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Generate Rows using Account Filter > Segment

1.The Segment added in the Account Structure form will all be shown as an option on how you would want to filter your accounts for rows’ generation.

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2.Once a segment is selected, clicking the drop down arrow in the Account field will show the list of segment codes added for that segment.

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3.Once a segment had been selected, Generate button will now be enabled to allow you to generate the rows based from the configuration set.

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4.The Description field can be used to assign a custom description for the generated rows.  Take note that once a description is entered here, that same description will be used as the row’s description.  

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This is how it will be shown when Generate button is clicked.

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So if you would want to show the Account’s Description in the Description field, it is recommended to leave the Description field as blank.

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Now here are the rows generated with the above account filter configuration.

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5.        There is also an Include Account ID option at the bottom left of the form that when checked will show the Account ID before the Account Description.

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This is how it will look like when Generate button is clicked.

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