Account Segments List

Use the Account Segments List function to produce a list of account segments. To edit account segments, use the Account Segments function.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select, if applicable, the Banded Rows check box to highlight alternating lines on the list to make the report easier to read.
    Note: Use the Print Preferences function in the System Manager Business Rules to define the default setting for this check box. You can then override this default when you print the list.
  3. Click a command button to

    4. Click To
    Print Process the Account Segments List.
    Output Output the list as a PDF.
    Send Save the list as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Account Segments List.
    Reset Set all fields to their default values.