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Data table: Export files and other actions

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn about exporting entries and transactions from the data table, as well as other actions that you can perform.


Configuration details 

You must have run a successful analysis before you can access the data table.


Go to the Data table tab

  1. Select the icon in the MindBridge 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 in line with the desired analysis.
    You will go to the Analyze page.
  5. Select the Data table 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 Data table tab.


Actions and bulk actions

Perform an action on individual or multiple entries or transactions simultaneously.

  1. Use the View menu to select between viewing Transactions or Entries.
  2. Check the boxes next to the desired entries or transactions.
    • Select individually: Check the boxes next to specific entries or transactions.
    • Select all: Select any checkbox, then use Select All in the bar that appears.
    • Select all on page: Select the first checkbox on any page in the table.
  3. When you are satisfied with your choices, open the Actions menu in the bar that appears.
  4. Select one of the following options: 
    • Export selection: Prompts you to create a custom export detailing the selected entries or transactions. See Export files below.
    • Mark as normal: Mark the selected transactions as "normal," indicating that no further investigation is required.
    • Create tasks: Create tasks to follow up on.


Export selection

  1. Use the View menu to select between viewing Transactions or Entries.
  2. Check the boxes next to the transactions or entries you want to export.
    When you select more than one checkbox, the blue bulk actions bar appears.
  3. Open the Actions menu.
  4. Select Export selection.
    A pop-up window appears.
  5. Check the boxes next to the options you want to include in the export.
    • Include entry detail*: When selected, full entry details are included in the export; when deselected, details are limited to line items that tasks have been created on.
    • Include MindBridge Score: When selected, the MindBridge Score column is included in the export.
    • Include audit assertion risk scores: When selected, the following columns are included:
      • Existence/Occurence Score

      • Rights and Obligations Score

      • Completeness Score

      • Valuation/Accuracy Score

      • Presentation/Classification Score

      • Cut-off Score

    • Include control point scores: When selected, all control points are included.
  6. Open the Columns menu and check the boxes next to the columns you want to include in the export, or Select all.
  7. Select your preferred file format**:
    • .XLSX
    • .CSV
  8.  When you are satisfied, Export the audit plan.
*Note: This option is only available from the Entries view of the data table.

Data_table_-_Export_custom_selections.gif


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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