# Questions? We have answers.

## Summary

The **Ratios** dashboard displays financial ratios and their associated graphs, which can be used to explore the financial statements and assess the overall health of an entity.

Each MindBridge [library](https://support.mindbridge.ai/hc/en-us/articles/360056329574) provides a unique set of ratios out of the box, but you and your team can create your own custom ratios in the [library](https://support.mindbridge.ai/hc/en-us/articles/360056329634), in the [engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360056329674), and via the [Ratios dashboard](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01FRPKVKW4AHA0A64PZXR5PDT7).

Ratios are grouped by category. You can choose which ratios are shown on this dashboard by enabling and disabling ratios in the [engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360056329674).

On the Ratios dashboard, you can:

01. [Search](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01GA4VK2807CT1TK3HW52S65VP) for ratios  
02. [Filter](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01G92S7G6JDDXTQH66EB9HG1J2) for ratios based on categories  
03. [View](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#Viewing-ratios) ratios as they relate to various periods of time  
04. [Create new ratios](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01FRPKVKW4AHA0A64PZXR5PDT7), [export multiple ratios](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01FRPKVKW6MRJ1FNGVJWZM9DM5), and [view and edit ratio settings](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01G92Y41D78AP3PZJP7R1HDJXP)  
05. [Collapse and expand](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#Viewing-ratios) ratio categories  
06. View each ratio's name  
07. [View details](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01GA4W998BJSH86CF7QG84M5X6) about a specific ratio  
08. [Add annotations](https://support.mindbridge.ai/hc/en-us/articles/360056457254) and comments to a specific ratio  
09. [Export](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01FRPKVKW4KDY63JK7Q70MV94R), duplicate, or [edit](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01FRPKVKW4KKCG79025BFJNN2C) a specific ratio  
10. Learn more about your clients with [detailed graphs](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01GA4VWB761K6ZKDJQB3WHHK8Q)  
11. [Toggle](https://support.mindbridge.ai/hc/en-us/articles/360058192513-Ratios-dashboard-Overview-GL#01GA4W31VH5M6RG6642FSHKPNW) legend elements on and off, such as the time period or the expected range

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## Go to the Ratios tab

1. Select the **logo** in the MindBridge [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** in line with the desired analysis.
   
   You will go to the Analyze page.
5. Select the **Ratios** tab.

**Tip:** If you are already in an analysis, use the sidebar (  ) to open the **Analyze** menu (  ), then select the name of the analysis you want to see and go to the **Ratios** tab.

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## Search

1. Enter the ratio name in full or in part into the **Search** field.
2. Press **enter/return** on your keyboard, or select the **magnifying glass** icon (  ).

The dashboard displays ratios that match your search criteria.

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## Filter ratios

Filtering ratios allows you to find relevant statistics quickly.

**Tip:** The filters you apply to this dashboard will persist when navigating to other tabs, including the Data table, Risk overview, and Audit assertion risk.

There are 3 ways to filter for ratios:

### Filter by account

1. Open the **Account** filter menu.
2. Expand groups with the **chevron icon** (  ) to the left of the checkbox.
3. Use the checkboxes to select:
   - An **account group**: When selecting an account between levels 1 to 4, all lower-level accounts will also be selected.
   - An **individual account**: These are the accounts at the most granular level (level 5).
4. Expand groups with the **chevron icon** (  ) to the left of the checkbox.
5. When you are satisfied, **Apply** your selection(s).

MindBridge filters on all selected accounts.

Learn about the [MindBridge Account Classification](https://support.mindbridge.ai/hc/en-us/articles/360056060414) system.

### Filter by analysis period

1. Open the **Analysis period** filter menu.
2. Use the checkboxes to select the analysis period(s) you want to see.
3. When you are satisfied, **Apply** your selection(s).

MindBridge filters on all selected analysis periods.

**Note:** This filter only appears when prior periods have been added to the analysis.

### Filter by ratio

1. Open the **Ratio** filter menu.
2. Expand groups with the **chevron icon** (  ) to the left of the checkbox.
3. Use the checkboxes to select:
   - **Ratio category**: When selecting a ratio category, all ratios within the category will also be selected.
   - **Individual** **ratio(s)**: Within each category, you can select one or several ratios to filter for.
4. **Apply** your selection(s).

MindBridge filters for your selected ratios.

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## View ratios on the dashboard

### View by time period

Open the **View** menu near the top of the page and select whether you want to view ratios:

- By month
- By period
- By quarter

The ratios on the dashboard will update based on your selection.

### View by category

Select the **expand icon** (  ) next to a category name to expand the section. You will see the category's ratios and corresponding graphs.

### Show adjustments

If you have [imported adjustments, reclassifications, or eliminations](https://support.mindbridge.ai/hc/en-us/articles/360059917334) into your analysis, select the **Adjustments** toggle to view ratios with the adjusted values.

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## Use ratio graphs

### Data points

Hover over data points on the graph to view additional details and gain more context.

### Legend toggles

Ratio graphs use a distinct line for each time period included within the analysis. Select components in a graph's legend to toggle components on and off, such as a specific period of time, or the expected range.

### Additional details

Select the **info icon** (  ) to see the ratio formula that makes up the graph.

### Expected current period range

If the analysis contains 4 prior periods, you will see an [expected range](https://support.mindbridge.ai/hc/en-us/articles/4579639667991) for each data point in the current period. This expected range is a prediction of current period values based on the trends present in prior periods. Points that fall outside of this expected range are highlighted in red.

