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.
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.
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.
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.
This is how it will be shown when Generate button is clicked.
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.
Now here are the rows generated with the above account filter configuration.
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.
This is how it will look like when Generate button is clicked.