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  1. MindBridge: English (US)
  2. Interpret analysis results
  3. General ledger analysis
  4. Annotations dashboard

Annotations dashboard: Overview (General ledger)

  • Updated

Summary

Learn how to add annotations to different levels in the analysis and how to export them.

Go to the Annotations 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. 
    You will go to the Engagements page.
  3. Select View in line with the desired engagement. 
    You will go to that engagement's Data page.
  4. Select View Analysis on the desired analysis.
  5. Once within an analysis, select Annotations at the top of the page. You will go to the Annotations tab.

Tip: If you are already in an analysis, simply use the sidebar ( Sidebar_open-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 Annotations tab.

Annotation views

On the Annotations page, you can switch between:

Graph annotations

Graph annotations are compiled from the following dashboards:

  • Financial statements (graphs only)
  • Trends
  • Prior period comparison
  • Risk overview
  • Audit assertion risk (graphs only)

View annotations

Use the chevron ( Expand chevron ) next to the annotation you want to see.  to display the graph or chart, the annotation, and any added comments. If a filter was applied when it was created, it will be displayed here as well.

Export annotations

Select Export on the right side of the row containing the desired annotation to export it.

To export multiple annotations, check the boxes in line with the annotations you want to export, then select Export selected.

Learn more about working with exported annotations.

Financial statement annotations

Financial statement annotations are compiled from the horizontal and vertical views of the Balance Sheet and the Income Statement on the Financial statement dashboard.

Note: Annotations made on visuals can be found under Graphs.

View annotations

Use the chevron ( Expand chevron.svg ) next to the annotation you want to see. The account that the annotation was made on is highlighted in the table and the annotation is located beneath it.

Export annotations

Select Export All located at the top right corner of the page to export the financial statement annotations.

The financial statement export contains a sheet for each view of the financial statement that had annotations to give you a holistic view of your annotations.

table-annotations-excel

Audit assertion risk annotations

Audit assertion annotations are compiled from the Account risk by assertion table.

Note: Annotations made on visuals can be found under Graphs.

View annotations

Use the chevron ( Expand chevron ) next to the annotation you want to see. The specific row of the account risk by assertion table that the annotation was made on is highlighted and the annotation is located beneath it.

Export annotations

Select Export All located at the top right corner of the page to export the audit assertion risk annotations.

Ratio annotations

Ratio annotations are compiled from annotations made on library and engagement ratios. 

View annotations

Use the chevron ( Expand chevron ) next to the ratio name you want to view. The annotation will appear beneath the graph it was made on.

Export annotations

Select Export on the right side of the row containing the desired annotation to export it.

To export multiple annotations, check the boxes in line with the annotations you want to export, then select Export selected.

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

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