Upgrade to
Synoptix 11

Personalized Home Experience

• New Launch Page: Access recently run reports, create new content, manage quick links, and view personalized widgets from a centralized home screen.
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• Customizable Quick Links: Add shortcuts to frequently used reports, dashboards, budgets, and other key resources for faster navigation.
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• Recent Activity Access: Quickly return to recently run reports and commonly used content without searching through folders.

Smarter Navigation & Accessibility

• Role-Based Personalization: Tailor menus and available features based on user responsibilities, creating a more focused and efficient experience.
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• Enhanced Navigation Structure: A redesigned left-hand navigation and top navigation bar provide faster access to reporting, budgeting, dashboards, widgets, and other core functionality.
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• Universal Search: Locate reports, dashboards, and content more quickly from anywhere within the platform.

Widgets & Dashboard Customization

• Launch Page Widgets: Surface KPIs, charts, graphs, and key metrics directly on the home page for instant visibility.
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• Widget Designer: Create, customize, and manage widgets using configurable layouts, chart types, scheduling options, and report-based data sources.
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• Scheduled Widget Refreshes: Keep critical information current with automated widget updates.

Reporting & Productivity Enhancements

• ‍Improved Report Access: Faster access to reports through Favorites, Recent Reports, and a streamlined Reporting area.
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• Integrated Conversations: Collaborate more effectively through discussions connected directly to reports and business data.
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• Export Tools: Export reports and information in multiple formats directly from the top navigation bar.
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• Create New Workspace: Quickly create reports, dashboards, and other content from a centralized creation menu.

Budgeting & Forecasting Improvements

• Enhanced Budgeting Access: Access Budget Overview, Position Management, What-If Scenarios, Final Approval, and budget templates directly from primary navigation.
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• Simplified Financial Planning Navigation: Spend less time locating budgeting tools and more time managing financial plans.

AI & Intelligent Insights

• Synoptix Intelligence: Access AI-powered insights and analysis directly within the platform to help uncover trends and support decision-making.

Learning & User Support

• Learning Center: Access product documentation, training resources, and self-service learning materials from within Synoptix.
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• In-Product Guidance: Contextual tooltips connect users directly to relevant help content while they work.

Account & User Management

• Expanded Profile Menu: Easily access account settings, password management, support resources, and logout options from a centralized location.
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• Improved Support Access: Find help and assistance more quickly without disrupting your workflow.