Schedule Analytics, Dashboard Pages, and Briefing Books

You can schedule Analytics, dashboard pages, and briefing books to run when you need them. You can also schedule other automated tasks, for example to deliver results to specific recipients, send notifications, or to generate a list of changes implemented today using the

Create an Agent

1. Open the Reports and Analytics work area or the Reports and Analytics panel tab if available in other work areas.

2. Click Browse Catalog.

3. Click the New icon and, from the Actionable Intelligence section, select Agent.

4. Make sure you enter information on the Delivery Content tab to specify the analysis, dashboard page, or briefing book to run. Browse for the analysis, dashboard page, or briefing book, which must be specified to generate an attachment.

5. Click the Save this Agent icon and save it in My Folders.