Leaders can now generate multiple documents simultaneously, streamlining reporting for large datasets like schools, grades, or departments.
Instead of filtering and exporting reports one by one, you can now automate the process. By selecting a specific survey question—such as "Department"—the system triggers a batch of tailored reports for every response category. This ensures every stakeholder receives precise insights without the manual administrative burden.
To use this feature, leaders can initiate an export and activate the "Generate Multiple documents at once" toggle to automate the reporting process.
- Leaders can choose specific single-select, multi-select, or dropdown survey questions to serve as the unique criteria for each individual report. Note: these questions are typically used to identify demographic segments, hence why they’ve been selected.
- Once a question is selected, the system provides an immediate prompt indicating the total number of documents that will be generated based on the available responses.
- After providing a title and clicking "Generate," the automated process runs in the background, allowing leaders to continue with other tasks.
- Leaders can track progress or download completed files by navigating to the list of generated documents in the Reports page.
- The Reports page displays both previously generated documents and a list of new files currently being processed, ensuring a clear and organized workflow.
