Versions Compared

Old Version 7

changes.mady.by.user Rufil Cabangal

Saved on

compared with

New Version 8

changes.mady.by.user Rufil Cabangal

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. When printing report, make sure that Show Report Settings checkbox is checked. Click Generate toolbar button. 
    Image RemovedImage Added
  2. The Report Setting screen opens. In the Segment Filter field select the segment you want all your columns with Segment Filter column type be filtered. Take note that this overrides what had been setup in the Column type segment filter. 
    Image Removed
    Image Added
    If you have not yet configured a segment filter, click the ellipsis button to open the Segment Filter Group screen to add and configure or edit a segment filter. See How to Configure Segment Filter Group screen. 

  3. If you want to print the report but would like to filter only those transpired for a specific segment like shown in the screenshot below, then you can create and configure the Segment Filter Group screen to reflect that segment group only and select that in the Segment Filter field when printing the report. 
    Image Removed
    Image Added
    See in the below report, only the totals for selected segment filter is shown in the report, other segments are showing 0.00.
    Image Added

    You can even create different Segment groups with its corresponding segment filter configuration so that you will just have to select it when printing reports. Now the Column Designer record with Segment Fitler column type setup becomes just a template and it is the Segment Filter field in the Report Settings screen who controls what information to show based on the selected segment filter.
    Here's how it is shown when report is previewed/printed. 
    Image Removed
    The totals above reflect only of the Profit Center > 0 - General.  
    Image RemovedBelow is an example of filters for difference segment groups.

    Image Added
    And here is a sample of multiple segments configured for a segment filter group.
    Image Added
    See in the below report, totals for selected segment filters are shown in the report.
    Image Added

Expand
title14.4

Say this is the column designer configuration. Segment Filter column here does not have Column Segment Filter configuration, as the Segment Used field shows blank.

And this column designer is used as component of one of your financial reports. 

  1. When printing report, make sure that Show Report Settings checkbox is checked. Click Generate toolbar button. 
  2. The Report Setting screen opens. In the Segment Filter field select the segment you want all your columns with Segment Filter column type be filtered. Take note that this overrides what had been setup in the Column type segment filter. 


    If you have not yet configured a segment filter, click the ellipsis button to open the Segment Filter Group screen to add and configure a filter. See How to Configure Add Segment Filter screenfrom Column Designer. 

  3. If you want to print the report but would like to filter only those transpired for a specific segment like shown in the screenshot below, then you can create and configure the Segment Filter Group screen to reflect that segment group and select that in the Segment Filter field when printing the report. 



    You can even create different Segment groups with its corresponding segment filter configuration so that you will just have to select it when printing reports. Now the Column Designer record with Segment Fitler column type setup becomes just a template and it is the Segment Filter field in the Report Settings screen who controls what information to show based on the selected segment filter.

  4. Here's how it is shown when report is previewed/printed. 

    The totals above reflect only of the Profit Center > 0 - General.  

 

...