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    F9 Segment Descriptions
    • 15 Jul 2024
    • 1 Minute to read
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    Contents

    F9 Segment Descriptions

    • Updated on 15 Jul 2024
    • 1 Minute to read
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    Article summary

    The F9 Segment Descriptions report in R365 is designed for F9 customers looking to seamlessly transfer data into F9 for further financial reporting. This report provides comprehensive details, including General Ledger (GL) account information, legal entity data, and location specifics. It is formatted to meet the requirements for direct import into F9, eliminating the need for setting specific report parameters. By delivering all necessary information in a structured format, the F9 Segment Descriptions report streamlines the data transfer process, ensuring accuracy and efficiency in financial analysis and reporting, empowering R365 users to leverage F9's robust financial reporting capabilities and make informed business decisions based on precise financial data.

    Navigation

    1. In the Reports section of the left navigation pane, select My Reports.
      The My Reports screen appears.

    2. At the top of the My Reports screen, select Labor.
      The screen generates a list of reports in alphabetical order.

    3. Locate the F9 Segment Descriptions report.

    4. Select Customize to adjust the report parameters and run the report.

    Report Parameters

    This report is automatically configured to produce an output in the necessary format for successful data transfer and therefore does not have any parameters to set.

    Report Columns

    Column

    Description

    Segment Number

    Code used to identify the type of individual account.

    • 1 - GL Account

    • 2 - Legal Entity

    • 3 - Location

    • 4 - Daypart

    • 5 - Revenue Center

    • 6 - Oder Mode

    Segment Value

    Segment code used for each account. This is the GL account number used in R365.

    Segment Description

    Description associated with the segment value. This often includes the name of the GL account.

    Email, Export, or Print the Report

    This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.

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