Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 39 Current »

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

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: Building a Power Report

1. Check layout setup

  • Click the Settings button at the top right corner of the Organiser screen

  • In General Settings

    • Default layout type: ensure the correct type is selected

    • Display data from office(s): ensure the correct office(s) are shown

  • Click Done to save changes

Settings screen - general.png

2. Check panel setup

Panel Setup is available in every Organiser panel

From an Organiser panel:

  • Hover over the panel header, a cog icon will be displayed, click this to access Panel Setup

    Panel with cog icon.png

From Panel Setup:

  • Offices to include - ensure the correct office(s) are shown for this panel
    These are the offices that the categories in this panel are taking their data from 

  • Click the tick icon (in the panel header) to save any changes

    Panel setup.png

3. Check category setup

  • Right-click over the category to check/edit and click Setup
    The Edit Category screen will be displayed

    Setup category menu option.png

The Edit Category screen outlines how the category is setup:

  • Click Edit and select Edit criteria to view/edit the current criteria for that category

    Edit category - edit menu option.png

The screen shown is the same as that seen when building/editing a Power Report:

  • Edit the report criteria to match your requirements and click Done

    Edit category screen.png

  • Click Save to update the category criteria

    Edit category.png

The Organiser is made up of 3 layers:

  • Overall layout

  • Panels (on the layout)

  • Categories (within the panels)

Category setup overrides panel setup, while panel setup overrides layout setup

  • No labels