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Planning analytics report

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Summary

The planning analytics report summarizes financial statements and captures annotations that describe the nature of the balances and variances across periods. 

Learn how to create, view, edit, and export a planning analytics report.


Go to the Reports tab

  1. Select the MindBridge icon in the sidebar.
    You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row.
    You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row.
    You will go to the Data page.
  4. Select View Analysis on the desired analysis.
  5. Select the Reports tab.

Tip: If you are already in an analysis, simply use the sidebar to open the Analyze menu, then select the name of the analysis you want to see and go to the Reports tab.


Overview

The planning analytics report is a single exportable report that captures all of the observations and discussion regarding key account balances and variances, whether you're reviewing clients, conducting an audit, or working on your own data.

When the report is created, any annotations saved on the Financial statements dashboard are imported into the report for further review and editing. 

You may continue to add, edit, and update annotations outside of the report, but these changes will not sync with the existing report. If you want to include these changes in the report, you must delete* the existing report and re-create it.

*Note: Annotations or comments added exclusively to the report (i.e., not added to the Financial statements dashboard) will be permanently deleted when the report is deleted.

Create the report

From the Reports tab

  1. On the Reports tab, go to the Custom reports section.
  2. Select Create report in line with Planning analytics.

From the Financial statements tab

  1. Open the Actions menu.
  2. Select View planning analytics report.


View the report

From the Reports tab

  1. Go to the Custom reports section.
  2. Select the report name to view it.

From the Financial statements tab

  1. Open the Actions menu.
  2. Select View planning analytics report.

Included in the report

  • Balance sheet
  • Income statement
  • Scoping decisions
  • Overall risk scores
  • Annotations added to accounts*

Comments and supporting context can be added to any section of the report before it is exported.

*Note: This report will display annotations made on on L3 accounts, L4 accounts, and GL accounts (the most granular level).

How to edit the report

From the Reports tab

Once you have created the report, there are 2 ways to enter Edit mode from the Reports tab:

  • Select the pencil icon (Edit) in line with Planning analytics, or,
  • Select the report name to view it, then open the Actions menu and select Edit.

From the Financial statements tab

  1. Open the Actions menu.
  2. Select View planning analytics report.
  3. Open the Actions menu.
  4. Select Edit.

Edit mode

Edit mode allows you to add and remove report components, reposition components on the page, and log comments, create notes, and apply text styling as needed.

Upon entering Edit mode, you will see that each component of the report is split apart.

Select any component to start editing. When you are satisfied with your edits, Save your work and go back to View mode.

Add a component

  1. Select the + icon above or below the selected component.
    A list of components appears.
  2. Select the component you want to add to the page.
Tip: Many components come with a dedicated section for notes so you don't have to add them as a separate component.

Remove a component

Use the trash icon to remove a component from the report.

Move a component

Use the up or down arrow icons to move the component up or down one position on the page. You can move a component as many times as needed.


Export the report

Once you have created the report, there are a few ways to export it.

From the Reports tab

  • Select the Export icon in line with Planning analytics, or, 
  • Select the Report name to go to View mode, then open the Actions menu and select Export.

From the Financial statements tab

  1. Open the Actions menu.
  2. Select View planning analytics report.
  3. Open the Actions menu.
  4. Select Export.

The .pdf file exports to your computer.


Copy the report to your clipboard

Copy a report to your computer's clipboard so you can paste it into the document formatting software of your choice, such as Microsoft Word or Excel*.

  1. On the Reports tab, select the report name.
  2. Open the Actions menu.
  3. Select Copy.
    The entire report is copied to your clipboard.

*Microsoft, Word, and Excel are trademarks of the Microsoft group of companies.


Delete the report

If annotations were added after the report was created, the existing report must be deleted before you can create a new one with the annotations.

  1. On the Reports tab, select the Delete icon in line with Planning analytics.
  2. Select Confirm to permanently delete the report.


Anything else on your mind? Chat with us or submit a request for further assistance.

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