Exports & Share information - Creating and selecting Briefing Books content

Select **Documents** from the Control Panel\ Click on **Briefing Books** under Templates\ Click on the **Plus icon**

Under **Template Name**, enter the name of the new template, in this example, ‘Weekly Report Central Division’.\ Under Access select **Global** from the dropdown menu\ You can also set the Access level to Private or Restricted

Navigate to the **Scorecards tab**\ Mark the **checkbox** next to the Scorecard you want to include in the report\ Once selected, the Scorecard will appear on the left panel

Select the **Scorecard** you want to include information from\ Use the tabs to navigate to **Objectives**\ Select a **Summary Report**\ Choose one, multiple or all **Objectives**\ Once you are done with your selection, click **Save**

You will find your newly created template under Briefing Book templates

Select **Documents** from the Control Panel\ Click on **Briefing Books** under Documents\ Use the checkbox next to **All Users** to see all previously generated Briefing Books or uncheck it to see only the ones you have created\ Use the **Show All** dropdown menu to display all reports you have generated\ Click the **Download icon** next to the appropriate book to view it

Select **Documents** from the Control Panel\ Click on **Briefing Books** under Templates\ Click on the **three dots** icon next to the desired Briefing Book\ Select **Edit Template**\ A new window will appear with options to edit

Navigate to the **Scorecards tab**\ Here, you can select which **Scorecards** you would like to include in the report\ When you select a Scorecard, it will appear as a tab on the left.\ From there, click into the Scorecard from which you would like to add elements from

Use the tabs (**Scorecard**, **Objective**, etc.) at the top of this window to select the type of element page that will be included from this Scorecard\ Check the box next to the **Summary Reports** and **Detail Pages** to be included\ Include **Linked Pages** will include elements linked to the summary report(s) you have selected.\ Once you are done with your selection, click **Save**

Click "Global"

Select **Documents** from the Control Panel\ Click on **Briefing Books** under Templates\ Click on the **three dots icon** next to the desired Briefing Book\ Select **Edit Template**\ A new window will appear with options to edit

Navigate to the **Contents tab**\ All included pages are visible here with **Summary** and **Detail labels** as well as element icons to distinguish between these types of pages.\ \ Contents can be deleted by clicking the **X icon** next to the element.\ The order of elements and reports on the Contents tab reflects the order they will appear in the briefing book export.\ Once you are done with your changes, click **Save**