Segments in Magnifi: Create and Report Across Divisions

Segments - Create and Report

Purpose

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.


When to Use

  • You need to report across selected divisions instead of all divisions.

  • You want to create a custom grouping of divisions for comparison or analysis.


How To

Add a Segment

  1. Go to the Add Divisions page.

  2. Click Add Segment.

  3. Select the divisions to be included within the segment.

  4. The new segment will appear as a reporting option across relevant reporting screens.

Report by Segment

  • Once a segment is created, you can filter or view reports by segment in addition to the standard divisional and consolidated levels.

Export Segment Reports to Excel

  1. Open a report that supports segment reporting.

  2. Choose Export.

  3. The Excel export will include multiple worksheets, including a divisional comparison for the divisions in the segment.


Tips/FAQs

  • 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.