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Author's profile photo Former Member

Save some trees with Spend Performance Management Briefing books functionality


With this neat functionality business users can print electronic version of reports and / or dashboards, which means taking a snapshot of the data at that given point in time and storing it for later use.



Cases were this functionality would come very handy:

  • Cases where you want to be able to view the data offline
  • To archive snapshots or reports or dashboard for later viewing
  • To send dataset to buyers or supplier who do not have connection to your system



Just double click on any briefing book to launch it.  You can perform the following operations on any book:

  • Re-name any page in the book
  • Re-arrange pages in a book
  • Refresh a single page in the book to update it with the most current data
  • Refresh the entire book or all the pages to update it with most current data
  • Export single page in image format
  • Export the entire book in PDF format
  • Export the entire book in XML format (used in offline Briefing Book Viewer)



Icons within a single pageIcons in a single page














Allows you to display data in a Table, Chart or Table & Chart   format






Information about the Report / Dashboard






To refresh this single page and update it the latest data in the   system



 Export as an image



Export this single page as an image



Icons outside the page   Icons outside the page
















 Close Briefing Book



Close the Briefing Book



 Briefing Book Information



Information about the Briefing Book



 Show Organizer



Show Organizer: Used to rearrange the pages and rename any page



 Save Briefing Book



Save any changes made to the Briefing Book



 Refresh all pages of Briefing Book



Refresh all the pages in the Briefing Book to update it with most   recent data.



 Export Breifing Book in .pdf format



Export the entire Briefing Book to a .pdf format



 Export Briefing Book in .xml format (for Offline reading)



Export the Briefing Book in an .xml format which can be opened using   Offline Briefing Book View (available on service marketplace




After executing a report or a dashboard click on the camera looking icon to send any report to a briefing book.   If you have already set up a default briefing book, you are all done if not the system will prompt you to select a book from the list of available books.Export dashboard to Briefing Book


Export dashboard to Briefing Book


Note:  Keep in mind that the reports / dashboards that are added to the briefing books are independent copies, meaning any changes (even deleting the object) made to the reports / dashboards (after adding them to the briefing books) will not be reflected in the briefing book.  Even when refreshing the data in the briefing book only the data is updated and nothing else.

Below is a short video of the briefing book functionality

Download a short video of Briefing Book functioanlity

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      Author's profile photo Former Member
      Former Member
      Hey Rohit,

      thank you really much for this guide and the attached video !

      Hope to get more such stuff from you in the future !