- Select any of these columns:
- Beginning Balance
- Budget
- Credit
- Credit Units
- Debit
- Debit Units
- End Balance
- GL Amounts
- GL Trend
- Units
- Place your cursor in the Segment Filter field for the selected column. The dropdown button will be shown. Click on the first dropdown button.
- The Segment Filter Group screen will be opened.
Add and configure Segment Filter Group. Use the Quick Filter grid. Select the Segment Codes and click Apply button. The segment/s selected will be carried over to the grid at the right.
You can select to add single, multiple or all segments in one configuration. If you intend to configure the column to select All segments, instead of having to select all the segment codes for the selected segment name, you will have to leave it blank. Both will have the same result.
Example 1:
Example 2:
Example 3:- Save and close the Segment Filter Group screen.
- You will be back to the Column Designer screen.
You will not be able to close the Column Segment Filter screen until a location is configured. If you unintentionally selected the Segment Filter column type, then you may click the Delete toolbar button so you can close the Column Segment Filter screen without having to configure a formula. This will also delete the Segment Filter column added.