Summary
Annotations allow you to document and share the insights you and your team have gained from MindBridge.
Learn how to add and export annotations as a .xlsx file for use in final reports and papers.
- Add an annotation
- Comment on an annotation
- View annotations and comments
- Edit an annotation or comment
- Delete annotations and comments
-
Export annotations and comments
Add an annotation
Depending on the analysis type, you can add annotations to graphs and individual accounts.
- Select the annotation icon ( ) in line with the graph or item you want to annotate on.
- Select Add annotation.
The annotation name is based on the graph, account, or category, and filters applied to the dashboard or component are logged within the annotation automatically. - Enter your annotation in the Annotation field.
- When you are satisfied, Save the annotation.
A red dot appears over the annotation icon to indicate that annotations have been added.
Annotatable features by dashboard
Dashboard | Graph | Account | Analysis type |
Financial statements |
✔ |
✔ |
|
Trends | ✔ | ✗ |
|
Ratios | ✔ | ✗ |
|
Prior period comparison | ✔ | ✗ |
|
Risk overview | ✔ | ✗ |
|
Risk segmentation | ✗ | ✗ |
|
Audit assertion risk | ✔ | ✔ |
|
Data table | ✗ | ✗ |
|
Aging | ✔ | ✗ |
|
Comment on an annotation
Add comments to any annotation.
- Select the annotation icon ( ) in line with the graph or account you want to annotate on.
- Select the annotation you want to comment on.
- Select Add a comment.
- Enter your comments into the field below Add Comment.
- When you are satisfied, Save your comment.
View annotations and comments
- Select the annotation icon ( ) in line with the intended graph or account.
- Select the annotation you want to view.
You will see all annotations and comments left on the account.
Edit an annotation or comment
- Select the annotation icon ( ) in line with the intended graph or account.
- Select the annotation you want to edit.
You will see all existing annotations and comments for the graph. - Select the edit icon ( ) in line with the annotation or comment you want to edit.
- Edit the annotation or comment as needed, then Apply your changes.
Delete annotations and comments
- Select the annotation icon ( ) in line with the intended graph or account.
- Select the annotation you want to delete.
You will see all existing annotations and comments for the graph. - Select the delete icon ( ) in line with the annotation or comment you want to delete.
A warning appears informing you that the action cannot be undone. - Select Confirm to permanently delete the annotation.
Note: Only the creator of the annotation can edit or delete it.
Export annotations and comments
- Select the annotation icon ( ) in line with the intended graph or account.
- Select Export.
The annotations for that graph or account export into a .xlsx file.
Tip: To export all annotations created within your analysis, refer to the Annotations dashboard.
Learn more about working with exported annotations.
Anything else on your mind? Chat with us or submit a request for further assistance.