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Annotations dashboard: Overview (General ledger)

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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 to open the Analyze menu, 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:

annotations-view.gif


Graph annotations

View annotations

Use the chevron to the left of the annotation name to display the graph, annotation, and any comments that have been added. If a filter was applied when it was created, it will be displayed here as well.

graph-view-annotation.gif

Exporting annotations

To export an annotation, select Export on the row containing the desired annotation.

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

graph-view-bulk-export.gif

 


Financial statement annotations

View annotations

Use the chevron to the left of the Name column to display the section of the financial statement table the annotation was made on. The specific row the annotation was made on is highlighted in blue and the annotation is located below.

table-annotation-view.gif

Exporting annotations

To export the financial statement annotations, select Export All located at the top right corner of the page.

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.gif

 

Audit assertion risk annotations

Viewing annotations

Use the chevron to the left of the Name column to display the section of the account risk by assertion table the annotation was made on. The specific row the annotation was made on is highlighted in blue and the annotation is located below.

annotations-assertion-view.gif

Exporting annotations

To export the audit assertion risk annotations, select Export All located at the top right corner of the page.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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