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Report Designer

Filter segments when printing reports

The
is in the list
 filter finds accounts that match all selected segment codes, like using
AND
 instead of
OR
.
You can combine different segments using the
is in the list
 filter. For example, you could filter for
Location 1
 and
Department 25
.
You can't use this filter for multiple codes within the same segment. For example,
Department 25
 and
Department 26
 won't work because an account can't belong to 2 departments at once.
Follow these steps to apply a filter.
  1. Open the Report Designer or
    Print Reports
     screen and select your accounting report.
  2. Select
    File
    , then
    Print
     or
    Print Preview
     to open the
    Options
     window.
  3. In the Filtering and Sorting section, select the
    Segments
     tab.
    note
    If the
    Segments
     tab isn't available, select
    Page Setup
    , mark the
    Segments
     checkbox in the Filtering and Sorting Options, then select
    OK
    .
  4. Select your Segment Code filters, then
    OK
     to print or preview.
To filter multiple segment codes from the same segment, use separate lines for each combination:
  • Line 1: Segment Code > is in the list > Location 1 and Department 25
  • Line 2: Segment Code > is in the list > Location 1 and Department 26
  • Line 3: Segment Code > is in the list > Location 1 and Department 27
In segmented clients, descriptions may repeat for each segmented or core account, depending on the variables used:
  • Chart of Accounts variables (like ChartofAccountsActivity.Amount) show each segmented account separately.
  • Core account variables (like ChartofAccountsActivity.Core.Amount) show 1 line for each core account with a total amount.
For example, if you have a core account (640) with segments 1 and 2 both labeled as Bad Debts:
  • Non-core variables will show 2 lines: 1-640 and 2-640.
  • Core variables will show 1 line for Bad Debts with the total amount.

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports

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