Notifications

Orbit's own inbox. One line for each thing that happened on your account — a document filed, a scheduled report that finished, a company added to a portfolio — newest first.

Opening the page

At the bottom of the left rail, click Notification. The rail shows icons only until you widen it with Collapse Sidebar.
Or open the Dashboard and find the Notification panel. Clicking the panel's title opens this page.
Or click one of the alerts inside that panel. This page then opens on that alert, with its category and its company or portfolio already selected — see Arriving from an alert below.

The rail's bottom group. Notification is the item in view here, which is why its row is filled in; the dot on the bell is the only sign anywhere in the product that something is waiting for you.

Notification is not one of the main menu entries — it sits at the foot of the rail, below the pinned portfolios.

The rail dot is checked once

Orbit asks whether anything is unread when the app loads and does not ask again. Reading notifications during a session can therefore leave the dot on screen until you reload.

The page opens on the last thirty days, newest first — Create Date 1 is that window, and it is the only filter set on a fresh visit. Filings, scheduled reports and portfolio changes share the one list, so the tag on the left of each headline is what tells them apart.

Arriving from an alert

Following an alert from the Dashboard panel carries two things over: the alert's category, and its company or portfolio. The rest of the list is left alone, so the entry you clicked can still be sitting among many others.

The same list after arriving from a Dashboard alert: the filter line now holds Create Date 1, Category 1 and Portfolio 1, and the first entry is tinted a pale blue behind the others, with the portfolio's name at the right of every entry. — Both the filters and the tint come from the click, not from you. The date chip has no ✕ on it and the other two do — that is **Create Date** refusing to be cleared, which is picked up again below under Filtering the list.

The tint is a one-off. Changing any filter or typing in the search box takes it away, and the only way back to it is to open the alert from the Dashboard again.

The notifications

Every entry has the same four parts: what kind of event it was, its headline, the company or portfolio it concerns, and when it arrived.

Part	What it holds
Category tag	The kind of event, at the left of the headline. This account produces Filing, Portfolio and Schedules: green, gold and blue respectively. The set is whatever the account generates, and it is the same set the Category filter offers. It is a label, not a link — clicking it marks the entry read like any other part of the row.
Headline	One line naming what happened. It is cut short when it does not fit, and hovering it brings the whole thing up in a tooltip.
Company or portfolio	The subject, at the right of the headline. A company is shown with its logo and a portfolio as a plain name. Entries that concern neither leave this empty.
Message	The detail, in a sentence or two, and often a link to whatever the entry is about. Links open in a new browser tab.
Timestamp	When the entry arrived, in your own time zone and to the minute. The list is ordered by it, newest first.

Unread and read

Entries you have not opened yet are drawn in heavier type and carry a small red dot at the left. An entry becomes read when you click it, and what exactly that click does depends on what you hit:

You click	What happens
Anywhere on the entry	It is marked read. Nothing opens.
A link in the message	The link opens in a new tab, and the entry stays unread — the click stops at the link.
A company's name	The company's page opens in a new tab. Because that click also lands on the entry, the entry is marked read as well.
A company's logo	Only the name is a link, so the logo does nothing but mark the entry read.
A portfolio's name	Takes you to Portfolio Management with that portfolio in view, and leaves the entry unread.

Where the company page is

The company page covers what opens when you click a company: its header, the cards held for it, and the actions you can take on it.

Reading is one-way. There is no way to put an entry back to unread, and no button that marks the whole list read at once.

Filtering the list

The line at the top of the page holds Filter and a chip for each filter you have set, with the number of values it holds beside the name — Create Date 1 is one date range. A filter left alone shows no chip at all. Each chip carries an ✕ to drop that filter, except Create Date, which cannot be dropped.

The filter panel open over the list: a Search filters box, then a row each for Create Date, Category, Read Status, Company and Portfolio, only the first of which carries a count, and a Reset button at the foot. — **Filter** opens a list of the five filters rather than a form — each row then opens its options in a column to the right, and every one of those columns carries its own **Search here** box. The number beside a row is how many values it holds, so on a fresh page **Create Date** is the only row with one.

Filter	What it holds
Create Date	The window the entries arrived in. It always holds a range: the page opens on the last thirty days, and this is the one filter that cannot be cleared.
Category	Which kinds of event to include. More than one at a time.
Read Status	Read or Unread — one or the other, not both.
Company	The companies to include. Long lists are narrowed by typing, which looks up matching company names and offers the three closest.
Portfolio	The portfolios to include. More than one at a time.

Changing any of them re-runs the query and returns you to the first page.

Create Date

Read Status

Company

Portfolio

Two buttons clear things, and they are not the same size of action. Reset at the foot of the panel drops every filter at once. Clear at the foot of one filter's options drops only that one.

The date window is doing the most work

Because the range starts at thirty days, an entry you remember from last quarter is not in the list, and no amount of filtering will bring it back. Widen Create Date before concluding that something never arrived.

Searching the list

The box at the right of the filter line searches the headlines and messages of the entries already on screen.

The search box holding the word Apple with a clear button, and the list below cut down to the entries whose headline or message contains it, while the total and the pager at the foot are unchanged. — The total at the foot does not move when you search. That is the tell: this box is filtering what is already on the page rather than asking Orbit for anything new.

The search only sees one page

It filters the entries already fetched — the handful in front of you — and nothing beyond them. A search that comes back empty may simply mean the match is on another page. Widen Create Date, narrow the other filters, or move to the next page, and search again.

The page after a search that matches nothing: the term sits in the search box, the whole list area is taken up by a No Data illustration, and the filter line and pager are still in place. — An empty result is not the same as nothing having happened. The filters are untouched, so clearing the search box brings the list straight back.

Moving through the list

The foot of the page carries how many entries match, a page size, and the pager.

The foot of the page with the page size dropdown open over the last entry, offering 20/page, 50/page and 100/page, beside the total and the pager. — The page size is 20, 50 or 100 entries. Changing it starts you again at the first page, so the entry you were reading may move.

Where to go from here

A notification is a pointer, not the thing itself. What it points at lives elsewhere: a finished report on Schedules, a change to a list on Portfolio Management, a document on Company Report.

If the same alert keeps arriving and you no longer need it, the fix is at the source — pause the schedule that produces it, or take the company off the portfolio it belongs to.