# Questions? We have answers.

## 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.

1. Select the **annotation** icon (  ) in line with the graph or item you want to annotate on.
2. 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<br>- Accounts receivable |

### Comment on an annotation

Add comments to any annotation.

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

### View annotations and comments

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

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

### Edit an annotation or comment

1. Select the **annotation** icon (  ) in line with the intended graph or account.
2. 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

1. Select the **annotation** icon (  ) in line with the intended graph or account.
2. 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

1. Select the **annotation** icon (  ) in line with the intended graph or account.
2. 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](https://support.mindbridge.ai/hc/en-us/articles/360056457274).

Learn more about [working with exported annotations](https://support.mindbridge.ai/hc/en-us/articles/360056329834).