Sometimes within your Organiser you will notice that your results/stats aren't what you are expecting or they may be different to your colleagues, when in fact you should be seeing the same information. There is usually a very simple reason as to why this is, and it will all be explained below.
The 3 primary areas we need to check are:
- The Layout setup
- The Panel setup
- The report/categeory setup
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Step-by-step guide / Checks to perform
2. When in the layout setup screen, you will need to ensure that you have the correct Layout type and offices selected. Please Note The report setup will supersede the panel setup, and the panel setup will supersede the layout setup. |
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1. Check your Panel setup. This can be found at the top of every panel in your organiser. Hover your mouse above the panel and you will notice a small cog appear - clicks this to enter that panel's setup. 2. When in the panel setup screen, you will need to ensure that you have the correct Offices to include added. These are the offices that your categories will be pulling their data from. |
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1. Check your Report/Category setup. To access this, right click on the category you wish to check/edit and then go to Setup - This will take you to the Edit Category screen. Useful Power Reporting Information This is where your knowledge of Power Reports comes in handy. Power Reports - how to build a Power Report 2. Once in the Edit Category screen, you will need to click on Edit button and then Edit criteria - this will take you to the report setup. 3. Once in the report setup (This is just a Power Report) you will be able to see the current criteria for that category. You can change this to meet your requirements and give you the results that you want. |
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