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NetSuite Admin Tips: Customize General Ledger and make Custom Segment as a filter

edited Dec 16, 2022 1:03AM in NetSuite Admin Corner

Custom Segments are utilized by NetSuite users to serve as an additional identifier in their transactions. Most of these custom segments are G/L impacting and are needed in analyzing reports such as General Ledger. When running the report, it is helpful to users to show the transactions and balances for a particular segment only, thus filtering the report with ease is necessary. 

For example, a user created a custom segment to identify the region of their transactions:

Here's how you can do it:

1.) Navigate to Reports > Financial > General Ledger

2.) Click Customize

3.) Go to Filters section

4.)  Add Fields

Expand Financial

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