Segments allow you to combine multiple divisions into a single reporting view. This is useful when you want to compare or report on a selected group of divisions rather than the entire organisation.
You need to report across selected divisions instead of all divisions.
You want to create a custom grouping of divisions for comparison or analysis.
Go to the Add Divisions page.
Click Add Segment.
Select the divisions to be included within the segment.
The new segment will appear as a reporting option across relevant reporting screens.
Once a segment is created, you can filter or view reports by segment in addition to the standard divisional and consolidated levels.
Open a report that supports segment reporting.
Choose Export.
The Excel export will include multiple worksheets, including a divisional comparison for the divisions in the segment.
Segments do not replace divisions: they are an additional reporting view.
You can create multiple segments, each combining different divisions.
Segments are flexible and can be adjusted if reporting needs change.