Incorrect results on the Organiser

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

Open

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

  Open

  

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

3. Check category setup

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

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

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

• Click Save to update the category criteria