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Change Organiser layout (inc. add new panels & categories)

Change Organiser layout (inc. add new panels & categories)

Owned by Fiona Hardy
Last updated: Jan 31, 2025 by Fiona Hardy
4 min read

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

The Organiser is made up of 3 layers:

  • the overall layout

  • panels within the layout

  • categories within the panels

Each layer has its own criteria - this page explains how to change your Organiser layout and also how the layers work together, including which takes precedence

1. Change Organiser layout

When logging in to Reapit and/or the Organiser for the first time, a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:

  • Click Settings button (top right of the Organiser screen) for options to change:

    • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

    • Display data from office(s) - select the office(s) whose data you wish to see within the relevant panels

Organiser - settings - layout settings.png

For information on the initial setup screens, click here: Change Organiser layout (inc. add new panels & categories) | Organiser initial setup screens

2. Add/edit an Organiser panel

A new panel can be added to the default layout:

  • Click Layout button and select Add new panel

    Organiser - layout - add new panel.png

  • Different panel type options are shown and outlined, select the required type and click Accept to add the new panel to the layout

  • The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

  • The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

  • An existing panel can be edited via Panel Setup - to access this:

    • Hover over the panel header, click the settings (cog) icon

    • Make required changes then click tick icon on the panel header to save changes

When a panel has its own office criteria - this criteria takes precedence over the offices selected when choosing the office(s) in the layout options, shown in step 1

3. Organiser panel categories

Most panels can have categories added to them, this example shows a new List type panel added to the Organiser

  • In Panel header, give the panel a name

  • Click Pick Category to Display - options are:

    • Create new category - allows a new report to be built, or an existing saved report to be used, which is then added to the panel

    • Pick existing category - allows a pre-configured category to be added to the panel

Organiser initial setup screens

When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:

  • Click Get Started

  • Choose the most appropriate layout that suits your use of Reapit

  • Choose the office(s) to include in the default layout chosen

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