Adding content to a briefing book

After creating a briefing book, you can add content from Scorecard, Initiatives, Strategy, Home, Reports, and Dashboards to it.

Procedure

  1. Go to any tab and navigate to the view you want to capture.
  2. Select the Briefing Book button.
  3. Select the briefing book to which you want to add the content.
  4. Enter a name for the captured screen.