Summary
The MindBridge platform assists financial professionals in identifying anomalies, errors, and fraud in financial and operational datasets. There are many reports you can generate within MindBridge to document and present your findings.
Learn about the various reports in MindBridge below, as well as how to generate and export them.
Go to the Reports tab
- Select the MindBridge icon in the sidebar. You will go to the Organizations page.
- Select View in line with the desired organization, or click anywhere in the organization row. You will go to the Engagements page.
- Select View in line with the desired engagement, or click anywhere in the engagement row. You will go to the Data page.
- Select View Analysis on the desired analysis. You will go your team's default dashboard within the analysis results.
- Select the Reports tab.
Tip: If you are already in an analysis, use the sidebar ( ) to open the Analyze menu (
), then select the name of the analysis you want to see and go to the Reports tab.
Export a report
On the Reports tab, select Export in line with any of the available reports. The report will appear in your default download location.
Overview of available reports
The reports available in MindBridge will vary based on the analysis type and data provided.
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Report |
Overview |
Available in |
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Includes a list of the assets, liabilities, and capital of the business at quarterly intervals, detailing the balance of income and expenditure over each period. |
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Expense flurry |
An export of all the periods flagged by the Expense Flurry control point, which is detects unusual spikes in expenditures across periods. |
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An export of all the periods flagged by the Fund Expense Flurry control point, which detects unusual spikes in a fund’s expenditures across periods. |
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Includes a financial reporting summary covering quarterly periods year over year, showing revenues and expenses through operating and non-operating activities. |
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Interim roll forward check |
Compares the interim and final general ledgers, and highlights any changes or errors that occurred to transactions between the interim and year-end. Interim analysis must be enabled to activate the interim roll forward check. |
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Summarizes financial statements and annotations that describe the nature of the balance and/or variances across periods. Financial statements must be enabled to activate the planning analytics report. |
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Summarizes financial statement results, relevant analytics such as trends and ratios, and entries selected for examination (pertaining to each account). Financial statements must be enabled to activate the significant account report. |
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This report includes a breakdown of all expense accounts in the general ledger by program. |
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Summarizes the overall results of the analysis and allows you to add explanatory details and observations in text. Risk overview must be enabled to activate the summary of transactional risk report. |
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Provides a complete set of financial information for accounts on a per month and per year basis, and can be used to generate custom analysis, reports, and ratios. |
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Helps verify a general ledger’s completeness by comparing supplied closing balances with values calculated by MindBridge. |
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Includes any transactions that have unbalanced debit and credit amounts. |
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Anything else on your mind? Chat with us or submit a request for further assistance.