Manage Briefing Books

As an administrator, you can manage briefing books.

These snapshots give you a picture of what's going on at the time the analysis is added, downloaded, or rerun. Briefing books are stored in the catalog.

Add Content to New Briefing Books

You create a new briefing book by adding an analysis to it.

  1. Open the Reports and Analytics work area.
  2. Select your analysis, select More and then click Add to Briefing Book.
  3. Select Updatable if you want the analytic results refreshed whenever the briefing book is downloaded or rerun, or select Snapshot to store it without updating.
  4. Enter a description for your briefing book.
  5. Click Browse and navigate to My Folders, enter a name for the briefing book and click OK to save the Location path.
  6. Click OK to save the new briefing book.

Add Content to Existing Briefing Books

Use briefing books to hold a collection of analyses.

These collections give you a picture of what's going on at the time the analysis is added, downloaded, or rerun. You can download briefing books as PDFs or MHTML to view, print, or share. The PDF file includes a table of contents. Briefing books are stored in the catalog.

  1. Open the Reports and Analytics work area.
  2. Select your analysis, click More and then select Add to Briefing Book.
  3. Click Browse and navigate to the briefing book that you want to add this analysis to and click OK.
  4. Click OK to save the updated briefing book.

Download Briefing Books

You can download a version of a briefing book.

You can download briefing books as PDFs or MHTML to view, print, or share. The PDF file includes a table of contents.

  1. Open the Reports and Analytics work area.
  2. Click Catalog to locate your briefing book, and click PDF or Web Archive to download.