Summary

Use the Trends dashboard to visualize subledger activity patterns over time and identify unusual fluctuations, recurring trends, or unexpected changes across categories such as vendors, customers, accounts, or other mapped dimensions.

The Trends dashboard helps users compare activity across selected categories, investigate transactional behavior over time, and identify patterns that may require additional review or audit procedures.

The dashboard supports trend analysis using configurable date ranges, measures, and filters to help users focus on specific subsets of subledger activity.

Go to the Trends dashboard

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. Within the analysis, select Trends at the top of the page.
   You will go to the Trends dashboard.

Configure the Trends dashboard

The Trends dashboard allows users to configure how subledger activity is displayed and compared over time.

Users can select:

• a category
• one or more entities within the category
• a measurement type
• a date range
• a reporting interval
• additional filters

The graph updates automatically based on the selected configuration.

Select a category

Use the Category menu to select the type of subledger data to trend.

Depending on the configured library and mapped fields, available categories may include:

• Vendor
• Customer
• Account
• Employee
• Department
• Custom mapped dimensions

The selected category determines which entities are available for comparison within the graph.

Select entities

Use the selection menu beside the Category field to choose one or more entities to display within the graph.

For example, users can compare:

• multiple vendors
• customers
• departments
• accounts
• other mapped dimensions

Selecting multiple entities allows users to compare activity trends over the selected reporting period.

Measure activity

Use the Measure by menu to determine how activity is displayed within the graph.

Available measurement options may include:

• Number of entries
• Transaction amount
• Debit amount
• Credit amount
• Other configured measures

The selected measure determines how trend activity is calculated and visualized over time.

Select a date range and interval

Use the Date range menu to select the analysis period displayed within the graph.

Available date ranges may include:

• Current period
• Prior period
• Historical periods

Use the interval menu to determine how the trend is grouped over time.

Available intervals may include:

• Month
• Quarter
• Period

The graph updates automatically based on the selected timeframe and interval.

Apply filters

Use the filter menus to narrow the displayed activity and focus on specific subsets of data.

Available filters depend on:

• the configured library
• mapped columns
• custom filters
• selected category

Users can apply multiple filters simultaneously to investigate more specific transaction patterns and trends.

For example, users may:

• review vendor activity for a specific expense category
• compare customer activity within a business unit
• isolate activity for a specific transaction type

Investigate trends

The Trends dashboard helps users identify:

• unusual activity fluctuations
• recurring patterns
• spikes or drops in activity
• seasonal trends
• outlier behavior

Users can use these insights to:

• investigate transaction-level activity
• support audit procedures
• identify areas requiring additional review
• document observations through annotations