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- On the main menu, click Reports.
- From the New report...drop-down list, select Time Phased.
- In the Name* box, type the name of the report.
- In the Description box, type the description.
- From the Share with users drop-down list, select the appropriate option with whom you want to share the report.
- From the Share with clients drop-down list, select the clients with whom you want to share the report.
- In the Filters section, from the Add filter... drop-down list, select a filter. The selected filters are displayed under the Filter column.
- Select the Prompt? check box if you wan to display the selected filters in the report output window.
- In the View section, under Tabular, select the columns and options of your choice.
- Choose 'Show totals only' to see totals at each level of grouping without bothering about the individual details.
- Choose 'Cumulative' to see increasing quantities by successive additions.
- Click Save to save the report. The created report will be displayed.
