Synoptix 11 Overview Guide

A Complete Walkthrough of the New Interface and Navigation

Introduction

Synoptix 11 brings a completely redesigned user experience built for speed, simplicity, and intuitive navigation. This release puts all the powerful Synoptix features you rely on right at your fingertips—reducing clicks, streamlining menus, and helping you find insights faster than ever.

This guide will walk you through:

• The new Launch Page
• Role-based navigation
• The Left-hand Menu System
• The Top Navigation Bar
• Key new features like Quick Links, Widgets, and User Roles

(Tip: Images throughout this guide will help you visually identify each feature.)

1. Logging In

When you first log in to Synoptix 11, you’ll see a clean and straightforward Login Page.

Simply enter your credentials, and you’ll be taken directly to your Launch Page—your personalized home base within the application.
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2. The Launch Page: Your New Home Base

The Launch Page is one of the most significant updates in Synoptix 11.

It’s designed to serve as your central hub for everything you use daily—reports, budgets, dashboards, and widgets—all organized for quick access.

2.1 Create New and Recent Reports

At the top of your Launch Page, you’ll see a Create New button and your ten most recently run reports.

This area helps you jump right back into your day-to-day work without having to search or navigate menus.
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2.2 User Roles

Synoptix 11 introduces User Roles, a major enhancement that tailors your interface based on your responsibilities.

Your menus and available options automatically adjust depending on whether you’re a

• Report Viewer
• Budget Manager
• Executive User
• Or other defined role

This customization ensures that you only see the tools you actually need—making your workspace cleaner and easier to navigate.

2.3 Quick Links

Directly below your recent reports are six customizable Quick Links.

You can use these shortcuts to access your most important reports, budgets, dashboards, or any Synoptix feature you frequently use.
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‍Tip: Think of Quick Links as your “favorites bar.” You can set them up however you like to save clicks.

2.4 Personalized Widgets

At the bottom of the Launch Page, you’ll find your Widgets—a brand-new feature in Synoptix 11.

Widgets let you display KPIs, charts, graphs, and data summaries right on your home screen.

Any widget created in the Widget Designer can be placed here for at-a-glance insights.

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3. Navigation Menu (Left-hand Panel)

On the left side of the interface, you’ll see a vertical Navigation Bar that stays visible throughout the application.

Depending on your User Role, some icons may vary—or the menu may be hidden entirely for simplified users.

Hovering over the bar expands it to display full menu names.
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3.1 Menu Overview

Here’s a breakdown of each section in order: display data on