Reporting with Custom Segments

Leverage custom segments for multi-dimensional financial analysis and reporting.

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Report Types Supporting Segments

Report Type	Segment Support	Notes
Financial Reports	✓	Filter and group by segment
Saved Searches	✓	Filter, display, summarize
SuiteAnalytics Workbooks	✓	Full dimensional analysis
Report Builder	✓	Custom report layouts
Financial Statement	✓	P&L, Balance Sheet by segment

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Financial Reports

Income Statement by Segment

Reports → Financial → Income Statement

Configure:

1. Click Customize
2. Add Custom Segment to filters
3. Set Show to segment field
4. Enable Expand for segment breakdown

INCOME STATEMENT BY PROJECT
Period: January 2025
─────────────────────────────────────────────────────────

                        PRJ-001     PRJ-002     PRJ-003     Total
─────────────────────────────────────────────────────────
REVENUE
  Service Revenue       $50,000     $75,000     $30,000    $155,000
  Product Revenue       $10,000     $15,000     $5,000     $30,000
─────────────────────────────────────────────────────────
Total Revenue           $60,000     $90,000     $35,000    $185,000

EXPENSES
  Professional Svcs     $25,000     $45,000     $15,000    $85,000
  Travel & Expenses     $3,000      $8,000      $2,000     $13,000
  Materials             $5,000      $10,000     $3,000     $18,000
─────────────────────────────────────────────────────────
Total Expenses          $33,000     $63,000     $20,000    $116,000

NET INCOME              $27,000     $27,000     $15,000    $69,000
─────────────────────────────────────────────────────────

Balance Sheet by Segment

Useful for tracking assets/liabilities by project:

BALANCE SHEET BY PROJECT
As of January 31, 2025
─────────────────────────────────────────────────────────

                        PRJ-001     PRJ-002     PRJ-003     Total
─────────────────────────────────────────────────────────
ASSETS
  Accounts Receivable   $15,000     $25,000     $10,000    $50,000
  Work in Progress      $8,000      $12,000     $5,000     $25,000
─────────────────────────────────────────────────────────

LIABILITIES
  Accounts Payable      $5,000      $10,000     $3,000     $18,000
  Deferred Revenue      $10,000     $15,000     $7,000     $32,000
─────────────────────────────────────────────────────────

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Saved Searches

Search with Segment Filter

// SuiteScript saved search
search.create({
  type: search.Type.TRANSACTION,
  filters: [
    ['type', 'anyof', ['VendBill', 'ExpRpt']],
    'AND',
    ['cseg_project', 'anyof', ['1', '2', '3']], // Segment values
    'AND',
    ['trandate', 'within', 'thismonth']
  ],
  columns: [
    'tranid',
    'trandate',
    'entity',
    'cseg_project',  // Include segment in results
    'amount'
  ]
});

Summary by Segment

// Group by segment
search.create({
  type: search.Type.TRANSACTION,
  filters: [
    ['type', 'anyof', ['VendBill']],
    'AND',
    ['mainline', 'is', 'T']
  ],
  columns: [
    search.createColumn({
      name: 'cseg_project',
      summary: search.Summary.GROUP
    }),
    search.createColumn({
      name: 'amount',
      summary: search.Summary.SUM
    }),
    search.createColumn({
      name: 'internalid',
      summary: search.Summary.COUNT
    })
  ]
});

Results

Project         Total Amount    Transaction Count
─────────────────────────────────────────────────
PRJ-001         $45,000         12
PRJ-002         $78,000         23
PRJ-003         $32,000         8
PRJ-004         $15,000         4

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SuiteQL Queries

Query Transactions by Segment

SELECT
  t.tranid,
  t.trandate,
  t.type,
  t.entity,
  cs.name AS project_name,
  tl.amount
FROM
  Transaction t
  JOIN TransactionLine tl ON t.id = tl.transaction
  LEFT JOIN CustomSegment_project cs ON tl.cseg_project = cs.id
WHERE
  t.type = 'VendBill'
  AND t.trandate >= '2025-01-01'
ORDER BY
  t.trandate DESC

Aggregate by Segment

SELECT
  BUILTIN.DF(tl.cseg_project) AS project,
  SUM(tl.amount) AS total_amount,
  COUNT(DISTINCT t.id) AS transaction_count
FROM
  Transaction t
  JOIN TransactionLine tl ON t.id = tl.transaction
WHERE
  t.type = 'VendBill'
  AND tl.mainline = 'F'
GROUP BY
  tl.cseg_project
ORDER BY
  total_amount DESC

Cross-Tab Report

SELECT
  a.acctnumber,
  a.fullname AS account_name,
  SUM(CASE WHEN tl.cseg_project = 1 THEN tl.amount ELSE 0 END) AS prj_001,
  SUM(CASE WHEN tl.cseg_project = 2 THEN tl.amount ELSE 0 END) AS prj_002,
  SUM(CASE WHEN tl.cseg_project = 3 THEN tl.amount ELSE 0 END) AS prj_003,
  SUM(tl.amount) AS total
FROM
  TransactionLine tl
  JOIN Transaction t ON tl.transaction = t.id
  JOIN Account a ON tl.account = a.id
WHERE
  t.trandate >= '2025-01-01'
  AND tl.mainline = 'F'
GROUP BY
  a.acctnumber, a.fullname
ORDER BY
  a.acctnumber

