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Report Designer

Use account segments in Report Designer

Account segments help you customize your reports to show the specific information you need.
Before you can use account segments in the Report Designer, you'll need to do the following:
  1. Add account segments.
  2. Set up the account mask to include segments.
  3. Create segments to divide accounts for use in Trial Balance and reporting.
    note
    Common segments include locations, departments, units, funds, and projects.
When you've completed the prerequisites, follow these steps to use the printing method that best fits your reporting needs.

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 select the ellipsis 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 select 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 from the
    Print Reports
     screen.
  2. Select
    File
    , then
    Print
     or
    Print Preview
    .
  3. Go to the
    Segments
     tab in the
    Options
     window.
    note
    If the
    Segments
     tab isn't available, select
    Page Setup
    , mark the
    Segments
     checkbox in the
    Report
     tab, then select
    OK
    .
  4. Filter by
    Segment Code
    , then select
    OK
     to print or preview the report.

This article applies to:

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

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