Adding Custom Segment In Reports

After creating a custom segment we need to see the reports related to the custom segment. When we ticked the checkbox of G/L impact it will be added in the journal entry of each transaction.

In order to see the impact of the custom segment, we need to customize the reports that you want to see.

We can add the custom segment as a filter in the reports. Then we can filter each segments’ values or impact.

Click the customize button in the report.

In the filter tab, add the custom category.

Check the box of “show in filter region”. Save this report.

Now we can filter each custom category in the report.

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