Adding and removing categories on the Organiser

Owned by Fiona Hardy
Last updated: Dec 23, 2021 by Fiona Hardy
4 min read

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 effectively

The Organiser is made up of panels, where categories can be added and removed, as required. Power Reports can be saved and added to your Organiser panels for quick access

This page outlines how to:

  • access panel setup

  • add & remove categories in a panel

  • add existing Power Reports to a panel.

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

 

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) 

 

3. Adding a new category

  • On Panel Setup, click + New Category

  • Data source: click Setup Power Report, options are:

    • Create new - see 3a 

    • Choose existing - see 3b

    • 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 

 

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

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

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

5. New category added to Organiser

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

Categories can be moved to other panels using click and drag

 

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