Create Briefing Books

Use briefing books to hold a collection of analytic snapshots. These snapshots give you a picture of what's going on at the time the analytic is added, downloaded, or rerun. You can download briefing books as PDFs or MHTML to view, print, or

Add Content to New Briefing Books

1. Open the Reports and Analytics work area.

2. Click Browse Catalog.

3. Select your analytic, then click More and select Add to Briefing Book.

   Or, find your dashboard and click Open.

   1. Go to the dashboard page you want to add.

   2. Click the Page Options button and select Add to Briefing Book.

4. Select Updatable if you want the analytic results refreshed whenever the briefing book is downloaded or rerun, or Snapshot to store it without updating.

5. Click Browse.

6. Name your briefing book and save it in My Folders.

Add Content to Existing Briefing Books

1. Open the Reports and Analytics work area.

2. Click Browse Catalog.

3. Select your analysis, then click More and select Add to Briefing Book.

   Or, find your dashboard and click Open.

   1. Go to the dashboard page you want to add.

   2. Click the Page Options button and select Add to Briefing Book.

4. Select Updatable if you want the analytic results refreshed whenever the briefing book is downloaded or rerun, or Snapshot to store it without updating.

Download and Edit Briefing Books

1. Open the Reports and Analytics work area.

2. Click Browse Catalog to locate your briefing book, and click PDF to download it.