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Analytics > Working with Briefing Books > Creating Briefing Books

Creating Briefing Books

You can create as many briefing books as you need, for example, you can create one for each sales division in your company, one for each product, and so on.

To create a new briefing book from a saved analysis or dashboard page

1. In the Analytics tabs, click Catalog.
2. To add an analysis, follow these steps:
   1. Navigate to an analysis.
   2. Under the name of the analysis right-click (or pull down the More menu, depending on the view type) and choose Add to Briefing Book.
3. To add a dashboard page, follow these steps:
   1. Navigate to a dashboard page.
   2. Click Run to run the dashboard page.
   3. Pull down the Tools menu and choose Add to Briefing Book.
4. In the Content Type section, select one of the following:
   • Updatable. When you open the briefing book in the future, the contents of the analysis updates with the latest information.
   • Snapshot. When you open the briefing book in the future, the contents of the analysis are exactly as you see them now. This enables you to save this analysis as-is so you can compare it with same analysis run at a different time. For example, you could add a snapshot of the same analysis every month for a year and then you have the ability to evaluate the changes month to month.
5. In the Follow Briefing Book Navigation Links section, select one of the following. A navigation link is a link from the contents section of the briefing book to a specific section within the briefing book. This is the equivalent of making hyperlinks in a table of contents to chapters in a book. You define the navigation links in a later step.
   • No. Do not include navigation links in the briefing book.
   • Yes. Include navigation links in the briefing book. If you select Yes, then you also must specify the number of links to follow (maximum of five).
6. Enter a text description of the briefing book.
7. Click Browse to display the Save As dialog box.
8. Select a location for the briefing book, in the Name field enter a name for this briefing book and click OK to close the Save As dialog box.
9. In the Save Briefing Book Content dialog box, click OK.

   Oracle CRM On Demand displays a message that the selected object is now added to the briefing book.

For more information on briefing books, see:

• Working with Briefing Books
• Adding Analyses to Briefing Books
• Adding Dashboard Pages to Briefing Books
• Editing Briefing Books
• Displaying and Exporting Briefing Books