Explain how to filter by custom segment on a BvA r...
# ask-stanley-ai
a
Explain how to filter by custom segment on a BvA report. It does not seem to be working currently
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To filter by a custom segment on a Budget vs Actual (BvA) report, you need to add the custom segment filter twice - once through the Budget and once through the Financial sections in the "Add Fields" box. However, this is a workaround and not an ideal solution because you have to run the report individually for each value in a custom segment. Here are the steps: 1. Go to the BvA report. 2. Click on "Customize" to modify the report. 3. In the "Add Fields" box, add the custom segment filter twice. Once under the Budget section and once under the Financial section. 4. Run the report. Please note that this workaround may not work if the custom segment does not apply to Journal Entries (JEs). If the custom segment applies only to the header of JEs, you may need to modify the form to hide it. Also, if you're experiencing issues with changes not showing up, try clearing your cache, logging out, closing your browser, and logging back in. This can help resolve caching issues that may prevent changes from showing up. Remember, this is a workaround and not a perfect solution. As of now, NetSuite does not allow you to choose the custom segment as a Column Filter in the BvA report.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830000699
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829143107
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826344609
Please provide your feedback on this answer.