Creating a Segment

If you want to create a Segment, follow these steps:

From the Segments page, click the New Segment button.

The New Segment form will open on the right side of the screen.

Specify the Segment Name in the Segment Details tab.

(Optional). Select the Metadata tab to add any metadata that you want to use.

Once the information is filled in, click the Save button.

The Segment will appear in the list of available Segments for your Ledger.

Understanding Segment fields

When creating or editing a segment in Midaz Module, you’ll work with:

Segment Name (required) - A descriptive name for the segment that identifies its purpose

Custom key-value pairs - Additional fields for integration, reporting, or business-specific needs

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