Add Content to New or Existing Briefing Books

You can add the content of dashboard pages or individual analyses to new or existing briefing books. A briefing book is a collection of static or updatable snapshots of dashboard pages and individual analyses.

For example, you might add the contents of a Regional Revenue analysis to a briefing book each quarter so that you can review quarterly revenue.

  1. Open the dashboard for editing.
  2. Navigate to the page to add or that contains the analysis to add.
  3. To add the results of an individual analysis to a briefing book:
    1. Edit the dashboard, and select Tools, then Page Report Links.
    2. Select the Customize option and click Add to Briefing Book.
    3. Click OK.
  4. To add the contents of the dashboard page to a briefing book:
    1. Click Page Options and select Add To Briefing Book.
    2. In the Save Briefing Book Content dialog, click Browse.
    3. In the Save As dialog, choose where to save content, then click OK.