How Do You Add Appropriate Segments? Follow
What is Segmentation?
Segmentation in AutyFi allows you to create up to five meaningful segments for your organization. These segments help categorize and organize your data, making it easier to manage and analyze information based on specific criteria. By setting up segments, you can tailor your data views and reports to focus on different aspects of your business, such as location, department, product line, or any other relevant unit. This customization is integral for precise reporting, goal setting, and aligning your data with your business strategy. To add a segment, click the "+Add New" button, define the segment name, select the data type, and input custom values as needed. This process ensures your organization’s data is segmented to best support your operational and strategic needs.
Purpose of Segmentation
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Numeric: This option allows the user to input or select data that consists of numerical values. It can be used for quantities, measurements, or any other data that requires numeric input, such as square footage or the number of employees.
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Currency: This option is used when the data involves monetary values. When selected, the field expects input in a currency format, typically including symbols like "$" or "€" and decimal points for cents.
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Date: This option allows the user to input or select a date. The field expects a date format (e.g., DD/MM/YYYY or MM/DD/YYYY) and is typically used for tracking deadlines, schedules, or any data that requires date input.
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Dropdown: This option provides the user with a pre-defined list of choices. When selected, the field will display a dropdown menu from which the user can choose a single option. This is useful for standardized inputs, such as selecting from a list of departments or predefined categories.
Features
- Flexible Data Access: Assign specific data access rights by department.
- Customizable Values: Tailor app settings to meet unique departmental needs.
Use Cases
- HR: Access to employee records, maintaining confidentiality.
- Sales: Access to sales data for strategy optimization.
- IT: Access to system logs for effective management.
Usage Guidelines
- Identify departments needing specific data access.
- Set access rights and customize app settings per department needs.
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