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:
(Tip: Images throughout this guide will help you visually identify each feature.)
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.
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.
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.
Example image suggestion: Screenshot showing “Create New” button and recent reports list.
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:
This customization ensures that you only see the tools you actually need—making your workspace cleaner and easier to navigate.
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.
Tip: Think of Quick Links as your “favorites bar.” You can set them up however you like to save clicks.
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.
Example image suggestion: Widget grid showing KPIs and graphs.
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.
Here’s a breakdown of each section in order: display data on
Acts as a Home button, returning you to your Launch Page.
Create New
Opens a small window to create a new workspace or report.
Favorites
Expands to show your ten most recent reports and any items marked as favorites.
Reporting
Lets you search, filter, and access all reports, graphs, and packets.
Scheduler
Automates report generation and distribution across your organization.
Dashboard Designer
Create and customize your own dynamic dashboards.
Budgeting & Forecasting
• Budget Overview
• Budget Templates
• Position Management
• Final Approval
• What-If Scenarios
Access the full budgeting suite including:
Displays your full budget structure and progress at a glance.
Shows all templates by budget year and version.
Manage positions within your budgeting model.
Review and finalize budgets before submission.
Run hypothetical forecasts for planning flexibility.
Widget Designer
Create, customize, and manage widgets that display data on your Launch Page.
Example image suggestion: Annotated screenshot of the expanded left-hand menu.
Across the top of the Synoptix 11 interface, you’ll find a horizontal bar that provides universal search and quick-action buttons.
Use the Search Bar to quickly find any report, dashboard, or item by name or keyword.
Located next to the search bar, these buttons offer fast access to powerful tools:
In the top-right corner, you’ll find your Profile Menu.
From here, you can:
Example image suggestion: Screenshot showing search bar and profile menu expanded.
Scalability: A foundation built to keep growing with your organization’s needs.