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Create an analysis

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Summary

Learn how to create an analysis in your engagement in MindBridge.


Configuration details

To create an analysis within an engagement, you must have access as a Manager within the engagement's organization.

Learn more about the user roles available in MindBridge.


Go to an engagement

  1. Select the logo in the MindBridge sidebar. You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. You will go to the Engagements page.
  3. On the Engagements page, select View in line with the desired engagement, or click anywhere in the engagement row. If the engagement does not contain any analyses you will be prompted to create one right away, otherwise you will go to the engagement's Data page.

Tip: If you are in another engagement, use the sidebar to select View all engagements and go to the Engagements page.


Create an analysis

The first analysis in an empty engagement

When an engagement is created, you can immediately create the first analysis (or set of analyses).

  1. Check the box next to the analysis type you want to create.
    You can check multiple boxes to create multiple analyses simultaneously.
  2. Enter a name for the analysis. If you do not enter a name, MindBridge will apply the default name as seen in the field.
  3. Use the toggle to select whether you want to create a:
    • Full analysis: The data spans the full analysis period
    • Interim analysis: The data does not span the full analysis period
  4. Use the calendar tools to change the:
    • Analysis period start date
    • Analysis period end date
    • *Interim as-at date, if you have opted to create an interim analysis
  5. When you are satisfied, select Create analysis.
*Note: The interim as-at date cannot occur before the analysis period start date or after the analysis period end date.

Add a new analysis to the Data page

You can run multiple analyses within the same engagement. This is helpful in instances when subsidiaries or multiple general ledgers exist within a single engagement.

This means you can maintain a client's analyses over multiple years within a single engagement.

Note: All analyses within an engagement will share that engagement’s control point settings and account mappings.
  1. Open the Actions menu at the top of the Data page.
  2. Select Create analysis.
    You will be taken to the Create analysis page.
  3. Check the box next to the analysis type you want to create.
    You can check multiple boxes to create multiple analyses simultaneously.
  4. Enter a name for the analysis. If you do not enter a name, MindBridge will apply the default name as seen in the field.
  5. Use the toggle to select whether you want to create a:
    • Full analysis: The data spans the full analysis period
    • Interim analysis: The data does not span the full analysis period
  6. Use the calendar tools to select the:
    • Analysis period start date
    • Analysis period end date
    • *Interim as-at date, if you have selected to create an interim analysis
  7. When you are satisfied, select Create analysis.
    You will go back to the Data page where you can manage the analysis.
*Note: The interim as-at date cannot occur before the analysis period start date or after the analysis period end date.

Import data

After you have created an analysis you can begin importing data:


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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