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Filter on the Risk Overview dashboard: General ledger

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The Risk Overview filtering options allow you to quickly and easily compare accounts and slice-and-dice the ledger data to gain more insights.

Learn about filtering on the risk overview dashboard.


Navigate to the Risk overview dashboard

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.
  4. Select View Analysis on the desired analysis, or use the sidebar to open the Analyze menu, then select the name of the analysis you want to see.
    You will go to the Analyze page.
  5. Select the Risk overview tab.
    You will see the Risk overview dashboard.


Filter options

By default, the Account, Debit Value, Credit Value, and Effective Date filters are visible. Open the More menu for additional filter options.

  • If you select multiple values within the same filter menu, they will be added together.
  • If you select multiple values from different filters, they will intersect.

Account scoping filters

Note: The Account scoping filter menu is only available once materiality is added to the analysis.
  1. Open the Account scoping filter menu.
  2. Select whether you would like to view Significant accounts, Insignificant accounts, or Unscoped accounts.
    The dashboard is updated upon selection.

Filter_on_the_Risk_overview_dashboard_-_Account_scoping_filter.gif

Learn more about account scoping.

Account filter

Note: MindBridge will only display accounts with activity in the periods being analyzed.
  1. Open the Account filter menu.
  2. Use the checkboxes to select an account group or an individual account*.
    Expand groups with the chevron icon to the left of the checkbox. 
  3. Apply your selection(s).
    MindBridge filters on all accounts within that group.
Filter_on_the_Risk_overview_dashboard_-_Category_filters.gif

Learn more about the MindBridge Account Classification system.

Category filters

The User ID, Type, Source, Fund, Program, and user created filters allow you to select multiple values to filter on. 

  1. Enter or select a filter from the available menu(s).
  2. Apply the filter to update the dashboard.

Filtering_on_the_Risk_overview_dashboard_-_Category_filters.gif

Date filters

The Effective Date and Entered Date filters allow you to select a specific date, a date range, and, before or after a specific date.

  1. Use the menu(s) to select the dates you want to see.
  2. Apply the filter to update the dashboard.
Filter_on_the_Risk_overview_dashboard_-_Date_filters.gif

 

Monetary filters

The Debit Value and Credit Value filters allow you to define a value using a few different methods: a specific value, between two values, less than a specific value or more than a specific value.

  1. Use the menu(s) to select the values you want to filter on.
  2. Apply the filter to update the dashboard.
Filter_on_the_Risk_overview_dashboard_-_Monetary_filters.gif

 

Materiality filters

Materiality is the minimum value that is considered to be significant. 

Note: You must add materiality to the analysis to use this filter.
  1. Use the menu to filter for:
    1. Above threshold: Current period value is above the materiality threshold.
    2. Below threshold: Current period value is below the materiality threshold.
    3. Above percentage of threshold: Current period value is above the provided percentage threshold. 
  2. Apply the filter to update the dashboard.

Filter_on_the_Risk_overview_dashboard_-_Materiality_filter.gif

Learn more about materiality.


Available filters overview

The filters available depend on which library is being used and the optional columns you have mapped.

 

Filter

For-profit library

Not-for-profit library

Not-for-profit with funds library

Notes

Account scoping

Only available after account scoping has been completed.

Account

Balance sheet impact

Credit value

Debit value

Effective date

Entered date

Fund

Fund restriction

Income statement impact
Materiality Only available after a materiality value has been added.

Program

Only available if the Program column is mapped.

Source

Only available if the Source column is mapped.

Type

Only available if the Type column is mapped.

User ID

Only available if the User column is mapped.

User created filters

Only available if a custom filter was created during column mapping.



Anything else on your mind?
Log in to MindBridge to chat with us, email support@mindbridge.ai, or reach out to your assigned Customer Success Manager.


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