Hello,
I want to create separate income statements for each segment and save it all on one workbook using Financial Reporter. I understand that you can print the income statements divided by segments as separate workbooks but I do not want to spend the time consolidating it into one file. It should be done automatically.
There are three segments:
- Account (segment number 1)
- Customer (segment number 2)
- Business (segment number 3)
I want to filter based on the account and the business segments.
For example:
If the business segment had the following segment codes: AG, TH and MI. I want one worksheet of the file to show the income statement of all the accounts ending in AG as in the following:
20000-AG
21000-AG
22000-AG
I have tried to use 20000~22000-%-AG~AG, 20000-AG:22000-AG or 20000~22000-%-AG in column A but it does not work.
EDIT: I was able to generate information by using 20000~22000-AG and hardcoding the other segments. For instance, if the customer segments were H01, J01 and K10 and some of the accounts do not have customer segments, I was able to get information by putting in column A: 20000~22000-AG, 20000~22000-AG-H01, 20000~22000-AG-J01, 20000~22000-AG-K10.
I need to account for the different segment values in the customer segment to get all the accounts with the required business segments to come up. This does not allow me to consolidate the accounts by the customer segment using column D.
