Questions? We have answers.

Library management: Analysis profile

Article author
Tasha Kociszewski
  • Updated

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 a general ledger analysis and is read-only for system libraries.

Configuration details

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


Navigate 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 wish 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/enable MindBridge features

All MindBridge dashboards, tools, settings, and reports are on by default. To disable a feature, use the toggle in line with the feature.

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 on the Analyze page
  • Disables drill-down option on the Financial Statements dashboard
  • Removes annotation options for Audit Assertion Risk
Financial Statements
  • Removes the Financial Statements tab on 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

Trends

  • Removes the Trends tab on the Analyze page
  • Disables drill-down option on the Financial Statements dashboard
Ratios
  • Removes the Ratios tab on the Analyze page
  • Removes the Ratios tab from the Engagement Settings page
Risk Overview
  • Removes the Risk Overview tab on the Analyze page
  • Summary of Transactional Risk report cannot be populated

Landing page 

Select the dashboard you would like to see by default when you open an analysis.

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

Tools and settings

Tools and settings Result of disabling
Automated scoping
  • Removes the Automate Scoping option from the scoping wizard
Intelligent sampler
  • Removes the Intelligent Sampler option from the Data Table tab
Interim analysis
  • Removes the Interim or Full Analysis toggle on analysis creation
  • These features are disabled automatically:
    • Interim roll forward check report
Required materiality

When required materiality is disabled:

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

When required materiality is enabled:

  • Users cannot save materiality from the modal unless a value is set (the field is mandatory to the form submission)
  • Users 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.

Reports

Reports Result of disabling
Balance sheet
  • Removes this report on the Reports tab
Expense flurry*
  • Removes this report on the Reports tab
Fund expense flurry**
  • Removes this report on the Reports tab
Income statement
  • Removes this report on the Reports tab
Interim roll forward check
  • Removes this report on the Reports tab
Planning analytics
  • Removes this report on the Reports tab
  • Removes the Actions menu option for this report on the Financial Statements tab
Significant accounts
  • Removes this report on the Reports tab
  • Disables the drill-down option for this report on the Financial Statements tab
Statement of functional expenses*
  • Removes this report on the Reports tab
Summary of transactional risk
  • Removes this report on the Reports tab
Trended account details
  • Removes this report on the Reports tab
Trial and general ledger balance check
  • Removes this report on the Reports tab
Unbalanced transactions check
  • Removes this report on the Reports tab

*Only available for General ledger (NFP) analyses.
**Only available for General ledger (NFP fund) analyses.


Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.


Share this:

Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.