Income statement report..in the layout -section criteria ,,I am not able to see the custom field and custom segment I added to the account record...I want to used it as filter in the Criteria section. Is it a limitation? I'm using admin role
k
Kman
10/27/2025, 1:55 AM
We used an existing field like Department and renamed it. It should show up in the fillet toolbar at the bottom and when you expand it you should see it
j
JMS
10/27/2025, 2:29 AM
These are the list available including account type and account name,I cannot used this fields
k
Kman
10/27/2025, 2:34 AM
Are you using each of those fields currently - Department name. Class, location?