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Risk by account graph (GL)

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The Risk by account graph is a nested pie chart on the Risk overview tab, and is used to visualize risk across your account hierarchy.

Learn how to use this graph below, as well as export the graph and add annotations for further review.

Go to the Risk overview tab

  1. Select the logo 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 for that particular engagement.
  4. Select View Analysis on the desired analysis.
  5. Within an analysis, select the Risk overview tab.*
    The Risk by account graph is located in the lower left corner of the dashboard.

*Note: This is the default landing tab within accounts payable and accounts receivable analyses.

Tip: If you are already in an analysis, use the sidebar ( Sidebar open and close icon ) to open the Analyze menu ( Analyze menu icon ), then select the name of the analysis you want to see and go to the Risk overview tab.

Use the graph

The graph is broken into rings, each of which represents a level in your account hierarchy, starting with the Level 1 accounts (i.e., Assets, Liabilities, etc.) displayed in the center ring. The most granular accounts (i.e., Level 4 accounts) are displayed in the sections of the graph's outer ring.

The color of each section indicates the level of risk for that account, as indicated by the legend on the right of the graph.

Hover over a section on the graph to reveal:

  • The total monetary value of the account (calculated as the absolute amount of debit and credit entries)
  • The full account name and account code
  • The average risk score of all entries posted to the account

Select any section to drill down to the data table and review a detailed list of transactions containing entries posted to that account.

GIF of scrolling through the risk overview tab in Mindbridge

Note: The Risk by account graph organizes data by account, following the MindBridge Account Classification (MAC) system. If you leverage an account grouping, you will see your custom account hierarchy here. 

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

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