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  1. MindBridge for Enterprise
  2. Manual Journal Entry (MJE)
  3. Data table

Explorer page: overview

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Summary

Rely on Explorer to review the details on underlying entries that make up your other summary insights. Explorer provides a comprehensive and interactive view of financial data, facilitating in-depth analysis and insight generation and faster risk response.

Learn more about the Explorer dashboard for Transaction Risk Analytics (“TRA”) below.

Overview

Explorer allows you to:

  1. Access a high-level summary of the imported data.
  2. Control the time frame, amount type, and risk level of the entries you want to view.
  3. Select a risk score to view entries within a specific context.
  4. Filter the data to target areas of interest.
  5. Save filters and share them publicly with your organization.
  6. View in-depth control point details about relevant groups of entries.
  7. Configure Pivot table to group and aggregate data across multiple dimensions
  8. Save entire Explorer configurations as Page Views for reuse and collaboration
  9. Drill-down to the expanded entry details.
  10. View selected entries in Trends.
  11. Export a point-in-time view of your visible data.

Access the data summary

MindBridge provides a high-level summary of your imported data that can be easily shared and discussed among team members or in presentations to leadership.

Select the information icon ( Information icon.svg ) to access the data summary (located below the analysis name at the top of the page).

The data summary contains the following details:

  • Organization name: The name of the relevant MindBridge organization.
  • Engagement name: The name of the relevant engagement.
  • Analysis type: The type of analysis being viewed (such as Payroll).
  • Imported date: The date that the given file was imported into MindBridge.
  • Data source: The name of the primary file that was imported into MindBridge.
  • Current period: The start and end dates of the period under analysis.
  • Prior period: If applicable, the start and end dates of the period prior to the current period under analysis.
  • Total # of entries: The count of line items (i.e., entries) detected within the imported dataset.
  • Total # of entries by segment: The count of line items (i.e., entries) detected within each segment (as determined by your App Admin during analysis configuration).

Dashboard settings

The menus at the top of this dashboard are settings that affect the data displayed below. Your selections will persist when navigating between the Explorer and Insights workspaces.

Change the time frame

The Time frame menu displays data for the latest month by default, but you can update this selection as desired.

  1. Open the Time frame menu.
  2. Select one of the following options:
    • Latest month: Displays data from the most recent month in the current period.
    • Previous month: Displays data that was imported in the month prior to the latest month.
    • Previous quarter: Displays data that was imported within the quarter prior to the latest quarter.
    • Custom: Displays data based on your desired start and end dates.
      If you select Custom, you will be prompted to use the calendar tool to select start and end dates for the period under review.

Your selection will be applied immediately.

Select Cancel to go back without applying your changes.

Change the amount type

The Amount type menu displays your default amount type, as determined by your App Admin during analysis configuration. If the imported dataset contains multiple amount types, you can use this menu to pivot between amount types as desired.

  1. Open the Amount type menu.
  2. Select the amount type that you want to see in this dashboard’s results.

Your selection(s) will be applied to the tables below immediately.

Select Cancel to go back without applying your changes.

Note: If the dataset only contains one amount type, it will be displayed here in read-only mode and cannot be updated.

Change the risk level

The Risk level menu displays high-risk entries by default, but you can use this menu to view the entry results of different risk levels as desired.

  1. Open the Risk level menu.
  2. Select the risk level you want to see:
    • High risk
    • Medium risk
    • Low risk
  3. When you are satisfied, select Apply to see your selection(s) in the tables below.

Select Cancel to go back without applying your changes.

Note: The range (i.e., the minimum and maximum values) of each risk level may vary based on the cut-off method applied in your analysis configuration.

Note: When tested against the data, rules-based control points either pass (0% risk) or fail (100% risk), and thus will not appear if “Medium” is selected.

View entries by risk score

The risk scores displayed at the top of this dashboard are determined by your App Admin during analysis configuration.

Select a risk score tile to update the analysis results displayed, within the context of the applied dashboard settings. Your selections will persist when navigating between the Explorer and Insights workspaces.

Within each risk score tile, you will see:

  • The risk score name
  • The total monetary value of all entries associated with the risk score
  • The total number of entries associated with the risk score

MindBridge default risk scores

MindBridge provides the following risk scores out of the box, but these may be disabled by your App Admin during analysis configuration.

Tip: These default risk scores were created in order to help identify and mitigate risk by providing early warnings of potential issues. Being able to track exceptions, inefficiencies, and anomalies can help your organization adhere to regulations, avoid legal and reputational risks, and enhance operational efficiency, resulting in cost savings and competitive advantages. Additionally, they provides valuable data for continuous process improvement and risk management across business operations.

*Note: Unlike Exceptions and Anomalies, the Inefficiencies score will not appear in all analysis configurations.

