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