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Account Segment Dashboards

You can review the accounts in an Account segment on its dashboard, along with the criteria that define it, and download the list of accounts as a CSV file.

To open the dashboard, click Segments under the People section of the navigation menu. The Type column identifies each one as an Account or Individual segment. Click an Account segment’s name.

The Account segment dashboard shows the segment's criteria above a table of the accounts that match them.

Liferay Data Platform (LDP) evaluates Account segments on a schedule rather than as events arrive. The list comes from the most recent completed evaluation, and the Segments dashboard’s Last Membership Update column reports when that evaluation finished. While an evaluation is running, the dashboard reports that the segment’s data is still processing.

Details

The Segment Criteria card shows the criteria that define the segment, in the structure you built in the segment builder. The card is read-only. To change the criteria, click Edit Segment next to the segment’s name. The segment builder reopens with your existing criteria in place.

When the segment includes anonymous individuals, the card shows an Includes Anonymous Individuals badge.

When a criterion depends on a data source that was removed, LDP disables the segment and reports the reason on the dashboard. The membership list and the CSV export stay unavailable, but Edit Segment remains available. Use it to replace the affected criteria.

Segment Membership

The Segment Membership section lists the accounts that match the segment’s criteria. An account matches an event criterion when at least one of its individuals triggered the event as the criterion specifies. To learn how the has not operator and anonymous individuals change that, see Criteria Categories.

The section uses the same default columns as the Accounts dashboard. Search, filtering, sorting, and pagination work as they do there, except that the Filter menu leaves out Status. See Accounts for what the columns mean.

To work with the same accounts on the Accounts dashboard, set its Segment filter to this segment.

Downloading the Segment Membership List

A CSV export holds at most 10,000 accounts.

  1. Below the segment’s name, click Download Reports.

  2. Click Download in the dialog that opens.

    A message reports that the CSV file is being generated, and the download begins.