Specifying display options

In the Segment Definition Document, you can specify what is to be displayed. You can also return to the Segment Reporting Worksheet.

Prerequisites

For information on creating and sorting the segments in the Segment Definition Document, see Inserting, deleting, and sorting segments.

Specifying the segments to display

In the Segment Definition Document, you can specify whether to display primary segments, secondary segments, or both. This makes it convenient to work in the document if there are numerous segments to manage.

Procedure

  1. In the Home tab, from the (Segment information) drop-down, select one of the following:

    Option Description
    All Display the primary and secondary segments.
    Primary Segment Display the primary segments only.
    Secondary Segment Display the secondary segments only.

Results

The selected segments are displayed.

Accessing the Segment Reporting Worksheet

When in the Segment Definition Document, you can launch the Segment Reporting Worksheet.

Procedure

  1. From the Home tab, click (Segment reporting).

Results

The Segment Reporting Worksheet opens.

Displaying guidance

In the Segment Definition Document, you can display guidance provided by the template author that enables you to complete the document.

Procedure

  1. From the Home tab, click (Guidance).

Results

The guidance for the Segment Definition Document is displayed.