Apply filters

Filters that appear on this dashboard are determined by your App Admin during analysis configuration, and can help you find specific data in the analysis results.

Your selections will persist when navigating between the Explorer and Insights workspaces.

The Insights dashboard supports amount thresholding by either amount buckets, or standard deviation.  Because of the two types of filtering, when you drill through from Insights onto the Explorer page, the Explorer page may not match the results presented on the Insights page. To improve drill through behaviour and ensure consistency in presentation, a more robust amount filter on the explorer page has been added.

  1. Open the desired filter menu.
  2. Use the checkboxes to select the criteria you want to filter for. If you know what you're looking for, you can enter it into the field at the top of the open menu to pull it up quickly.
  3. When you are satisfied with your selection(s), select Apply to apply your selections so you can quickly explore the data.
  4. At this time, only one filter can be applied at a time.

Select Reset filter any time to remove applied filters.

Save filters

You can save the filters you create in the Explorer dashboard, making it quick and easy for you to pick up where you left off.

  1. Apply your desired filters.
  2. Select Actions and then Save as new filter.
  3. Name your filter and input a category (which can be an existing category or you can type in a new name for a new category).
  4. Optional - use the Make filter available to others check box to share your filter publicly within your organization. If the filter is saved as public, others have the ability to modify it.
  5. Later, to apply a saved filter, select Actions and then Add saved filter from your list of saved filters. You can also delete saved filters here.

 

Segment view tables

The first table on this dashboard allows you to pivot between segment views, based on your selected risk level. The data is broken down first by control point, then the relevant entries for each control point are divided into groups based on amount thresholds (determined during configuration) so you can prioritize your risk response effectively.

  • Use the menu within the table header to select a different segment view. Your selection will be applied immediately.
  • Use the grab handle ( Move icon 2.svg ) to re-size the table.
  • Select any cell within the table to populate the entries table (below) with additional details about the relevant entries.

Within the table, you will see the following columns:

  • Selected segment view: The first column lists the unique data within the selected segment view. For example, if the selected segment view was Employee, you might see a list of employee names or ID codes below.
  • Total: The net value of all relevant entries for the given control point
  • Risk score (MAX): The unique control point score for the given entry, within the given group.
  • # of entries: The total count of relevant entries in the given group.
  • Amount (SUM): The sum total amount value of all relevant entries in the given group.

You can hide the Segment view table by pressing the All Entries button at the top right of the table. Once hidden, you can show the table by pressing the Summary button.

Entries table

The entries table provides relevant details about the group of entries you selected in the segment view table. The number of results indicated within the table header corresponds directly to the number of entries in the cell you selected.

Select any row to drill-down to the expanded entry details, which provides context for risk scores and control points using comparative visuals so you can make informed decisions more quickly and with greater confidence.

Within the table, you will see the following columns:

  • Selected risk score: The aggregate score of all control points for the given entry.
  • Amount: The total amount value of the given entry.
  • Other segment details: The other columns that appear in this table are based on your analysis configuration.

Pivot table

Pivot table extends Explorer’s analysis capabilities by allowing you to group and aggregate data across both rows and columns. This provides flexible exploration of transactional data directly within MindBridge.

You can configure Pivot table to define:

  • Row groups (e.g., Control Owner, Location, Entity)

  • Column groups (e.g., Risk Category, Period)

  • Aggregation metrics, including:

    • Entry count – number of entries in a group

    • Amount sum – total monetary value for grouped records

    • Risk score max – highest risk score within a group

    • Control point score max – maximum anomaly detection score tied to control points

    • % High risk – proportion of high-risk items within a grouping

With Pivot table, you can:

  • Compare risk or financial exposure across multiple dimensions (e.g., locations, time periods, business units)

  • Drill down from high-level summaries into entry details

  • Support audit test planning and control assessment workflows

All results are rendered interactively in Explorer, without requiring exports or external tools.

Page Views

Page Views allow you to save and reuse your current Explorer configuration — including filters, Pivot table settings, groupings, and metrics. Saved views ensure consistency across analyses, accelerate repeatable procedures, and support collaboration across teams.

With Page Views, you can:

  • Save the current Explorer configuration with a custom name and category

  • Reload saved views across sessions or periods

  • Apply saved views directly from the page view header or Actions menu

  • Update or duplicate existing views as procedures evolve

Trends

Trends provides users with a clear, visual representation of changes over time. This feature helps users quickly identify emerging risks, assess their impact, and take informed action with greater efficiency.

  1. Above the entries table on the right-hand side you will see Trends and Summary buttons.
  2. Click on Trends.
  3. Trended view will be based on the selected entries.

Export data

Export a spreadsheet with data that reflects the current view of the Explorer dashboard, with all settings and filters applied.

Select Export, located near the top of the page, to the right of the dashboard settings. The file will appear in your default download location.

Anything else on your mind? Chat with us or submit a request for further assistance.

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