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Pushing data from an analysis to a new engagement (Rolling forward)

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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, 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 for that particular engagement.

Tip: If you are already in an analysis, simply use the sidebar to go to the Data page.


Roll forward from analysis

  1. Open the Actions menu near the top of the Data page.
  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. Check the boxes to select the analysis or analyses to roll forward.
  2. Use the toggle to select whether the new analysis should be a full or interim analysis
  3. When you are satisfied, select Roll forward.
    You will go to the Create engagement page.
  4. Follow the steps to continue creating a new engagement.

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. Check the boxes 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.
Note: Rolling analyses forward may take some time.

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.

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