Synoptix 11 introduces a completely redesigned navigation system, built to make finding what you need faster, simpler, and more consistent across reports, dashboards, and budgets.
It’s important to note that your menu system may look different from what you see in examples depending on your User Role. Each role is designed to display only the tools and features relevant to your work.
[Image Suggestion: Full interface screenshot highlighting the left-hand menu and top navigation bar.]
Outside of your Launch Page, the left-hand menu serves as your main navigation hub throughout Synoptix.
[Image Suggestion: Annotated screenshot labeling each section of the left-hand menu.]
At the very top of the menu, you’ll see the Synoptix logo.
Clicking this logo at any time will bring you back to your Launch Page—your central workspace.
Below the Home button, you’ll find Create New.
Selecting this opens a small window where you can choose what type of content to create:
This is your starting point for building new assets in Synoptix.
Next is the Favorites section.
This menu gives you quick access to:
In the top right corner of the Favorites panel, you’ll see a plus (+) button to create new items directly from Favorites.
Each menu includes a Collapse All button beside its header—use this to reset your view to the top level, especially if your list has expanded or become cluttered.
When you hover over an item in any menu, you’ll notice a set of highlight buttons appear on the right-hand side.
These may vary depending on the item type, but common ones include:
To run a report, simply click its name.
To favorite an item, click the star icon. Clicking it again will remove it from your Favorites.
[Image Suggestion: Screenshot showing highlight buttons on hover with icons labeled.]
In the top-right corner of the left-hand menu, you’ll see the Pin icon.
[Image Suggestion: Close-up of Pin icon states: active vs. inactive.]
The Reporting section gives you complete access to all your reports.
At the top-right corner, you’ll find:
You can drag and drop reports and folders to rearrange them as needed.
To narrow your list, click the Filter icon to view only packets or charts.
To clear your filter, click the “X” at the top-left of the menu.
[Image Suggestion: Screenshot showing filtered report view and drag-and-drop rearranging.]
The Scheduler menu lets you automate report generation and delivery.
You can configure reports to run on a set schedule and automatically send them to designated recipients—no manual effort required.
[Image Suggestion: Screenshot of Scheduler menu showing list of scheduled reports.]
From the Dashboards menu, you can:
This menu functions similarly to the others, ensuring a consistent experience throughout the platform.
[Image Suggestion: Dashboard menu view with “New Dashboard” button highlighted.]
The Budget menu provides access to your organization’s budgeting tools.
At the top, you’ll find the Budget Overview—a snapshot of your organization’s full budget structure and progress.
Below that are two buttons:
The Year Selector allows you to view budgets by year.
Expanding a selected year displays its budget templates. Expanding a template further reveals run versions, known as sheets.
The orange number beside each sheet indicates how many versions exist.
In the top-right corner of this section, you’ll find Budget Settings for managing configuration options.
At the bottom of the Budget menu are three important tools:
Following the Budget menu, you’ll find three advanced features:
These powerful tools let you manage, finalize, and model your budgets with flexibility. Each will be explored in separate training modules.
[Image Suggestion: Screenshot of expanded Budget menu with each feature labeled.]
The Widgets menu leads to the Widget Designer, where you can create and manage widgets that display data on your Launch Page.
You’ll find a full library of widget templates that can be customized and added as needed.
Widgets are a great way to surface KPIs, charts, and other visual insights right on your Launch Page, helping you monitor the metrics that matter most.
[Image Suggestion: Widget Designer view with widget library visible.]
Across the top of Synoptix 11, you’ll find the Top Navigation Bar, which houses global tools and contextual options.
This button provides AI-driven insights on select reports, helping you interpret and understand your data quickly.
Use the Search Bar to locate reports, dashboards, budgets, or other items instantly.
Type a keyword, and Synoptix will display matching results.
The Conversations button displays discussions or comments linked to the report you’re viewing.
This feature keeps collaboration tied directly to your data, avoiding the need for separate email or chat threads.
The Export button lets you download or share your current report in various formats for distribution or offline analysis.
[Image Suggestion: Screenshot highlighting top bar buttons—Intelligence, Search, Conversations, Export.]
Located on the far right of the top navigation bar, the Profile Menu allows you to manage personal preferences, account settings, and support options.
Displays a quick snapshot of your organization’s current budgeting progress.
Adjust how Synoptix behaves through environment-specific options, such as:
Here you can:
[Image Suggestion: Expanded Profile Menu showing options and toggles.]
That’s the new navigation system in Synoptix 11.
Every menu follows a consistent, intuitive structure—so once you’ve learned one, the rest will feel familiar.
This redesign is focused on helping you:
If you’d like additional training or want to activate features your organization hasn’t implemented yet, contact our team for help.
For more tutorials, visit the Synoptix Learning Center for step-by-step guides and videos.
[Image Suggestion: Closing visual showing both left-hand and top navigation areas with key labels.]
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.