Summary

The Annotations dashboard stores all of the annotations and comments your team has made on various components of the analysis. Once annotations have been added to the analysis, they will appear on the Annotations dashboard, allowing you to document and share insights with your team within MindBridge.

Learn how to view and export annotations on the Annotations dashboard of your Subledger analysis.

Go to the Annotations tab

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.
4. Select View Analysis on the desired analysis.
5. Once within an analysis, select Annotations at the top of the page.
   You will go to the Annotations tab.

View annotations

Select the chevron ( ) to the left of the annotation name to reveal details about it. You will see the analysis visual that was being annotated on above, and the annotation and any comments below. If a filter was applied when the annotation was created, it will be displayed here as well.

Search for annotations

Search for specific annotations left on the analysis.

1. Enter your search terms (in part or in full) into the Search field. 
   Note: The keyword must appear within the annotation name or the description.
2. Press enter/return on your keyboard, or select the magnifying glass icon ( ).

Select the X icon to delete your search term(s). 

Filter for annotations

Filters can help identify groups of annotations. You can use the filters in isolation, or select multiple filters to further narrow your search parameters.

1. Open the desired filter menu.
2. Enter or select your desired filters.
3. If needed, Apply the changes.
   The table reflects your selection(s) immediately.

Select Cancel within a filter menu to discard your selections and go back to the audit plan.

To clear applied filters from the table, select Reset filter.

Organize columns

Sort columns

Select the Status column to organize the annotations on this page by status. They may appear in ascending or descending order, indicated by the dark triangle that appears within the column header.

Reorder columns

Click and drag the desired column header left or right into its new location.

Add and remove columns

Open the Columns menu on the right side of the table, then use the checkboxes to add and remove columns from the table.

Pin a column

Pinning columns ensures they will stay in view when scrolling horizontally.

Hover over a column header, then open the menu ( ) and select Pin Column, then choose the pin location on the table: Left, Right or No Pin (default).

Export an annotation

Select Export in line with the annotation you want to export. The annotation and all comments within it will be exported as a .xlsx file to your computer's default download location.

Export multiple annotations

1. Check the boxes next to the annotations you want to export.
   A blue action bar will appear.
2. Select Export selected.
   The annotations you selected and all comments within them will be exported as a .xlsx file to your computer's default download location.
    

Anything else on your mind? Chat with us or submit a request for further assistance.

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