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Library management: Analysis profile

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Summary

The analysis profile allows your firm to toggle features on and off, promoting a streamlined workflow. 

Learn how to configure MindBridge to create a user experience tailored to your firm's methodologies. 

Note: The analysis profile is only available for use with general ledger analyses and is read-only for system libraries.

Configuration details

You must be an App Admin to view and manage analysis profiles.


Go to the Analysis profile

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you want to view.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.
  4. Select the General ledger tab.
    You will go to the Analysis profile section.


Disable or enable MindBridge features

All MindBridge dashboards, report, tools, and settings are enabled by default.

To disable or enable a feature, use the toggle in line with the feature, then Save your changes.

Note: Existing analyses using the library are automatically updated when features are enabled or disabled.

Dashboards

Dashboard Result of disabling
Audit assertion risk
  • Removes the Audit Assertion Risk tab from the Analyze page
  • Disables drill-down option from the Financial Statements dashboard
  • Removes annotation options for Audit Assertion Risk
Financial statements
  • Removes the Financial Statements tab from the Analyze page
  • Removes annotations for Financial Statements
  • These features are disabled automatically:
    • Automated scoping
    • Significant account report
      • Cannot be populated without scoping
    • Planning analytics report
      • Cannot be populated without scoping or annotations
Prior period comparison 
  • Removed the Prior period comparison tab from the Analyze page.
Ratios
  • Removes the Ratios tab from the Analyze page
  • Removes the Ratios tab from the Engagement Settings page
  • Removes the Ratios section from the Significant account report
Risk overview
  • Removes the Risk Overview tab from the Analyze page
  • Summary of Transactional Risk report cannot be populated

Trends

  • Removes the Trends tab from the Analyze page
  • Disables drill-down option on the Financial Statements dashboard
  • Removes the Trends section from the Significant account report

Data table view

Select whether you want the data table dashboard to display entries or transactions by default.

Landing page 

When opening an analysis, select the dashboard you want to see by default.

Note: If you disable the landing page dashboard, MindBridge will automatically set your default landing page to the Data table tab.

Reports

Reports Result of disabling
Balance sheet
  • Removes this report from the Reports tab
Completeness check
  • Removes this report from the Reports tab
Income statement
  • Removes this report from the Reports tab
Interim roll forward check
  • Removes this report from the Reports tab
Planning analytics
  • Removes this report from the Reports tab
  • Removes the Actions menu option for this report on the Financial statements dashboard
Significant accounts
  • Removes this report from the Reports tab
  • Disables the drill-down option for this report on the Financial statements dashboard
Summary of transactional risk
  • Removes this report from the Reports tab
Trended account details
  • Removes this report from the Reports tab
Unbalanced transactions check
  • Removes this report from the Reports tab

 

Tools and settings

Tools and settings Result of disabling
Automated scoping
  • Removes the Automate Scoping option from the scoping process
Expanded transactions detail export to Excel
  • Disables automatic formatting when exporting to Excel from the Data table tab or the Audit plan page.
Intelligent sampler
  • Removes the Intelligent Sampler option from the Data table tab
Interim analysis
  • Removes the Interim or Full Analysis toggle on analysis creation
  • This feature is disabled automatically:
    • Interim roll forward check report
Required materiality

When required materiality is disabled:

  • You can use the materiality modal to set the materiality to "none" by hitting "Save" with no value in the modal input
  • You can perform scoping with no materiality value set

When required materiality is enabled:

  • You cannot save materiality from the modal unless a value is set (the field is mandatory to the form submission)
  • You cannot perform scoping unless the analysis has a materiality value set
  • "Materiality" text, in the materiality widget and the modal, is highlighted with a red "this is mandatory" asterisk

 


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