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The Recent row: your 12 newest documents

**Vault** is HQ's library of generated reports: Discovery Day Packs, quarterly reviews, compliance audits, and member cohort reports, each a finished PDF (with an XLSX export where one exists) stam…

5 min read·Updated July 14, 2026
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What this covers

Vault is HQ's library of generated reports: Discovery Day Packs, quarterly reviews, compliance audits, and member cohort reports, each a finished PDF (with an XLSX export where one exists) stamped with the period it covers. The first row of tiles under Vault's summary panel is Recent: the 12 newest documents your network has generated, of any kind, newest first.

This article covers that one row: what it shows, how a tile reads, and what happens when you click one. For the summary panel above it and the four type-specific rows below it, see the related articles at the bottom.

Where to find it

Open Vault from the HQ sidebar (it sits with Feed, Decisions, Action Plans, Playbooks, and Broadcast), or go directly to hq.verinode.ai/vault. Recent is the first row of tiles on the page, directly below the summary panel and above the four type-specific rows: Discovery Day Packs, Quarterly reviews, Compliance audits, and Member cohort reports.

What "12 newest" means

Recent pulls from the same underlying set of documents as every other row on the page. It is not a separate feed or a separate document type, it always shows the 12 most recently generated documents, mixed across all four kinds, ordered newest first. A document that appears in Recent also appears in its own type row further down; it's the same document listed twice, once by recency and once by kind, not two copies.

Because Recent mixes kinds together, you might see a Discovery Day Pack, a quarterly review, and a compliance audit sitting side by side in the same row, whichever documents happen to be the newest at the moment you look. If your network has generated fewer than 12 documents in total, Recent simply shows all of them; there's no padding and no placeholder tiles.

Note

Recent is a view, not a store of its own. Nothing sits "in" Recent that isn't also counted in the summary panel's total and listed in its own type row further down the page.

Reading a tile in Recent

Every tile in Recent uses the exact same layout as the tiles in the type-specific rows below it:

  • Type label (top of the tile): which of the four kinds this document is, "Discovery Day Pack," "Quarterly review," "Compliance audit," or "Member cohort." Each kind carries its own color accent so a mixed row is easy to scan at a glance.
  • Headline: the reporting period. When the document has both a period start and a period end on file, this reads as a month-to-month range, for example "2026-04 → 2026-06." When no period range is recorded, it falls back to the plain generation date instead, for example "2026-07-01."
  • Sub-line: "PDF + XLSX available" when the document's PDF is ready, or "Generation incomplete" when it isn't yet.
  • Meta line: "Generated" followed by a relative time, "today," "1 day ago," a day count under 30 days, "1 month ago," or a month count beyond that.

What happens when you click a tile

Clicking any tile in Recent opens that document in a new browser tab, so you don't lose your place in Vault.

  1. 1If the document has a stored PDF, that PDF opens. This is the normal case, and it's what a "PDF + XLSX available" sub-line is telling you to expect.
  2. 2If there's no PDF on file but an XLSX export exists, the XLSX opens instead.
  3. 3If neither file exists yet, the sub-line already told you: it reads "Generation incomplete," and clicking the tile does nothing, because there is nothing yet to open.

In practice, a tile reading "PDF + XLSX available" always opens the PDF first, never the spreadsheet, even though both exist. The XLSX only comes into play as a fallback when the PDF specifically is missing.

Empty state

If your network hasn't generated a single document yet, Recent, like every other row, shows no tiles at all. In their place, it reads:

"No documents generated yet. Use the Generate button to run a Discovery Day Pack or open the Discovery Day surface for the full builder."

The "Generate button" is the Generate report → action in Vault's top-right corner, visible to HQ admins only, which routes to the Discovery Day builder. Vault itself doesn't create documents; it's the library they land in once something else has produced them.

Tip

If you're expecting a document you just generated and don't see it in Recent yet, give the page a moment and refresh. Recent always reflects the current 12 newest, so a freshly generated document should appear at the front of the row as soon as generation finishes. If an older document of the kind you're after has fallen out of the newest 12, scroll down to that document's own type row instead, it's never removed from there.

Note

Discovery Day Packs are the one exception here today. Pulling a pack from the Discovery Day builder downloads the PDF to your browser and logs the pull to the access trail, it does not file a copy into Vault, so a pack you just pulled will not turn up in Recent (or in the Discovery Day Packs row) no matter how long you wait. That's expected right now, not a refresh problem. The record of what went out lives in the access trail and in the Discovery Day page's own Pack history panel, see Discovery Day Packs in Vault.

The privacy boundary

Tip

Every document behind a Recent tile, whatever its kind, is built from aggregates: network rollups, cohort counts, and compliance summaries. Vault never surfaces a single franchisee's raw, private business data here or anywhere else in HQ. Franchisees own their underlying data; HQ sees what's been generated from it at the network level.

Related articles

Data sources

  1. 1.Vault document library. Verinode internal.
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