Custom Segments are utilized by NetSuite users to serve as an additional identifier in their transactions. Most of these custom segments are G/L impacting and are needed in analyzing reports such as General Ledger. When running the report, it is helpful to users to show the transactions and balances for a particular segment only, thus filtering the report with ease is necessary.
For example, a user created a custom segment to identify the region of their transactions:
Here’s how you can do it:
1.) Navigate to Reports > Financial > General Ledger
2.) Click Customize
3.) Go to Filters section
4.) Add Fields
Expand Financial folder > Custom Segment subfolder > Click Name (You can also add the column using the same steps in the Edit Columns section)
5.) Initially select a segment
6.) Click Show in filter region
7.) Save and run the report
Result:
Users can now filter the transactions by custom segment
Users can also select the sections easily by clicking the double chevron in the custom segment filter:
