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If you want to create a Segment, follow these steps:
1
From the Segments page, click the New Segment button.
2
The New Segment form will open on the right side of the screen.
3
Specify the Segment Name in the Segment Details tab.
4
(Optional). Select the Metadata tab to add any metadata that you want to use.
5
Once the information is filled in, click the Save button.
6
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 Details

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

Metadata

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