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Activity report: Event categories and types

  • Updated

Summary

The Activity report is a centralized event log that supplies information about the important activities (or "events") that occur in various areas of your MindBridge tenant.

Learn about the "event categories" and "event types" in the Activity report in MindBridge.


Overview

  • Event category: High-level categorical groupings for each event type.
  • Event type: A specific activity that occurred in MindBridge.
Tip: The event type column displayed in the Activity report concatenates the event categories and the event types listed below. For example, "ACCOUNT_GROUPING_CREATE" combines the event category "ACCOUNT_GROUPING" and the type "CREATE".
Event category Event type Description

ACCOUNT_GROUPING

MARK_ALL_PUBLISHED

All account groupings were published at once.

DELETE_UNPUBLISHED_
MAPPINGS

Unpublished account mappings were deleted.

CREATE

The indicated account grouping was created.

CREATE_CCH

A CCH account grouping was created.

EXPORT

The indicated account grouping was exported.

VALIDATE_NODE

A MAC code or account tag was validated while editing an account grouping.

Relevant fields:

  • code

UPDATE_NODE

A MAC code or account tag was updated while editing an account grouping.

Relevant fields:

  • code

UPDATE

An account grouping was successfully re-imported.

ACCOUNT_MAPPING

BULK_SAVE

Multiple account mappings were edited at once.

MARK_ALL_VERIFIED

All account mappings were marked as verified by the indicated user.

DELETE_UNUSED_MAPPINGS

Unused mappings were deleted.

ADMIN_REPORT

EXPORT_ACTIVITY_REPORT

The Activity report (i.e., the event log) was exported.

AUDIT_ANNOTATION

CREATE

A new annotation was created.

UPDATE

An annotation was updated.

DELETE

An annotation was deleted.

ADD_COMMENT

A comment was added to an annotation.

EDIT_COMMENT

A comment added to an annotation was edited.

DELETE_COMMENT

A comment added to an annotation was deleted.

EXPORT_ALL

All annotated visualizations were exported from the Annotations dashboard.

EXPORT_SINGLE

An annotated visualization was exported.

COLLECTION_
ASSIGNMENT

ADD

The target user was added to the organization or engagement.

Relevant fields:

  • user_id: user doing the assignment
  • target_user_id: user being assigned
  • collection: engagements or organizations
  • role: auditor or manager
  • entity_id: engagement or organization ID

REMOVE

The target user was removed from the organization or engagement.

ENGAGEMENT

CREATE

The indicated engagement was created.

UPDATE

The general engagement settings were updated in the indicated engagement.

DELETE

The indicated engagement was deleted.

UPDATE_GENERAL_SETTINGS

The general engagement settings were updated in the indicated engagement.

UPDATE_ANALYSIS_SETTINGS

Control point settings were updated.

Relevant fields:

  • engagement_id
  • analysis_type

RESET_ANALYSIS_SETTINGS

Control points were reset to default settings.

Relevant fields:

  • engagement_id
  • analysis_type

PURGE

MindBridge permanently deleted the engagement.

Relevant fields:

  • engagement_id

FILE_MANAGER

SAVE_FILE

A file was added to the file manager.

Relevant fields:

  • engagement_id
  • name: filename
  • collection: directory name (formatted or unformatted)
  • entity_id: file locker file ID, for correlating with other events

DOWNLOAD_FILE

The indicated file was exported from the file manager.

DOWNLOAD_FILES

Multiple files were exported from the file manager.

FILTER

CREATE

The indicated filter was created.

UPDATE

The indicated filter was updated.

DELETE

The indicated filter was deleted.

PROMOTE

The indicated filter was added to the library for future use.

INGESTION

UPLOAD_SOURCE

The indicated file was loaded into the analysis.

Relevant fields:

  • engagement_id
  • data_import_id
  • data_import_source_id
  • name: filename

ARCHIVE_ANALYSIS

The indicated analysis was archived.

UNARCHIVE_ANALYSIS

The indicated analysis was recalled from the archive.

DUPLICATE_ANALYSIS

The indicated analysis was duplicated.

RESTART_IMPORT

The indicated analysis was reset to its initial state, ready to re-import a file.

FORMAT_DETECTED

MindBridge detected the data format applied to the imported file.

IMPORT_FAILED

The indicated file could not be imported into the analysis.

DELETE_SOURCE

The indicated file was deleted from the analysis.

COMPLETE_SOURCE_IMPORT

The indicated file was successfully imported into the analysis.

CREATE_ANALYSIS

The indicated analysis was created.

UPDATE_ANALYSIS

The indicated analysis was updated.

START_ANALYSIS

The indicated analysis began running.

RE_IMPORT

A file was re-imported into the indicated analysis.

ROLL_FORWARD_INTERIM_
ANALYSIS

The indicated interim analysis was rolled forward into a full analysis.

CLONE_ANALYSIS

A copy was created of the indicated analysis, and the original analysis was archived.

DELETE_ANALYSIS

The indicated analysis was deleted.

ANALYSIS_FAILED

The indicated analysis could not be completed.

ANALYSIS_COMPLETE

The indicated analysis was completed successfully.

IMPORT_COA

The indicated chart of accounts file was imported successfully.

ACCOUNT_MAPPING

The account mapping was exported successfully.

DOWNLOAD_FILE

The original file was exported from the analysis.

REQUEST_SMART_
SPLITTER_RUN

(Formerly: REQUEST_
MICROGROUPER_RUN)

The Smart Splitter was run on the indicated file.

