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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Report of Account Segm...
Microsoft Dynamics GP (Archived)

Report of Account Segment Descriptions

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Posted on by Jason Robey 9

Hello,

Is there a way to produce a report of segment descriptions?  For example, I would like a list of my segment 5 codes and the accompanying descriptions.  I know that I can view them in GP>Tools>Setup>Financial>Segment, but can I get that list as an exportable report?  I would like to have it in Excel.

Thanks.

Jason

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  • Suggested answer
    kmalone43 Profile Picture
    kmalone43 894 on at

    Hi Jason,

    If you have SmartList Builder, SmartList Designer, or access to your SQL environment, it's a simple report to compile.

    Table = GL40200

    Simple Script

    select sgmntid [Segment ID], DSCRIPTN [Description]

    from gl40200

    order by 1

    To filter on just a single segment

    declare @SegmentNumber int = 1

    select sgmntid [Segment ID], DSCRIPTN [Description]

    from gl40200 where sgmtnumb = @SegmentNumber

    order by 1

    Let me know how this goes.

    Thanks,

    Kyle

  • Joe B. Profile Picture
    Joe B. 60 on at

    Hello, Jason.  Another option to look at is using an app called Popdock.  You can add your GP as a connector and it pulls down your data into an easy to use reporting tool.  Here is an example of adding that specific table that Kyle mentioned and then filtering on the Segment number you want, I don't have 5 in this demo GP data so used 1.  Then Popdock has a nice feature to export this data to Excel.

    www.screencast.com/.../hRGoPIgpLCE

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at

    You can also craft a report using Report Writer with the Segment Description Master as your main table. You can use Report Writer restrictions to select the specific segment you are interested in.

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