Adding and removing categories on the Organiser

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

  

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 the ones required

  • New categories can be created, click + New Category - see next section

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

  

1. Add new category

From Panel Setup:

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

  

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

  

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

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

  

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 

  

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

  

5. New category added to Organiser

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