UPDATE_ANALYSIS_PERIOD

An analysis period was updated in the indicated analysis.

ADD_PREVIOUS_ANALYSIS_
PERIOD

A prior period was added to the indicated analysis.

DELETE_PREVIOUS_ANALYSIS_
PERIOD

A prior period was deleted from the indicated analysis.

ROLL_FORWARD_ANALYSIS

The indicated analysis was rolled forward.

ADJUSTMENTS_PROCESSING

Adjustments, reclassifications, and eliminations were loaded into the indicated analysis.

ADJUSTMENTS_COMPLETED

Analysis adjustments, reclassifications, and eliminations were run successfully against the indicated analysis.

COMPLETENESS_CHECK_
EXPORT

The completeness check report was exported successfully.

IMPORT_FROM_FILE_
MANAGER

The indicated file was imported into the analysis from the file manager.

IMPORT_COMPLETE

The indicated file was imported into the analysis from a direct connector.

LIBRARY

CREATE

The indicated library was created.

UPDATE

The indicated library was updated.

DELETE

The indicated library was deleted.

UPDATE_ANALYSIS_SETTINGS

Settings in the indicated library were updated.

ARCHIVE

The indicated library was archived.

UNARCHIVE

The indicated library was recalled from the archive.

ORGANIZATION

CREATE

The indicated organization was created.

UPDATE

The indicated organization was updated.

DELETE

The indicated organization was deleted.

RATIO

CREATE

The indicated ratio was created.

UPDATE

The indicated ratio was updated.

DELETE

The indicated ratio was deleted.

PROMOTE

The indicated ratio was added to the library for future use.

REPORT

EXPORT

The indicated report was exported from the Reports dashboard.

RESULTS_EXPORT

ANALYSIS_RESULTS

Results were exported from the data table.

AUDIT_PLAN

Results were exported from the audit plan.

CANCEL_EXPORT

The export was cancelled by the indicated user.

EXPORT_FAILED

A file could not be exported.

SUPPORT_ACCESS

CREATE

The indicated user created a support ticket through the “Grant MindBridge access” function.

FAILED_EXISTING

Due to an existing support ticket in the engagement, a new support ticket could not be created through the "Grant MindBridge access" function.

TASK

CREATE

A new audit plan task was created.

UPDATE

An audit plan task was updated.

ADD_COMMENT

A comment was added to an existing audit plan task.

DELETE

An audit plan task was deleted.

BULK_CREATE_OR_MARK_
NORMAL

Multiple new audit plan tasks were created at once.

OR

Multiple new audit plan tasks were marked as normal at once.

BULK_UPDATE

Multiple audit plan tasks were updated at once.

BULK_DELETE

Multiple audit plan tasks were deleted at once.

INTELLIGENT_SAMPLER

A sample created with the Intelligent Sampler was added to the audit plan.

INTELLIGENT_SAMPLER_
PREVIEW

A sample preview was generated within the Intelligent Sampler.

INTELLIGENT_SAMPLER_
PREVIEW_FAILURE

A sample preview could not be generated within the Intelligent Sampler.

BULK_MARK_AS_NORMAL

Multiple audit plan tasks were marked as normal at once.

BULK_RESOLVE

Multiple audit plan tasks were resolved at once.

BULK_COMMENT

A comment was left on multiple audit plan tasks at once.

BULK_ASSIGN

Multiple audit plan tasks were assigned to a user at once.

BULK_REOPEN

Multiple audit plan tasks were re-opened at once.

USER

LOGIN

The indicated user signed in successfully.

Relevant field:

  • user_id

INVITE

The target user was successfully invited to MindBridge.

Relevant fields:

  • user_id: the app admin
  • target_user_id: the new user

ENABLE

The target user was successfully enabled.

DISABLE

The target user was successfully disabled.

DELETE

The target user was successfully deleted.

UPDATE_ROLES

The role of the target user was updated successfully.

INTEGRATIONS

(Formerly: CLOUD_
ELEMENTS)

CONNECT

MindBridge connected to the ERP successfully.

DISCONNECT

MindBridge was disconnected from the ERP.

RECONNECT

MindBridge reconnected to the indicated ERP successfully.

BEGIN_SYNC

The indicated user began the synchronization process with the ERP.

DOWNLOAD_STARTED

The data began importing into MindBridge from the ERP.

DOWNLOAD_FAILED

The data could not be imported into MindBridge from the ERP.

DOWNLOAD_TIMEOUT

The data could not be imported into MindBridge from the ERP due to the lengthy processing time.

DOWNLOAD_COMPLETED

The data was imported into MindBridge successfully.

INVITE_CLIENT

A client was invited to connect their ERP to MindBridge.

RESEND_INVITE

An invitation to connect a client’s ERP to MindBridge was resent.

SUCCESSFUL_LOGIN

The user signed into the indicated ERP successfully.

Relevant fields:

  • name: ERP name (QuickBooks, Intacct)
  • connectionId
  • engagementId

FAILED_LOGIN

The user was unable to sign into the indicated ERP.

Relevant fields:

  • name: ERP name (QuickBooks, Intacct)
  • connectionId
  • engagementId

CANCELLED_LOGIN

The user canceled the sign in process.

Relevant fields:

  • name: ERP name (QuickBooks, Intacct)
  • connectionId
  • engagementId

START_LOGIN

The user began signing into the indicated ERP.

Relevant fields:

  • name: ERP name (QuickBooks, Intacct)
  • connectionId
  • engagementId

 


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