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Annotations for general ledger analyses

Article author
Jonathon Plowman-Samson
  • Updated

Summary

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


Navigation

To perform these tasks, you will need to go to the Annotations tab.


Annotation views

On the Annotations page, you can switch between Graph annotations, Financial Statement annotations, and Audit Assertion Risk annotations.

annotations-view.gif


Graph annotations

View annotations

Use the chevron to the left of the Name column 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 too.

graph-view-annotation.gif

Exporting annotations

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

graph-view-export-single.gif

To export multiple annotations, select the checkboxes on the rows for the desired annotations, then 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.

table-annotations-export.gif

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.

annotations-assertion-export.gif


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