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SuiteAnalytics Workbooks

Creating a Segment Dataset

1. Datasets → New Dataset
2. Select Transaction record type
3. Add fields:
   • Transaction Date
   • Transaction Type
   • Account
   • Amount
   • Custom Segment (cseg_project)

Pivot Table Configuration

WORKBOOK: PROJECT ANALYSIS
─────────────────────────────────────────────────────────

Rows:
  └── Account (expanded to detail)

Columns:
  └── Project Code

Values:
  └── Sum of Amount

Filters:
  ├── Transaction Date: This Quarter
  └── Transaction Type: Vendor Bill, Expense Report

Visualization Options

Chart Type	Best For
Bar Chart	Comparing totals across segments
Stacked Bar	Showing composition by account
Line Chart	Trending over time by segment
Pie Chart	Segment share of total
Pivot Table	Detailed cross-tab analysis

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Report Builder

Custom Report with Segments

Reports → New Report

1. Select record type (Transaction)
2. Add criteria:
   • Custom Segment equals [value]
3. Add result columns:
   • Group by: Custom Segment
   • Sum: Amount
4. Add subtotals per segment

Report Layout

┌─────────────────────────────────────────────────────────┐
│  PROJECT EXPENSE REPORT                                 │
│  Period: Q1 2025                                        │
├─────────────────────────────────────────────────────────┤
│                                                         │
│  ▼ PRJ-001: Website Redesign                           │
│    ├── Jan 2025                                         │
│    │   └── VB-001  ABC Consulting    $5,000            │
│    │   └── VB-002  XYZ Design        $3,000            │
│    ├── Feb 2025                                         │
│    │   └── VB-005  ABC Consulting    $7,000            │
│    └── Subtotal: $15,000                               │
│                                                         │
│  ▼ PRJ-002: Mobile App                                 │
│    ├── Jan 2025                                         │
│    │   └── VB-003  Dev Team Inc      $12,000           │
│    ├── Feb 2025                                         │
│    │   └── VB-006  Dev Team Inc      $15,000           │
│    └── Subtotal: $27,000                               │
│                                                         │
│  ═══════════════════════════════════════════════════   │
│  GRAND TOTAL: $42,000                                   │
└─────────────────────────────────────────────────────────┘

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Budget vs Actual Reporting

Budget with Segments

Budget Record Configuration:
├── Account: 6100 - Professional Services
├── Period: January 2025
├── Subsidiary: US Operations
├── Department: IT
├── Project Code: PRJ-002  ← Custom Segment
└── Amount: $50,000

Budget vs Actual Report

Reports → Financial → Budget vs Actual

BUDGET VS ACTUAL BY PROJECT
Q1 2025
─────────────────────────────────────────────────────────

Account               Budget      Actual      Variance    %
─────────────────────────────────────────────────────────

PRJ-001: Website Redesign
  Professional Svcs   $30,000     $28,000     $2,000      93%
  Travel              $5,000      $4,500      $500        90%
  Subtotal            $35,000     $32,500     $2,500      93%

PRJ-002: Mobile App
  Professional Svcs   $50,000     $55,000     -$5,000     110%
  Travel              $8,000      $7,000      $1,000      88%
  Subtotal            $58,000     $62,000     -$4,000     107%

─────────────────────────────────────────────────────────
TOTAL                 $93,000     $94,500     -$1,500     102%

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Dashboard KPIs

Segment KPI Tiles

// Portlet showing segment metrics
const getProjectKPIs = () => {
  return search.create({
    type: search.Type.TRANSACTION,
    filters: [
      ['type', 'anyof', ['VendBill', 'Check', 'ExpRpt']],
      'AND',
      ['trandate', 'within', 'thismonth'],
      'AND',
      ['mainline', 'is', 'T']
    ],
    columns: [
      search.createColumn({
        name: 'cseg_project',
        summary: search.Summary.GROUP
      }),
      search.createColumn({
        name: 'amount',
        summary: search.Summary.SUM
      })
    ]
  }).run();
};

Dashboard Display

┌─────────────────────────────────────────────────────────┐
│  PROJECT SPENDING - THIS MONTH                          │
├─────────────┬─────────────┬─────────────┬───────────────┤
│  PRJ-001    │  PRJ-002    │  PRJ-003    │  PRJ-004      │
│  $28,500    │  $45,200    │  $12,800    │  $8,500       │
│  ▲ 12%      │  ▼ 5%       │  ▲ 8%       │  ─ 0%         │
└─────────────┴─────────────┴─────────────┴───────────────┘

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Export Options

Export Segment Data

Format	Method
CSV	Saved Search → Export
Excel	Financial Report → Excel Export
PDF	Financial Report → Print
API	RESTlet with search results

Scheduled Reports

Scheduled Report:
├── Report: Project Expense Summary
├── Segment Filter: All Active Projects
├── Frequency: Weekly (Monday 8:00 AM)
├── Recipients: project-managers@company.com
└── Format: PDF + Excel

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See Also

• Custom Segments Overview - Introduction
• Creating Segments - Setup guide
• Transaction Impact - GL and transaction effects
• SuiteQL Guide - Query techniques