Concentration Risk Analysis - Work with Segments

Access this screen by selecting "Select Existing Segment" (F6) on the entry Concentration Risk Analysis screen.

NOTE: Because this dashboard uses end-of-month data, activity during the current month will not be included in this analysis.

This screen lists the segments that were defined previously. Select a segment and then an option.

Select - Use this to advance to the entry Concentration Risk Analysis screen with the settings of this segment populated. Use this to re-run the segment to evaluate it at another time. This can be used as a first step towards taking a new snapshot of the segment. You will not be able to make adjustments to the segment settings.
Copy - Use this to advance to the entry Concentration Risk Analysis screen with the settings of this segment populated. Then select additional settings or make adjustments to the settings to define a new segment. You will be able to make adjustments to the filters if you select this option, but you will need to save these settings as with a new segment definition.
Delete - Use this to delete the segment definition. You will be presented with a confirmation screen to accept.
Compare - Use this to advance to the date selection screen, where you will select the dates for comparison.
Summary - Use this to advance to the first analysis screen for this segment.