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Report Designer

Create and use account segments

Account segments can help you customize your reports to show the specific information you need.
Follow these steps to create account segments and use the printing method that best fits your reporting needs.

Create account segments

  1. Select
    Setup
    , then
    Account Segments
    .
  2. Create segments to divide accounts for use in Trial Balance and reporting.
  3. Common segments include locations, departments, units, funds, and projects.

Method 1: Side-by-side comparison

This method shows columns for each segment in 1 report.
  1. Open the Report Designer and select your report.
  2. Copy and paste the amount columns for each segment you want to compare.
  3. Select a cell or column, then Options next to
    Segments
     in the Cell or Column Properties section.
    note
    Because segment selections apply to account activity, the selected cell or column should contain the
    [ChartofAccountsActivity.Core.Amount]
     variable.
  4. In the Segment Selections window:
    • Select
      Segment Code
       from the dropdown.
    • Select
      is
       to choose a single segment.
    • Select Add to add more segments if needed.
  5. Select
    OK
     to save.

Method 2: Filter by 1 segment at a time

This method lets you filter segments when printing or previewing.
  1. Select your report in the Report Designer or
    Print Reports
     screen.
  2. Select
    File
    , then
    Print
     or
    Print Preview
    .
  3. Go to the
    Segments
     tab in the Options window.
    note
    If you don't see the
    Segments
     tab, select
    Page Setup
    , mark the
    Segments
     checkbox in the
    Report
     tab, thenselect
    OK
    .
  4. Filter by
    Segment Code
     and select
    OK
     to print or preview the report.

This article applies to:

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

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