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Working with annotations

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Annotations allow you to document and share the insights you 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

Depending on the analysis type, you can add annotations to graphs and/or individual accounts in any of the following dashboards.

Dashboard Graph Account Analysis type
Financial statements

  • All analysis types
Trends / Trending
  • All analysis types
Ratios
  • All general ledger analyses
Risk overview
  • All analysis types
Audit assertion risk
  • All general ledger analyses
Aging
  • Accounts payable
  • Accounts receivable
  1. Select the annotation icon in line with the graph or account you wish to annotate on.
  2. Select Add annotation.
    The annotation name is based on the graph or account, and filters applied are logged automatically.
  3. Enter your annotation in the Annotate field.
  4. When you are satisfied, Save the annotation.
    A red dot appears over the annotation icon to indicate that annotations have been added.


Add a comment

Add comments to any annotation.

  1. Select the annotation icon in line with the graph or account you wish to annotate on.
  2. Select the annotation you wish to comment on.
  3. Select Add a comment.
  4. Enter your comments into the field below Add Comment.
  5. When you are satisfied, Save your comment.

 


View annotations and comments

  1. Select the annotations icon in line with the intended graph or account.
  2. Select the annotation you wish to view.
    You will see all annotations and comments left on the account.

Working_with_annotations_-_View_annotations.gif


Edit annotations

  1. Select the annotations icon in line with the intended graph or account.
  2. Select the annotation you wish to edit.
    You will see all existing annotations and comments for the graph.
  3. Select the edit icon in line with the annotation or comment you wish to edit.
  4. Edit the annotation or comment as needed, then Apply your changes.


Delete annotations and comments

  1. Select the annotations icon in line with the intended graph or account.
  2. Select the annotation you wish to delete.
    You will see all existing annotations and comments for the graph.
  3. Select the delete icon in line with the annotation or comment you wish to delete.
    A warning appears informing you that the action cannot be undone.
  4. Select Confirm to permanently delete the annotation.
Note: Only the creator of annotation can edit or delete it.

Export annotations and comments

  1. Select the annotations icon in line with the intended graph or account.
  2. 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?
Log in to MindBridge to chat with us, email support@mindbridge.ai, or reach out to your assigned Customer Success Manager.


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