Learn about the information found within the audit plan when exported in XLSX format.
To learn how to export an audit plan, look through the guide in Exporting an Audit Plan.
The XLSX version of an audit plan export contains three sheets:
The Data sheet provides information about the analysis' transactions/entries, tasks, and control points.
The Control Points section of the export includes a column header for each control point and shows the risk score each transaction/entry received from a machine learning control point (if applicable) and whether the transaction/entry triggered a rule-based control point.
The Settings sheet provides information regarding the settings used with this export.
The column headers for the “Settings” sheet include the following:
The Summary sheet outlines some high-level details about the export, such as the engagement’s name, the time it was exported, the name of the analysis, and the filters that were applied while generating the export (if any).
Anything else on your mind?
Log in to MindBridge to chat with us, submit a request, or reach out to your assigned Customer Success Manager.