# Questions? We have answers. ## Summary The **planning analytics report** summarizes the financial statements and captures annotations that describe the nature of the balances and variances across periods. It is an exportable report that captures all of the observations and discussion regarding key account balances and variances, whether you're reviewing clients, conducting an audit, or working on your own data. Learn how to [create](https://support.mindbridge.ai/hc/en-us/articles/1500007720482-Planning-analytics-report#01GA4PS8EAB9E37EH04ME8QZ7S), [view](https://support.mindbridge.ai/hc/en-us/articles/1500007720482-Planning-analytics-report#01FRNX12SA357K8NC65WKBSEFB), [edit](https://support.mindbridge.ai/hc/en-us/articles/1500007720482-Planning-analytics-report#01FRNX0Z3SPFY8J98QABJWT91Z), and [export](https://support.mindbridge.ai/hc/en-us/articles/1500007720482-Planning-analytics-report#01FRNX12SAD1V49ZGR5PVBARM7) a planning analytics report. * **Note:** Annotations or comments added exclusively to the report (i.e., not added to the Financial statements dashboard) will be permanently deleted when the report is deleted. --- ## Go to the Reports tab 1. Select the **MindBridge icon** in the [sidebar](https://support.mindbridge.ai/hc/en-us/articles/360056334994). 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. 4. Select **View Analysis** on the desired analysis. 5. Select the **Reports** tab. **Tip:** If you are already in an analysis, simply use the sidebar ( ) to open the **Analyze** menu ( ), then select the name of the analysis you want to see and go to the **Reports** tab. --- ## Create the report When the report is created, any annotations saved on the _Financial statements_ dashboard are imported into the report for further review and editing. You may continue to add, edit, and update annotations outside of the report, but these changes will not sync with the existing report. If you want to include these changes in the report, you must [delete](https://support.mindbridge.ai/hc/en-us/articles/1500007720482-Planning-analytics-report#01FRNX12SCRD7X8YKCRFP30929)* the existing report and re-create it. ### From the Reports tab 1. On the Reports tab, go to the **Custom reports** section. 2. Select **Create report** in line with Planning analytics. ### From the Financial statements tab 1. Open the **Actions** menu. 2. Select **View planning analytics report**. --- ## View the report ### From the Reports tab 1. Go to the **Custom reports** section. 2. Select the **report name** to view it. ### From the Financial statements tab 1. Open the **Actions** menu. 2. Select **View planning analytics report**. ### Included in the report - Balance sheet - Income statement - Scoping decisions - Overall risk scores - Annotations added to accounts* Comments and supporting context can be added to any section of the report before it is exported. * **Note:** This report will display annotations made on L3 accounts, L4 accounts, and GL accounts (the most granular level). --- ## How to edit the report ### From the Reports tab Once you have created the report, there are 2 ways to enter Edit mode from the Reports tab: - Select the **edit icon** ( ) in line with Planning analytics, or, - Select the **report name** to view it, then open the Actions menu and select **Edit**. ### From the Financial statements tab 1. Open the **Actions** menu. 2. Select **View planning analytics report**. 3. Open the **Actions** menu. 4. Select **Edit**. ### Edit mode Edit mode allows you to add and remove report components, reposition components on the page, and log comments, create notes, and apply text styling as needed. Upon entering Edit mode, you will see that each component of the report is split apart. Select any component to start editing. When you are satisfied with your edits, **Save** your work and go back to View mode. #### Add a component 1. Select the **\+ icon** above or below the selected component. A list of components appears. 2. Select the component you want to add to the page. **Tip:** Many components come with a dedicated section for notes so you don't have to add them as a separate component. #### Remove a component Use the **delete** icon ( ) to remove a component from the report. #### Move a component Use the **up** or **down arrow** icons ( / ) to move the component up or down one position on the page. You can move a component as many times as needed. --- ## Export the report Once you have created the report, there are a few ways to export it. ### From the Reports tab - Select the **export** icon ( ) in line with Planning analytics, _or,_ - Select the **Report name** to go to View mode, then open the **Actions** menu and select **Export**. ### From the Financial statements tab 1. Open the **Actions** menu. 2. Select **View planning analytics report**. 3. Open the **Actions** menu. 4. Select **Export**. The .pdf file exports to your computer. --- ## Copy the report to your clipboard Copy a report to your computer's clipboard so you can paste it into the document formatting software of your choice, such as Microsoft Word or Excel. 1. On the Reports tab, select the **report name**. 2. Open the **Actions** menu. 3. Select **Copy**. The entire report is copied to your clipboard. *Microsoft, Word, and Excel are trademarks of the Microsoft group of companies. --- ## Delete the report If annotations were added after the report was created, the existing report must be deleted before you can create a new one with the annotations. 1. On the Reports tab, select the **delete** icon ( ) in line with Planning analytics. 2. Select **Confirm** to permanently delete the report. ---