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Working with Briefing Books

A briefing book is a collection of analyses and dashboard pages that you build over time. For example, you can create a briefing book for service requests and each month add the most recent service request analyses to that briefing book. You can then open the briefing book and see how service requests have changed over time. You can then export the briefing book in PDF or MHTML format to share it with others.

The analyses and dashboard pages you add to each briefing book can be either updatable (content that refreshes with the latest data each time you open the briefing book) or a snapshot (content remains the same). Use the snapshot to preserve the data so it can be compared over time.

The following table shows the effects of privileges on actions you can take:

Privilege

Download (PDF and MHTML)

Manage Briefing Books into My Folders

Manage Briefing Books into Shared Folders

Access V3 Analytics

Yes

 

 

Manage Personal Reports

Yes

Yes

 

Manage Custom Reports

Yes

Yes

Yes

Be aware that the content of analyses and dashboard pages you add to briefing books are affected by the object's Print Rows setting. The Print Rows setting is found in the Print & Export Options dialog box in the Results tab for each analysis and on a dashboard page in the Tools menu, and you can set it to Visible or All. If Print Rows is set to Visible, then only rows visible to the person who added the analysis or dashboard page to the briefing book can appear. If Print Rows is set to All, then all rows appear in the briefing book.

You can perform the following tasks with briefing books:


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.