Adding and removing categories on the Organiser
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:
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2. Panel Setup options
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3. Adding a new category
| 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 - Select the required report - Click Accept |
4. New category in Panel Setup
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5. New category added to Organiser
Categories can be moved to other panels using click and drag
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