# Segments

This topic describes what segments are and how to use them.
Use segments to create your own custom view on data.

A segment is a filtered view of a data set.
By default, there are five segment types: Customers, Payments, Billing, Logs, and KYC & AML.
Within each segment type, data is filtered into segments which are provided by default.
For information on these segments, and how they are filtered, see [Manage customers](/docs/data-tables/manage-customers), [Manage payments](/docs/data-tables/manage-payments), [Manage billing](/docs/data-tables/manage-billing), [Manage logs](/docs/data-tables/manage-logs), [Manage KYC](/docs/data-tables/manage-kyc), or [Manage AML](/docs/data-tables/manage-aml).

## Create a new segment

Use this process to create a new segment that is displayed in data tables.
The segment is associated with one of the following segment types: Customers, Payments, Billing, Logs, or KYC & AML.

1. You can create a new segment from two locations.
Select one of the following:
  1. In the left navigation bar, press **Data tables**.
  2. In the left of the page, press **Create new segment**.

  1. In the left navigation bar, press **Settings**.
  2. In the **Management** section, press **Segments**.
  3. Select one of the following options:
    - Add a new segment to data tables: Select **Data tables segments**.
    - Add a new segment to the customer detail page: Select **Customer details segments**.
  4. Press **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
  5. In the top right of the page, press **Create segment**.
2. In the **Page** dropdown, select one of the following:
  - Add a new segment to data tables: Select **Data tables**.
  - Add a new segment to the customer details page: Select **Customer details**.
To access the customer details page: In the left navigation bar, press **Data tables**, press **Customers**.
Then, in the **Name** column, press a customer's name.
To view segments in the customer detail page, in the top left of the page, press **Segments**.
3. In the **Type** dropdown, select the type of data to display.
4. In the **Share** section, select one of the following:
  - Make the segment visible to all users: Select **All users**.
  - Make the segment visible to you only: Select **Private**.
  - Make the segment visible to specific users: Select **Specific users**, then in the dropdown, select the users or user groups.
5. In the **Title** field, enter a name for the new segment.
6. In the **Filters** section, add one or more filters.
Use filters to add additional conditions to the data that is displayed in the segment.
You can add multiple filters to a segment.
7. In the **Columns** section, add, remove, and arrange columns.
8. In the **Sort order** section, select a sort order and a column to base the order on.
9. Press **Save segment**.


## Edit a segment

Use this process to edit an existing segment.

1. You can edit a segment from two locations.
Select one of the following:
  1. In the left navigation bar, press **Data tables**.
  2. In the left of the page, in the **Data tables** section, press **Manage segments**.
  3. Select **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
  4. On the right of a segment, press **Edit**.

  1. In the left navigation bar, press **Settings**.
  2. In the **Management** section, press **Segments**.
  3. Depending on where the segment is located, press **Data tables** or **Customer details**.
  4. On the right of a segment, press **Edit**.
2. Select from the following:
In the **Share** section, select one of the following:
  - Make the segment visible to all users: Select **All users**.
  - Make the segment visible to you only: Select **Private**.
  - Make the segment visible to specific users: Select **Specific users**, then in the dropdown, select the users or user groups.

In the **Title** field, enter a name for the segment.
In the **Filters** section, add or edit filters. 
Use filters to add additional conditions to the data that is displayed in the segment.
You can add multiple filters to a segment.
In the **Columns** section, add, remove, and arrange columns.
In the **Sort order** section, select a sort order and a column to base the order on.
3. Press **Update segment**.


## Manage segments

Use this process to manage access to a segment.
You can specify who can view or edit the segment and its data, or favorite the segment.

1. The manage segments option is accessible from two locations.
Select one of the following:
  1. In the left navigation bar, press **Data tables**.
  2. In the left of the page, in the **Data tables** section, press **Manage segments**.

  1. In the left navigation bar, press **Settings**.
  2. In the **Management** section, press **Segments**.
  3. Depending on where the segment is located, press **Data tables** or **Customer details**.
2. Select **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
3. Select from the following segment options:
  - Adjust who can access a segment: In the **Shared with** column, press the status, make a selection, then press **Apply**.
  - Turn segment visibility on or off: In the **Visibility** column, turn on or off the toggle.
  - Favorite a segment: In the top left of a data table, select the **Star empty** **Toggle starred**.
  - Delete a segment: On the right of a segment, press **Delete**.
  - View and edit segment data: In the **Title** column, press the segment name.
To edit a segment, see [Edit a segment](#edit-a-segment).


## Apply a filter to an existing segment

Use this process to apply a filter to an existing segment.

A filter is a means of refining data that is displayed in a data table.
You can create multiple filter combinations to create a custom view on your data.
To add more than one filter to an existing segment, repeat the following process.

1. In the left navigation bar, press **Data tables**, then press **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press **Filters**.
3. In the **Filter** dropdown, select a value to filter.
4. In the **Operation** dropdown, select a condition.
5. In the **Value** field, enter or select values.
6. Press **Apply filter**.
7. Select an option:
  - Save the filtered data to the active segment: Press **Save**.
  - Create a new segment based on the filtered data: Press **Save segment as**, enter a name for the new segment, then press **Save**.


## Edit a filter on an existing segment

Use this process to edit a filter that is applied to a segment.

A filter is a means of refining data that is displayed in a data table.

1. In the left navigation bar, press **Data tables**, then press **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press **Filters**.
3. Edit the filter.
4. Press **Apply filter**.
5. Press **Save**.


## Share a segment

Use this process to share a segment with other users.

To view a shared segment, users must have the correct permissions to access it.
For more information, see [Users](/docs/settings/users).

1. In the left navigation bar, press **Data tables**, then press **Customers**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press **Copy** **Copy link**.
3. Share the link with other users.


## Related topics

- [Customize tables](/docs/data-tables/customize-tables)
- [Manage logs](/docs/data-tables/manage-logs)
- [Manage billing](/docs/data-tables/manage-billing)
- [Manage payments](/docs/data-tables/manage-payments)