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Engagement settings: Ratios

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Summary

Learn about the Ratio settings in an engagement.


Go to the Ratios tab in the engagement settings

  1. Select the logo in the MindBridge sidebar.
    You will go to the Organizations page.
  2. Select View in line with the organization you want to see, or click anywhere in the row.
    You will go to the Engagements page.
  3. Select the gear icon ( Settings icon.svg ) in line with the desired engagement.
    You will land on the General settings tab on the Engagement settings page.
  4. Select the Ratios tab.
Tip: If you are already in an engagement, simply open the sidebar and select Engagement settings ( Settings icon.svg ), then go to the Ratios tab.

Overview

The Ratios tab within the Engagement settings displays all available ratios for general ledger analyses within the engagement. There are 2 types of ratios that can be displayed:

  1. Library ratios: Ratios that were defined by the library your engagement is using.
  2. Engagement ratios: Ratios that were created within your engagement — these may be promoted to the library-level for use across all engagements using that library.
Note: Library- and engagement-level ratios are segregated within each ratio category.

Search for ratios

Enter the name of the you want to find (in part or in full) in the search bar, then press enter/return on your keyboard, or select the magnifying glass icon ( Search icon.svg ) in the search bar to conduct the search.


View ratios

Use the chevron icon ( Expand chevron.svg ) in line with the ratio name to expand the ratio you want to view. You will see the formula used in the ratio in read-only format.


Enable and disable ratios in MindBridge

If you do not want to include a ratio in your analysis, you can turn ratios on and off with the Enabled/Disabled toggles.

  • Enabled: The ratio will be displayed on the Ratios dashboard of any general ledger analysis within the engagement.
  • Disabled: The ratio will be hidden from view in all analyses within the engagement.


Create ratios

You can create a new ratio from the engagement settings, from the library settings, or from the Ratios dashboard.

  1. Select Create ratio at the top of the  category.
    A pop-up window will appear.
  2. Enter a ratio name.
  3. Select a Category from the menu, or enter a new category with your keyboard.
  4. Enter Additional details in the text box.
  5. Add conditions (accounts, numerators and denominators) to your ratio as needed.
    Learn how to use the ratio builder.
  6. When you are satisfied, select Create Ratio.*
    The ratio you created adds a new graph on the Ratios dashboard, with the title you gave your ratio. 
*Note: Ratios will only be available for use in the engagement in which they were created. To apply a ratio across multiple engagements, select the Add Ratio to Library checkbox before creating the ratio.

Edit ratio settings

You can edit library and engagement ratios, but these changes will not be saved to the library.

Note: When a library-level ratio is edited, MindBridge creates a duplicate of the ratio that can be manipulated as needed. This new ratio can be added to the library for future use.
  1. Select the edit icon ( Edit icon.svg) in line with the ratio you want to edit.
    A pop-up window appears.
  2. Adjust the ratio name, category, additional details, and conditions as needed.
  3. To save the ratio to the library, check the box next to Add Ratio to Library.
  4. When you are satisfied, select Update (or Create Ratio) to save your changes.
    Ratio changes will appear within the engagement.


Duplicate ratios

Duplicate a ratio to manipulate it without impacting the original ratio. 

  1. Select the duplicate icon ( Copy icon.svg ) in line with the ratio you want to duplicate.
    A pop-up window appears.
  2. Adjust the ratio name, category, additional details, and conditions as needed.
  3. When you are satisfied, select Update (or Create Ratio) to save your changes.
    Ratio changes will appear within the engagement.
Note: Ratios will only be available for use in the engagement in which they were created. To apply a ratio across multiple engagements, select the Add Ratio to Library checkbox before finalizing the ratio.

Delete ratios

Engagement ratios can be deleted, but library ratios can only be deleted by an App Admin.

  1. Select the delete icon ( Delete icon.svg ) in line with the engagement ratio you want to delete.
    A pop-up window will appear asking for your confirmation.
  2. When you are satisfied, select Delete to permanently delete the ratio from the engagement.


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


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