Custom Segments are fully supported in ExtendInsights Financial Reporting, allowing you to build reports that are filtered by your organisation's custom dimensions, such as Business Unit, Region, Department, Project Code, or any other custom segment configured in NetSuite.

Use custom segments to create more targeted Income Statements and custom financial reports without modifying your chart of accounts.

Custom Segments are currently supported in the following features.

The following report types do not currently support custom segments:

After selecting a custom segment, reference the segment cell as the final argument in your XAVI formula.

In this example:

This allows multiple formulas to reuse the same segment filter simply by referencing the same cell.

Some custom segments depend on another selection before their values become available.

For example, a Project segment may first require a Subsidiary, or one custom segment may be filtered by another custom segment.

When this occurs, the panel displays a Filtered by label.

Select the required parent value first to unlock the available segment values.

Custom segments behave slightly differently depending on the report type.

For built-in templates such as:

the custom segment filter is automatically placed in the fixed filter cells (typically W2/W3) immediately after the standard report filters.

This keeps all template formulas synchronised and ensures every calculation uses the same segment selection.

In a free-form workbook, you have complete flexibility.

You can place custom segment filters in any worksheet or cell and reference those cells in your XAVI formulas to build fully customised financial reports.

You can modify a custom segment at any time.

Simply click the worksheet cell containing the custom segment value to reopen the Custom Segment panel.

From there, you can:

All formulas referencing that cell update automatically after the selection changes.