The list of generated documents is available within the Reports tab. This feature allows leaders to trigger document generation in the background, gives more visibility to this report type (including Share users having filter presets), and provides a central location from which to manage all generated documents.
This update boosts efficiency by allowing reports to generate in the background, so leaders can keep working without waiting for an export to finish. Leaders can now leave ThoughtExchange while a report is being generated, and come back later to find it ready in the list.
To access this feature, navigate to the Reports tab and locate the heading "Editable Documents." Here, you will find a comprehensive table of all .docx files generated within the collection.
- Columns: The table includes the document title, the name of the user who generated it, the creation date, and the specific filter applied at the time of export.
- Background Generation: Users no longer need to stay on the export screen while documents are generated. Documents now process in the background, allowing them to navigate away and return when the file is ready for download.
- Actionable Table: Leaders can directly download or delete documents to keep their report repository organized.
- Improved Export UI: When initiating an export, any active filters will now be clearly displayed at the top of the export window for easy verification.
Note: Users with restricted "Shared Results" access can now view the Reports page. However, their view is strictly limited:
- They will only see the "Editable Documents" section.
- They will only see reports that match the filter presets defined in their specific access level.
- Other reporting elements—such as Interactive Web Reports, Custom Reports, or Slides—will remain hidden to ensure data privacy.