Summary

Learn how to roll data forward from an analysis to a new engagement.

Configuration

You must have run a successful general ledger analysis before data can be rolled forward.

Go to the Data page

1. Select the logo in the MindBridge sidebar.
   You will go to the Organizations page.
2. Select View in line with the desired organization.
   You will go to the Engagements page.
3. Select View in line with the desired engagement.
   You will go to that engagement's Data page.
   
   

Roll forward

1. Open the Actions menu.
2. Select Roll forward.
3. A pop-up window appears.
4. Use the tabs to select whether you would like to roll the data forward to a New engagement or an Existing engagement.

New engagement

1. Use the checkboxes to select the analysis or analyses to roll forward.
2. Select Roll forward.
   You will go to the Create engagement page.

Existing engagement

1. Open the Organization menu and select the organization you would like to use.
2. If more than one engagement exists, open the Engagement menu and select which one you would like to use.
3. Use the checkboxes to select the analysis or analyses to roll forward.
4. Select Roll forward.
   You will return to the Data page, and the data you rolled forward will appear beneath a prior period.

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.