Work with annotations: General ledger – MindBridge: English (US)

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Summary

Annotations allow you to document and share the insights you and your team have gained from MindBridge.

Learn how to add and export annotations as a .xlsx file for use in final reports and papers.

Add an annotation

Depending on the analysis type, you can add annotations to graphs and individual accounts.

Select the annotation icon ( ) in line with the graph or item you want to annotate on.
Select Add annotation.

The annotation name is based on the graph, account, or category, and filters applied to the dashboard or component are logged within the annotation automatically. 3. Enter your annotation in the Annotation field. 4. When you are satisfied, Save the annotation.

A red dot appears over the annotation icon to indicate that annotations have been added.

Annotatable features by dashboard


Dashboard	Graph	Account	Analysis type
Financial statements	✔	✔	- All analysis types
Trends	✔	✗	- All analysis types
Ratios	✔	✗	- General ledger
Prior period comparison	✔	✗	- General ledger
Risk overview	✔	✗	- All analysis types
Risk segmentation	✗	✗	- General ledger
Audit assertion risk	✔	✔	- General ledger
Data table	✗	✗	- All analysis types
Aging	✔	✗	- Accounts payable - Accounts receivable

Comment on an annotation

Add comments to any annotation.

Select the annotation icon ( ) in line with the graph or account you want to annotate on.
Select the annotation you want to comment on.
Select Add a comment.
Enter your comments into the field below Add Comment.
When you are satisfied, Save your comment.

View annotations and comments

Select the annotation icon ( ) in line with the intended graph or account.
Select the annotation you want to view.

You will see all annotations and comments left on the account.

Edit an annotation or comment

Select the annotation icon ( ) in line with the intended graph or account.
Select the annotation you want to edit.

You will see all existing annotations and comments for the graph. 3. Select the edit icon ( ) in line with the annotation or comment you want to edit. 4. Edit the annotation or comment as needed, then Apply your changes.

Delete annotations and comments

Select the annotation icon ( ) in line with the intended graph or account.
Select the annotation you want to delete.

You will see all existing annotations and comments for the graph. 3. Select the delete icon ( ) in line with the annotation or comment you want to delete.

A warning appears informing you that the action cannot be undone. 4. Select Confirm to permanently delete the annotation.

Note: Only the creator of the annotation can edit or delete it.

Export annotations and comments

Select the annotation icon ( ) in line with the intended graph or account.
Select Export.

The annotations for that graph or account export into a .xlsx file.

Tip: To export all annotations created within your analysis, refer to the Annotations dashboard.

Learn more about working with exported annotations.