Summary

MindBridge's filter builder allows you to narrow down details with different combinations of accounts, dates, risk scores, and more, so you can use subsets of the data for specific audit tests. You can even use MindBridge to automatically make selections for your random and risk stratified sampling.

Learn how to create and save sophisticated filters that can help you identify transactional data of interest.

Go to the Data table tab

1. Select the icon 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. Select View in line with the desired engagement, or click anywhere in the engagement row.
   You will go to the Data page.
4. Select View Analysis in line with the desired analysis.
   You will go to the Analyze page.
5. Select the Data table tab.

Create a filter

You can either create a new filter to apply to the data table, or select a filter from your saved filters.

Step 1: Add conditions to the filter

1. Select Filter builder above the data table to open the filtering menu.
2. Add a condition to see a list of available filters.
3. Select the filter you want, then Add or Apply it to the filter builder.
4. To add an "or" statement, Add a condition to the same row.
   To add an "and" statement, Add a condition to the next row.
5. Select Add row to add additional "and" conditions.
   For example, if you select Assets "or" Liabilities "and" Debit Value more than $1,000.00, MindBridge will display all transactions in those 2 accounts with a debit value greater than $1,000.00.

Use Cancel any time to discard your most recent changes.

Remove conditions (optional)

To remove an individual condition, select the X icon beside the condition.

To remove an entire row, select Clear Row in line with the intended row.

Step 2: Apply "is"/"is not" rules

1. Once you have chosen a condition, select the word is in the condition field.
2. Select is not from the menu.
   For example, if you change the Debit Value more than $1,000.00 condition to is not, MindBridge will display all debit transactions less than $1,000.00.

Step 3: Apply new filters

When you are satisfied with your filter conditions, Apply the filter to the Data Table.

Reset filters

To start over, open the filter builder and select Reset Filter to discard all current conditions.

Examples

The scenarios below illustrate how complex filters can be structured in order to surface specific sets of entries or transactions within your dataset.

Scenario 1: Find expected behaviors

Highland Wilding Tech wants to use MindBridge to review all of their cash based sales transactions in order to ensure their records align with their expectations. To do so, they build a filter to find transactions that credit the account Trade sales of good/services/resources (44011) AND debit the account Cash and cash equivalent assets (14012).

The structure of this filter would look like:

Scenario 2: Find unexpected behaviours or unusual activity

When building a filter, you can apply is not rules to your "known knowns" (i.e., behaviours, processes, or activity that you are aware of and understand) in order to surface potentially unexpected, unusual, and anomalous data.

Highland Wilding Tech wants to leverage their known knowns within MindBridge to help surface anomalies and unexpected patterns. To do so, they build a filter to find transactions that credit the account Trade sales of good/services/resources (44011) and DO NOT debit the account Cash and cash equivalent assets (14012).

The structure of this filter would look like:

Saved filters

Filters can be saved to 3 levels, depending on your user role:

• Library filters
• Organization saved filters
• Your saved filters

App Admins can promote filters to a library or to an organization.

Organization Creators can promote filters to an organization.

Auditors can save filters for their own personal use.

Save a filter

1. When you are satisfied with your filter, select Save in the filter builder.
   A pop-up window appears.
2. Enter a Name for the filter.
3. Select a Category from the menu, or enter a new one in the field.
4. Optionally, depending on your role in MindBridge, you may be able to use the checkbox(es) to save the filter to the organization or library. Anyone with access will be able to leverage the saved filter.
5. When you are satisfied, Save your filter.

Use a saved filter

You can use filters that you saved

1. Open the filter builder.
2. Select Add from Saved Filters.
   The Your saved filter window appears.
3. Select the filter you wish to use.
4. Add the saved filter to see the conditions in the filter builder.
5. Apply the filter to the data table.
   
   

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

Related articles

• Data table dashboard: Overview (General ledger)
• Data table dashboard: Overview (Accounts payable)
• Data table dashboard: Overview (Accounts receivable)