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Time phased report is a special report that allows you to view data in a time-phased manner. These report data over a defined time period with a particular zoom level. Zoom can be Day, Week or Month.

To Create a time-phased report:

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


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