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Segments

This topic describes what segments are and how to use them. Use segments to create your own custom view on data.

A segment is a filtered view of a data set. By default, there are four segment types: Customer, Payments, Billing, and Logs. Within segment type, data is filtered into segments which are provided by default. For information on these segments, and how they are filtered, see Manage customers, Manage payments, Manage Billing, Manage logs, or Manage KYC.

Create a new segment

Use this process to create a new segment which will be displayed in data tables, inside one of the following segment types: Customer, Payments, Billing, or Logs.

  1. You can create a new segment from two locations, select one of the following:

    • From data tables:

      1. In the left navigation bar, press Data tables.
      2. In the left of the screen, in the Data tables section, press Create segment.

    • From settings:

      1. In the left navigation bar, press Settings .
      2. In the Management section, press Segments.
      3. Select one of the following options:
        • Add a new segment to data tables: Select Data tables segments.
        • Add a new segment to the customer detail page: Select Customer segments.
      4. Press Customers, Payments, Billing, or Logs.
      5. In the top right of the page, press Create segment.

  2. In the Page dropdown, select one of the following:

    • Add a new segment to data tables: Select Customers.
    • Add a new segment to the customer details page: Select Customer details.
    Note

    To access the customer details page: In the left navigation bar, press Data tables, press Customers. Then, in the Name column, press a customer's name. To activate segments in the customer detail page, turn on the Display segments toggle.

  3. In the Type dropdown, select the type of data to display.

  4. In the Share section, select one of the following:

    • To make the segment visible to all users: Select All users.
    • To make the segment visible to you only: Select Private.
    • To make the segment visible to specific users: Select Specific users, then in the dropdown, select the users or user groups.

  5. In the Title field, enter a name for the new segment.

  6. In the Filters section, add one or more filters. Use filters to add additional conditions to the data that is displayed in the segment. You can add multiple filters to a segment.

  7. In the Columns section, add, remove, and arrange columns.

  8. In the Sort order section, select a sort order and a column to base the order on.

  9. Press Save segment.

Edit a segment

Use this process to edit an existing segment.

  1. You can edit a segment from two locations, select one of the following:

    • From data tables:

      1. In the left navigation bar, press Data tables.
      2. In the left of the screen, in the Data tables section, press Manage segments.
      3. Select Customers, Payments, Billing, or Logs.
      4. On the right of a segment, press Edit .

    • From settings:

      1. In the left navigation bar, press Settings .
      2. In the Management section, press Segments.
      3. Depending on where the segment is located, press Data tables or Customer details.
      4. On the right of a segment, press Edit .

  2. Edit the segment:

    1. To change who can see and use the segment in your team: In the Share section, select one of the following:
      • To make the segment visible to all users: Select All users.
      • To make the segment visible to you only: Select Private.
      • To make the segment visible to specific users: Select Specific users, then in the dropdown, select the users or user groups.
    2. To change the title of the segment: In the Title field, enter a name for the new segment.
    3. To add or edit filters that control data that is displayed in the segment: In the Filters section, add one or edit filters.
      Use filters to add additional conditions to the data that is displayed in the segment. You can add multiple filters to a segment.
    4. To change the columns that are displayed in the segment: In the Columns section, add, remove, and arrange columns.
    5. To change the sort order of the data in the segment: In the Sort order section, select a sort order and a column to base the order on.

  3. Press Update segment.

Manage segments

Use this process to: adjust who can access or see a segment, favorite a segment, edit a segment, or to view and edit segment data.

  1. The manage segments option is accessible from two locations, select one of the following:

    • From data tables:

      1. In the left navigation bar, press Data tables.
      2. In the left of the screen, in the Data tables section, press Manage segments.

    • From settings:

      1. In the left navigation bar, press Settings .
      2. In the Management section, press Segments.
      3. Depending on where the segment is located, press Data tables or Customer details.

  2. Select Customers, Payments, Billing, or Logs.

  3. Select from the following segment options:

    • Adjust who can access a segment: In the Shared with column, press the status, make a selection, then press Apply.
    • Turn segment visibility on or off: In the Visibility column, turn on or off the toggle.
    • Favorite a segment: In the top left of a data table, select the Toggle starred.
    • Delete a segment: On the right of a segment, press Delete .
    • View and edit segment data: In the Title column, press the segment name. To edit a segment, see Edit a segment.

Apply a filter to an existing segment

Use this process to apply a filter to an existing segment.

A filter is a means of refining data that is displayed in a data table. You can create multiple filter combinations to create a custom view on your data. To add more than one filter to an existing segment, repeat the following process.

  1. In the left navigation bar, press Data tables, then press Customer, Payments, Billing, Logs, or KYC & AML.
  2. Select a segment, then in the top right of the table, press Filters .
  3. In the Filter dropdown, select a value to filter.
  4. In the Operation dropdown, select a condition.
  5. In the Value field, enter or select values.
  6. Press Apply filter.
  7. Select an option:
    • To save the filtered data to the active segment: Press Save.
    • To create a new segment based on the filtered data: Press Save segment as, enter a name for the new segment, then press Save.

Edit a filter on an existing segment

Use this process to edit a filter that is applied to a segment.

A filter is a means of refining data that is displayed in a data table.

  1. In the left navigation bar, press Data tables, then press Customer, Payments, Billing, Logs, or KYC & AML.
  2. Select a segment, then in the top right of the table, press Filters .
  3. Edit the filter.
  4. Press Apply filter.
  5. Press Save.
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