1.Create a report.

a.From the Reports tab, click New.

b.Enter a Report Name.

c.Save the report.

2.Click Data in the left pane.

3.Create a data series for a project.

a.From the Data Series page, click New.

b.From the New Data Series window, select a project type for Record Type.

c.Enter a Name for the data series.

d.Click Ok.

e.Select the Results Display tab.

f.From the Systems Fields folder, drag the following to the Results Display section:

▪Object Link

▪Matter ID

g.Click Apply & Close to save.

4.Create another data series for accounts.

a.From the Data Series page, click New.

b.From the New Data Series window, select Account for Record Type.

c.Enter a Name for the data series.

d.Click Ok.

e.Select the Results Display tab.

f.From the Systems Fields folder, drag the following to the Results Display section:

▪Project

▪Name

▪Total Used

a.Click Apply & Close to save.

5.Save the report.

When you create or update a data series, you must save the report before you use it to create join conditions.

6.Place a check-mark in the Combine Data Series check-box on the Data page.

7.Click the Results Display Configuration button.

8.Drag the following Fields to the Join Conditions section:

oObject Link from the project data series folder

oProject from the account data series folder

9.Drag all Fields in both folders to the Results Display section.

10.Click Apply & Close to save.

11.Click Chart in the left pane.

12.From the Group By field, select Matter ID.

13.Click Save & View from the save drop-down options.

14.Click Run Report to see the combined data series in a report, as shown in the sample report.