Incorrect results on the Organiser
This guide has been reviewed against our global client base and classed as relevant to 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.
If the figures in your Organiser dashboard are not as expected and/or they are different to your colleagues, this page outlines various setup screens you can check
In order to edit Organiser panels, it is useful to understand building Power Reports - click here for more information
Further help on the Organiser is available here
Areas to check
1. Check layout setup
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2. Check panel setup Panel setup is found at the top of every Organiser panel
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3. Check category setup
| When choosing to Edit criteria, the screen shown is the same as that seen when building/editing a Power Report. Use this screen to edit the report to match your requirements. |
Category setup overrides Panel setup, while Panel setup overrides Layout setup
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