Database Segments allow you to group records in AdviserLogic based on defined criteria, such as client attributes, portfolio details, or adviser assignments. Segments help you quickly filter large datasets, run targeted reports, and reuse the same criteria without rebuilding filters each time.

To access Database Segmentation, navigate to the Database Segmentation button via the toolbar in the top right corner of your AdviserLogic Screen.

The screen is split into two sections. The left section is titled Segments and displays a list of existing database Segmentation Reports and provides an interface for creating new ones. The right section is titled Fields to Display and contains a list of expandable fields that can be selected to populate new reports.

To create a new segment, select Add from the top right corner of the Segments screen. This will clear any previously entered data.

Enter the Name and Description of the segment created using the fields at the bottom of the Segments section.

The report can be further customised by adding a Report Header, setting the Title Alignment, choosing a Theme to change the colour of the report, or selecting Group or Table Footer, and Summary options.

To populate your report, begin by selecting the necessary fields from the Fields to Display section. Click on the Plus + icons next to the field names to expand the list of available options.

Once expanded, tick the checkboxes next to the fields to be included in the report.

The fields chosen will show in the Selected Fields to Display column to the right.

When you Save and Download, these fields will be displayed as columns in the Excel report.

Once you have built the framework of the Segmentation report by adding the fields, you will need to Save it to unlock additional options such as previewing and further refining it by applying filters to the selected fields.

To save the report select the Save button from the bottom right of the Fields to Display screen.

When saved successfully a confirmation notification will show and additional options will become available at the bottom of the Fields to Display Section.

By selecting this option, the report will be shared with other users within your practice, allowing them access to the data and insights contained in the report.
​
Other users cannot modify the shared segment directly; however, they can use the Save As function to save a copy locally to their account, allowing them to modify it within their own AdviserLogic Account.

Selecting this option will add the report to a dropdown menu, activated by hovering over the Segmentation button, providing quick and easy access to the report whenever needed from anywhere in AdviserLogic.

By selecting this option, the Database Segmentation Report will be downloaded to your device as an Excel file, enabling you to easily access, review, and manage the segmented data at your convenience.

Selecting this option will open a Preview window where you can review the available data and then save it as a Word document, PDF, or spreadsheet. This allows you to ensure accuracy and completeness before finalizing and downloading your report.

Selecting Delete will open a confirmation prompt, allowing you to review your decision before permanently deleting the report. This ensures no data is accidentally removed without your explicit approval.

This option will save the existing report as a copy, allowing you to refine and modify it without altering the original version. This ensures the original report remains intact while you work on improvements or adjustments.

Below the main options, you'll see the blue Define Filters option.

Selecting this will open a window where you can apply additional filters to the selected fields, enabling you to pinpoint specific data for more focused analysis.

By selecting and entering additional data, you can create a specific report that precisely pinpoints the information you need from the available fields.
​
This allows for tailored analysis and ensures that the report focuses on the most relevant data for your requirements.

​
​

The Logical Operator is used to apply multiple filters to the data, allowing for more complex queries.
​
For example, if you need a report that includes two categories of clients, choosing the OR operator will apply both filters, returning records that match either condition.
​
Choosing AND will combine multiple conditions, ensuring that only records meeting all specified criteria are included in the data segmentation.

Begin Filter Group and Close Filter Group define the priority and structure of the fields selected within your filters. Selecting Filter Group 1 inserts one bracket, while Filter Group 2 inserts two brackets, allowing you to group and prioritize your filters for more accurate and refined data segmentation.
​
When adding values to your Table/Field filters, select the appropriate filter group for the dataset to help the system accurately differentiate and apply the filters to the correct groups.
​
For example, having first selected the corresponding field in the Fields to Display.

Using filter groups, you can first apply a condition to find everyone in a specific fund (e.g., Fund A).

Then, within a separate filter group, you can apply another condition to select clients with a "Gold" or "Silver" category.

This setup allows you to segment your data accurately, ensuring that the system identifies records that match both sets of criteria, but within their respective groups.