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How to export your files from MindBridge

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Summary

You can export both source files and analysis results from MindBridge, depending on your needs.

Files are stored in two places and can be exported from either:

  • Data page — Stores the files originally imported, as well as formatted and modified versions
  • File manager — Stores the original imported files

You can also export risk score results directly from the Analysis tab.

Learn how to export files and results from MindBridge below.


Export files from the Data page

The Data page is where you create and set up your analyses, each of which contains the files relevant to it.

Go to the Data page

  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.

Tip: If you are already in an analysis, open the sidebar ( Sidebar_open-close_icon.svg ) then go to the Data ( Data_page_icon.svg ) page.


Export files

  1. Find the analysis that contains the file you want to export.
  2. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the file you want to export.
  3. Select from the following options*:
  • Export original file — The data source for the work done in MindBridge
  • Export formatted file — Contains any changes made to the source data, including ungrouping data
  • Export file with modified columns — Contains columns added for filtering, duplication, joining, or splitting
  • Export Smart Splitter file — Contains the data after the Smart Splitter has been run

*Note: Depending on the actions performed in the analysis, some of these options may not appear.


Export files from the file manager

The file manager houses your files and provides a folder system so you can organize them.

Go to the file manager

  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.

Tip: If you are already in an analysis, open the sidebar ( Sidebar_open-close_icon.svg ) then go to the File manager ( File_manager_icon.svg ) page.


Export a single file or folder

  1. Open the Actions menu to the right of the file or folder you want to export.
    Note: Exporting a folder will export all files within it.
  2. Select Export.

The exported file will appear in your default download location.


Export multiple files or folders

  1. Check the boxes next to the files and/or folders you want to export.
  2. When more than one checkbox is selected, a bulk actions bar appears.
  3. Open the Actions menu in the bar.
  4. Select Export.

The exported file will appear in your default download location.


Access recent exports

When you perform an export action (for example, exporting a report, data table, or sample), MindBridge generates the file in the background.

An Exports panel appears in the bottom right corner of the screen, allowing you to track progress and download files once they are ready.

MindBridge

Exports panel

This panel displays recent export activity. You can monitor progress, retry failed exports, and download completed files directly from here.

Each export includes a status:

Status Description
In progress The file is currently being generated
Completed The file is ready to download
Failed The export did not complete. An error message will explain the issue

You can also access your exports from the Exported files tab in the file manager.

Exported files view

This view shows a list of recent exports for the engagement, including file names, sources, export dates, and download availability.

Files are retained for 14 days by default.


Export risk score results from the Analysis tab

You can export risk score results directly from the Analysis tab.

When exporting, you can configure the contents of the file using the Export Analysis Overview panel.


Configure export options

You can choose to:

  • Export filtered results or all results
  • Include or exclude amount values
  • Include or exclude percentage values
  • Include control points and weights
  • Select which risk scores to include
  • Choose which columns to include
  • Select the file format (Excel or CSV)

Exported file contents

The exported file may include:

  • Analysis name
  • Organization and engagement details
  • Currency
  • Risk score names
  • High-, medium-, and low-risk entry counts
  • Risk percentages
  • Gross values and percentages
  • Control point names and weights

Steps

  1. Go to the Analysis tab
  2. Select Export
  3. Configure the export options in the Export Analysis Overview panel
  4. Select your file format
  5. Download the file

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

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