Summary
Analysis configuration allows you to enable and disable visible dashboards, reports, tools and settings, streamlining your team's workflows in MindBridge.
Learn how to configure MindBridge to create a standard experience tailored to your firm's methodologies.
Configuration details
You must be an App Admin to view and manage analysis configuration in the library.
Go to analysis configuration in the library
- Open the MindBridge sidebar (
).
- Select Admin (
) near the bottom of the sidebar.
You will go to the Admin settings. - Go to the Libraries tab.
- Open the Actions menu in line with the library you want to view.
- Select View library.
You will go to the Library details tab. - Select the General ledger tab.
You will go to the Analysis configuration section.
Disable or enable MindBridge features
Use the toggles to enable and disable each MindBridge feature, as desired. When you are satisfied with your changes to these features, Save your work.
Select Discard changes to discard any unsaved changes.
Most MindBridge dashboards, reports, tools and settings are enabled upon creation of a new library, but the following features are disabled by default:
- Expanded transactions detail export to Excel (Tools and settings): Exports to Excel from the Data Table or the Audit Plan are formatted to allow for results of procedures to be documented in-line directly within the spreadsheet.
- Required materiality (Tools and settings): Make materiality a required input and block the ability to perform scoping if it has not been set.
Dashboards
Use the toggles to determine which dashboards should be Enabled or Disabled in analysis results.
Dashboard | Result of disabling/enabling |
---|---|
Audit assertion risk |
|
Financial statements |
|
Prior period comparison |
|
Ratios |
|
Risk overview |
|
Risk segmentation |
|
Trends |
|
Data table view
Select whether you want the data table to display entries or transactions by default.
The Data table dashboard cannot be disabled.
Landing page
Select the dashboard you want to see by default when navigating to analysis results.
Reports
Use the toggles to determine which reports should be Enabled or Disabled in analysis results.
Reports | Result of disabling |
---|---|
Account risk summary |
|
Balance sheet |
|
Completeness check |
|
Income statement |
|
Interim roll forward check |
|
Planning analytics |
|
Significant accounts |
|
Summary of transactional risk |
|
Trended account details |
|
Unbalanced transactions check |
|
Tools and settings
Use the toggles to determine which tools and settings should be Enabled or Disabled in analysis results.
Tools and settings | Result of disabling |
---|---|
Automated scoping |
|
Expanded transactions detail export to Excel |
|
Create sample |
|
Interim analysis |
|
MindBridge score |
|
Required materiality |
When required materiality is disabled:
When required materiality is enabled:
|
Anything else on your mind? Chat with us or submit a request for further assistance.