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.
- Open the Report Designer orPrint Reportsscreen and select your accounting report.
- SelectFile, thenPrintorPrint Previewto open theOptionswindow.
- In the Filtering and Sorting section, select theSegmentstab.noteIf theSegmentstab isn't available, selectPage Setup, mark theSegmentscheckbox in the Filtering and Sorting Options, then selectOK.
- Select your Segment Code filters, thenOKto 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.
