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Custom Segments - Issues Filtering by segments in Saved Search/Report results

edited Jun 2, 2025 2:21PM in Ask A Guru 3 comments

Recently enabled Custom Segments feature in order to categorize more effectively than using standard Lists/custom fields, also assumed that doe to its "nested" structure we could utilize more effectively in saved searches/reporting.  Not working as expected and not sure if its an issue with setup or just a limitation with custom segments.

Case:  Created custom segment field on Customer records "Customer Region" utilizing a standard hierarchical structure (Global Region : Country : Region : Sub-region).  Ex. the Midwest is broken into two subregions:
N America : USA : Midwest : West North Central
N America : USA : Midwest : East North Central

Created a customer saved search returning all customers and their respective "Customer Region" & added "Customer Region" to Filters.  When trying to Filter by region, it only shows results when set to -All-  or  the exact region assigned  (i.e. N America : USA : Midwest : West North Central).  Attempting to filter to N America : USA : Midwest returns no results.  I would expect it to return all customers assigned to both West North Central and East North Central.

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