Synopsis View

See everything at a glance.

The Synopsis View gives you a consolidated summary of every object stored in the Portal — devices, accounts, agreements, configurations, and more. Whether you're looking at the global dashboard or drilling into a single company, the synopsis lets you quickly assess what's documented and where to focus.

Key Features:

• Global and per-company views: View a portal-wide summary from the main dashboard, or filter down to a specific company to see only what belongs to them.
• Fully customizable: Choose exactly which object types appear in your synopsis — add or remove items to match what matters most to your team.
• Clickable navigation: Click any section to instantly drill into the details — view all Active Directory accounts, agreements, devices, or any other category with a single click.
• Configuration classes: Configurations can be grouped by class, giving you organized breakdowns based on the configuration types you've defined in your admin settings.
• Quick assessment: Instantly see object counts and spot gaps in documentation, upcoming expirations, or areas that need attention.