# 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 four segment types: Customer, Payments, Billing, and Logs. Within 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), or [Manage KYC](/docs/data-tables/manage-kyc).

## Create a new segment

Use this process to create a new segment which will be displayed in data tables, inside one of the following segment types: Customer, Payments, Billing, or Logs.

1. You can create a new segment from two locations, select one of the following:
  - From data tables:
    1. In the left navigation bar, press .
    2. In the left of the screen, in the **Data tables** section, press **Create segment**.
  - From settings:
    1. In the left navigation bar, press .
    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 segments**.
    4. Press **Customers**, **Payments**, **Billing**, or **Logs**.
    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 **Customers**.
  - Add a new segment to the customer details page: Select **Customer details**.
To access the customer details page: In the left navigation bar, press , press **Customers**. Then, in the **Name** column, press a customer's name. To activate segments in the customer detail page, turn on the **Display segments** toggle.
3. In the **Type** dropdown, select the type of data to display.
4. In the **Share** section, select one of the following:
  - To make the segment visible to all users: Select **All users**.
  - To make the segment visible to you only: Select **Private**.
  - To 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:
  - From data tables:
    1. In the left navigation bar, press .
    2. In the left of the screen, in the **Data tables** section, press **Manage segments**.
    3. Select **Customers**, **Payments**, **Billing**, or **Logs**.
    4. On the right of a segment, press .
  - From settings:
    1. In the left navigation bar, press .
    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 .
2. Edit the segment:
  1. To change who can see and use the segment in your team: In the **Share** section, select one of the following:
    - To make the segment visible to all users: Select **All users**.
    - To make the segment visible to you only: Select **Private**.
    - To make the segment visible to specific users: Select **Specific users**, then in the dropdown, select the users or user groups.
  2. To change the title of the segment: In the **Title** field, enter a name for the new segment.
  3. To add or edit filters that control data that is displayed in the segment: In the **Filters** section, add one 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.
  4. To change the columns that are displayed in the segment: In the **Columns** section, add, remove, and arrange columns.
  5. To change the sort order of the data in the segment: 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: adjust who can access or see a segment, favorite a segment, edit a segment, or to view and edit segment data.

1. The manage segments option is accessible from two locations, select one of the following:
  - From data tables:
    1. In the left navigation bar, press .
    2. In the left of the screen, in the **Data tables** section, press **Manage segments**.
  - From settings:
    1. In the left navigation bar, press .
    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**, or **Logs**.
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  **Toggle starred**.
  - Delete a segment: On the right of a segment, press .
  - 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 , then press **Customer**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press .
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:
  - To save the filtered data to the active segment: Press **Save**.
  - To 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 , then press **Customer**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press .
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 , then press **Customer**, **Payments**, **Billing**, **Logs**, or **KYC & AML**.
2. Select a segment, then in the top right of the table, press  **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)