How to set a custom segment to appear as pivot col...
# ask-stanley-ai
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How to set a custom segment to appear as pivot column in Profit and loss report
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AI generated answer (using internal Slack threads):
To set a custom segment to appear as a pivot column in the Profit and Loss report, you need to ensure that the custom segment is set as "GL Impacting". This will allow the custom segment to appear in the "Column" option of financial statements, enabling you to run comparative reports more easily. Here are the steps to follow: 1. Create a custom segment from the Customization menu. 2. In the custom segment definition, check the "Store Value" option. 3. Check the "GL Impacting" option. This will allow the custom segment to be used in financial reports. 4. Apply the custom segment to the necessary record types. 5. When creating or customizing a Profit and Loss report, you should now see your custom segment as an option in the "Columns" dropdown. Please note that there are some limitations with custom segments. For example, they may not appear as an option when customizing certain types of reports, such as the Budget vs. Actual report. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824042439
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812675059
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812631786
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