How to create a custom segment
Save a group of people as a segment to focus on their data
By default, Uplevel shows data about everyone in your organization, but offers a list of default segments you can pick from to see more detailed groups.
Let's create a custom segment with exactly the people you want to see included: engineers who live in Washington.
- Click the segment drop down to see all the available segments.
- At the bottom of the menu, click "Create segment".
- Give your segment a name.
- At this point you can decide whether this segment should be available to everyone or only to you, whether managers should be included in your segment, and if the segment should include former employees as well as current ones.
- Create a rule for which people should be in the segment. This can be based on any of the properties about individuals, such as their role, location, or department. Take a look at the Users tab to see these properties on everyone at the org.
- Click +Add to add additional rules if needed, for example, Home State = WA.
- Tip: To make a very specific list of users, select Rule: User, and select the individual people you wish to include one-by-one.
- Finally, Eligible Users shows the number of people in the segment you're creating, and expand to review the list.
- Click Create to save the new segment.
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