source click Setup Power Report

    New category - first screen.png

2. Choose data source

Data source options are:

  • Create new - see 2a

  • Choose existing - see 2b

  • Import from file - can be used when you have been provided with a saved .rrd file to import
    Select required .rrd file - skip to step 3

    Data source options.png

2a. Data source: Create new

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

From Data source menu:

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

  • Click Done - skip to step 3

New category.png

2b. Data source: Choose existing

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

From Data source menu:

  • Select Choose existing

    • Report Type: select type from list
      Saved reports are shown below, select the required report
      Hover over the report to display a summary of it

  • Click Accept -skip to step 3

    Data source - use existing.png

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.png

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

    • The category configuration can be edited - hover over the panel to display a cog icon

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

    Select new category in panel.png

5. New category added to Organiser

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

    Select new category in panel - saved.png
Tip

Categories can be moved to other panels using click and drag

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