# Questions? We have answers.

## Summary

The **audit plan** you and your team put together in MindBridge can be [exported](https://support.mindbridge.ai/hc/en-us/articles/360056330814#h_01FCXCCSE5DKAEJCNWP11BVT4S) in **.csv** and **.xlsx** format so you can start investigating each task.

Learn about the information found within the **audit plan export** based on whether you have exported the [.csv version](https://support.mindbridge.ai/hc/en-us/articles/360058198713-Audit-plan-export#01FYW3ZR39Y009NN4BQC6HDM92) or the . [xlsx version](https://support.mindbridge.ai/hc/en-us/articles/360058198713-Audit-plan-export#01FYW3ZR39ZRBP1MXBBK6MS3PE).

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## Export details for CSV files

The CSV version of an audit plan export contains a single sheet that may include any of the following columns, as desired:

- Task details*  
- MindBridge Score  
- Audit assertion risk scores:  
  - Existence/Occurence Score  
  - Rights and Obligations Score  
  - Completeness Score  
  - Valuation/Accuracy Score  
  - Presentation/Classification Score  
  - Cut-off Score  
- Every control point score  
- Transaction ID  
- Account ID  
- Account name  
- Effective date  
- Memo  
- Debit  
- Credit  
- Reporting Amount  
- Local Amount (with currency code, if mapped)  
- Document Amount (with currency code, if mapped)  
- Local currency key  
- Document currency key  
- User  
- Status  
- Task Type  
- Sample Method  
- Description  
- Reporter  
- Assignee  
- Filters applied as of task creation  
- Audit Areas  
- Audit Assertions  
- Sample  
- Comments

**Note:** If [additional columns](https://support.mindbridge.ai/hc/en-us/articles/360058269853) have been added, they will be included in this export as well.

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## Export details for XLSX files

The XLSX version of an audit plan export contains at least 3 sheets:

- Data sheet (for each analysis type)  
- Settings sheet (for each analysis type)  
- Summary sheet

### Data sheet

This sheet provides information about the analysis' transactions/entries, tasks, and control points.

|     |     |     |
| --- | --- | --- |
| **Transaction/Entry columns** | **Task columns** | **Control point columns** |
| - Transaction ID<br>- Analysis Name<br>- Account<br>- Account Name<br>- Mb Account Tags<br>- Effective Date<br>- Memo<br>- Debit<br>- Credit<br>- Monetary<br>- Value<br>- User ID<br>- Reporting Amount<br>  <br>- Local Amount (with currency code)<br>  <br>- Document Amount (with currency code)<br>  <br>- Local currency key<br>  <br>- Document currency key | - Status<br>- Task Type<br>- Sample Method<br>- Description<br>- Reporter<br>- Assignee<br>- Filters applied as of task creation<br>- Audit Areas<br>- Audit Assertions<br>- Sample<br>- Comments | Each control point used in the analysis is represented in this section. |

**Note:** If [additional columns](https://support.mindbridge.ai/hc/en-us/articles/360058269853) have been added, they will be included on this sheet as well.

**Note:** The Control Points section of the export shows the risk score given to each transaction/entry from a machine learning control point (if applicable), and whether or not the transaction/entry triggered a rule-based control point.

### Settings sheet

This sheet provides information regarding the settings used with this export, and includes the following information:

- Analysis name  
- Analyzed on  
- Materiality  
- Rationale  
- Fiscal start month  
- Fiscal start day  
- Frequency  
- Accounting package  
- Industry

Control points, audit assertion scores, and settings are also included on this sheet, as well as the following column headers:

- Control points  
- Library Default Weight  
- Current Weight  
- Last Modification By  
- Reason For Deviation  
- Date Setting Changed  
- Default suspicious keywords  
- Suspicious keywords  
- Default complex transaction keywords  
- Complex transaction keywords  
- Default manual entries  
- Manual entries  
- High dollar top percentage  
- Materiality amount  
- Old invoice day threshold  
- End of reporting period threshold  
- End of analysis period threshold

#### **Summary**

This sheet outlines high-level details about the export, such as:

- Engagement’s name  
- When it was exported  
- Library applied to the analysis  
- Name of the analysis  
- Filters applied while generating the export

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Anything else on your mind?