The Launch Page in Synoptix 11

Your Central Hub for Daily Insights

1. Introduction

The Launch Page in Synoptix 11 serves as your central hub, bringing the tools and insights you rely on most into one streamlined workspace. It’s designed to minimize clicks and make your most-used resources instantly accessible.

Every Launch Page is unique to its user. While your User Role determines the default layout and available features, you have full control to customize the page to match your individual workflow.

[Image Suggestion: Full Launch Page overview showing sections labeled “Recent Reports,” “Quick Links,” and “Widgets.”]

2. Recent Reports

At the very top of your Launch Page, you’ll find:

  • The Create New button
  • A personalized greeting (e.g., “Good morning, [Your Name]”)
  • A horizontal list of your ten most recently run reports

As you scroll through your recent reports, the greeting smoothly disappears to make room for your full report list.

Each user’s list is personalized—it automatically updates every time you run a report, ensuring your most frequently used reports are always right at your fingertips.

[Image Suggestion: Highlight the “Create New” button and recent reports carousel with greeting visible.]

Announcement Bar

Just beneath your recent reports, you’ll notice the Announcement Bar.

This section keeps you informed about:

  • New features and enhancements
  • Version updates
  • Other important system notices

It’s your go-to spot for staying current with Synoptix improvements and release news.

[Image Suggestion: Screenshot showing Announcement Bar with sample message like “Synoptix 11.1 now available!”]

3. Quick Links

Next, you’ll see six customizable Quick Link tiles. These shortcuts can link to anything you use most—such as:

  • Reports
  • Dashboards
  • Budget templates
  • Navigation areas

This flexibility allows you to access critical tools in a single click.

[Image Suggestion: Screenshot of Quick Link section with example tiles labeled “Reports,” “Budgets,” and “Dashboards.”]

Editing Quick Links

To customize your Quick Links:

  1. Right-click on any tile and select Edit Tiles.
  2. A modal window will open showing six slots, each matching a tile on your Launch Page.
  3. Choose the tile you’d like to edit.
  4. Assign it to a report, dashboard, budget, or navigation item.
  5. Click the pencil icon next to the tile name to rename it, then press Enter.
  6. Repeat as needed, then click Save to confirm your updates.

[Image Suggestion: Screenshot of “Edit Tiles” modal with slot selection and rename field highlighted.]

Locked Tiles

In some User Roles, certain tiles may appear locked.

This is intentional—not a permissions error. Locked tiles ensure that users in limited-role views still have access to critical features, especially when the left-hand navigation menu is hidden.

4. Widgets

At the bottom of the Launch Page, you’ll find your Widgets section—one of the most powerful additions in Synoptix 11.

Widgets transform your Launch Page into a personalized, interactive dashboard that surfaces key performance indicators (KPIs), charts, and summaries at a glance.

[Image Suggestion: Screenshot showing multiple widgets displaying KPIs and graphs.]

Featured Resources Widget

In the top-left corner, you’ll notice a special Synoptix Resources widget.

This area highlights useful tools such as:

  • Links to the Learning Center (guides, tutorials, and videos)
  • Options to book time with the Synoptix Services Team
  • Other featured content to help you get the most from Synoptix

Managing Your Widgets

You can fully customize your widgets using the dropdown menu in the top-right corner of each one.

From this menu, you can:

  • Select from your saved widgets
  • Duplicate a widget
  • Delete a widget

To add more content, click Add a New Widget. You can create as many widgets as you like.

Drilling Into Widgets

Any widget connected to a report can be drilled into for more detail. This allows you to move seamlessly from summary insights to the full underlying data with a single click.

[Image Suggestion: Example widget drill-down showing transition to detailed report view.]

5. Summary

That’s the Launch Page—your personalized control center for everything Synoptix.

With:

  • A Create New button
  • Your top 10 recent reports
  • Six customizable Quick Links
  • Interactive, data-driven widgets

—you’ll have everything you need to dive into your work and start gaining insights immediately.

If you’d like help setting up your Launch Page or learning more about widgets and customization, contact our team.

For more self-guided learning, visit the Synoptix Learning Center for step-by-step tutorials and videos.

[Image Suggestion: Closing visual showing all three Launch Page sections in one view—Recent Reports, Quick Links, Widgets.]

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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.