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## Create ratios

You can create a new ratio on the Ratios dashboard, from the [engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360056329674), or from the [library settings](https://support.mindbridge.ai/hc/en-us/articles/360056329634).

1. Open the **Actions** menu near the top of the page.
2. Select **Create ratio**.

A pop-up window will appear.
3. Enter a **Name** for the ratio.
4. Select a **Category** from the menu, or enter a new category with your keyboard.
5. Enter **Additional details** in the text box.
6. **Add** conditions (accounts, numerators and denominators) to your ratio as needed.

Learn how to use the [ratio builder](https://support.mindbridge.ai/hc/en-us/articles/360056395414).
7. When you are satisfied, select **Create Ratio**.*

The ratio you created adds a new graph on the Ratios dashboard, with the title you gave your ratio.

*Note:* Ratios will only be available for use in the engagement in which they were created. To apply a ratio across multiple engagements, select the **Add Ratio to Library** checkbox before creating the ratio.

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## View ratio settings

There are 2 ways you can see each ratio's settings, which include:

- The name of the ratio
- Additional information to contextualize the ratio
- The formula in use

### From the information icon

Select the **info icon** (  ) beside the ratio's name to see read-only details about the ratio.

### From the Engagement settings page

1. Open the **Actions** menu near the top of the page.
2. Select **Ratio settings**.

You will go to the [Ratios tab in the Engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360056329674).
3. Select the **expand icon** (  ) to reveal read-only details about the ratio.

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## Edit ratio settings

There are a few ways to edit each ratio's settings.

**Note:** Ratios will only be available for use in the engagement in which they were created. To apply a ratio across multiple engagements, select the **Add Ratio to Library** checkbox before finalizing your changes.

### From the Ratio dashboard

1. Open the **more actions menu** (  ) in line with the ratio you want to edit.
2. Select **Edit**.

A pop-up window appears.
3. Adjust the ratio name, category, additional details, and conditions as needed.
4. When you are satisfied, **Save** your changes.

Ratio changes will appear within the engagement.

### From the Engagement settings page

**Note:** When a library-level ratio is edited, MindBridge creates a duplicate of the ratio that can be manipulated as needed. This new ratio can then be added to the library for future use.

1. Open the **Actions** menu at the top of the page.
2. Select **Ratio settings**.

You will go to the [Ratios tab in the Engagement settings](https://support.mindbridge.ai/hc/en-us/articles/360056329674).
3. Select the **edit** icon ( ) in line with the ratio you want to edit.

A pop-up window appears.
4. Adjust the ratio name, category, additional details, and conditions as needed.
5. When you are satisfied, select **Update** (or **Create Ratio**) to save your changes.

Ratio changes will appear within the engagement.

### From the Admin section

**Note:** You must be an App Admin to access ratios at the library-level, as these ratios appear in any engagement using that library.

1. Open the MindBridge sidebar and select the **Admin** icon (  ).
   
   You will go to the Admin page.
2. Select the **Libraries** tab.
3. Open the **Actions** menu in line with the library you want to enter.
4. Select **View library**.
   
   You will go to the Library details tab.
5. Select the **General ledger** tab.
6. Select **Ratios** from the menu on the left of the page.
7. Select the **edit** icon (  ) in line with the ratio you want to edit.
8. Adjust the filter name, category, additional details, or conditions as needed.
9. When you are satisfied, select **Update** to save your changes.

Ratio changes will appear across any engagement using that library.

**Note:** Annotations made to this ratio prior to editing will be archived.

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## Duplicate ratios

Duplicate a ratio to manipulate it without impacting the original ratio.

1. Open the more actions menu (  ) in line with the ratio you want to duplicate.
2. Select **Duplicate**.

A copy of the ratio will appear on the Ratio dashboard.

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## Promote a ratio to a library

**Note:** You must be an App Admin to perform this action.

Ratios are available for use in the engagement in which they were created. Promoting a ratio to a library allows to you leverage that ratio across multiple engagements.

1. When creating or editing a ratio, select the **Add Ratio to Library** checkbox.
2. Once you are satisfied, select **Update** to save your changes.

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## Export ratios

There are a few ways to export ratios on this dashboard. The export is an .XLSX file containing 2 sheets:

- The ratio(s) displayed in graph format
- The data that makes up the graph(s)

### Export a single ratio

1. Open the **more actions menu** (  ) in line with the ratio you want to edit.
2. Select **Export**.

### Export multiple ratios

1. Open the **Actions** menu near the top of the page.
2. Select **Export**.

A pop-up window appears.
3. To select all available ratios, use **Select all**.
4. To choose ratios to export, open the menu and use the checkboxes to select:
   - **Ratio category**: When selecting a ratio category, all ratios within the category will also be selected.
   - **Individual** **ratio(s)**: Within each category, you can select one or several ratios to export.
5. Select **Export** to export the ratios you chose.

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## Delete ratios

1. Open the **more actions menu** (  ) in line with the ratio you want to delete.
2. Select **Delete**.

A confirmation window appears.
3. Select **Delete** to permanently delete the ratio.

**Note:** Engagement ratios can be deleted, but library ratios can only be deleted by an App Admin.

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Anything else on your mind? [Chat with us](https://login.mindbridge.ai/idp/login) or [submit a request](https://support.mindbridge.ai/hc/en-us/requests/new) for further assistance.

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