Adding Content to a New or Existing Briefing Book

You must have one of the following user type permissions:
  • BI Author Limited

  • BI Author Developer

  • BI Tenant Administrator

Home > Oracle Business Intelligence > Catalog
  1. Open the dashboard or analysis that contains the content to add to a briefing book.
  2. Navigate to the page to add or that contains the analysis to add.
  3. Perform one of the following actions:
    • To add the contents of the dashboard page to a briefing book, click the Page Options toolbar button on the dashboard page and select Add To Briefing Book

      .
      Note: The Add to Briefing Book option is not available on an empty dashboard page or if the Show Add to Briefing Book box in the Dashboard Properties dialog has not been selected for the page.
    • To add the results of an individual analysis to a briefing book, locate the analysis on the dashboard and click the Add to Briefing Book link.

      Note: This link is displayed only if the Add to Briefing Book option was selected in the Report Links dialog when the analysis was added to the dashboard. For information about setting the Add to Briefing Book option, see "Report Links dialog".
  4. Click Browse to display the Save As dialog.
  5. In the Save As dialog, to save the contents to:
    • A new briefing book, specify the location in which to save the briefing book in the Save In field, enter a name for the briefing book in the Name field, optionally enter a description in the Description field, and click OK.

    • An existing briefing book, select the briefing book and click OK.

  6. In the Save Briefing Book Content dialog, complete the remaining fields as appropriate.
  7. Click OK.

The content is added to the briefing book.