Reports (Core & Plus)

Reports basics

There are 2 places to find reports: In the Reports tab of the left-hand panel and peppered throughout the right-hand panel. Reports found in the dedicated Reports tab will contain general, cemetery-wide information, while reports found in the right-hand panel are typically focused on individual spaces, lots, burials, etc.

Not sure what the left- and right-hand panels are? Refer to our CIMS Core & Plus basics page.

Reports in the left-hand panel

At the top of the left-hand panel are 3 tabs- click on the 3rd tab, labelled "Reports". At the top of this tab is a dropdown where you can choose a report to generate. Based on the report chosen, sometimes additional options will appear below the dropdown. To generate a report, click "Generate and view report". The report results will appear in new popup.

Some reports are quite large; for these, we limit the list of report results to 2,000 records. Use the "Record set" selector to page between the report's records. For these large reports, we recommend using the "Download all records" button and downloading a spreadsheet of the report, which you can then open in Excel or another program.

Reports available in the Reports tab
Report name	Description	Additional options
Available space list	Get a complete list of all currently-available spaces in your cemetery. Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.	Summary & group by: Use these 2 options together to generate summaries of cost, count or both by section, space type, and more.
Burial Activity/Management Report	List all burials that occurred in a specified time range. For this report to work correctly, burial dates need to be recorded in CIMS for each burial. Burial dates can be found in the Burials tab in the right-hand panel.	Group: Generate a chart showing burials per month, burials per year, and more. From & to: Use these 2 options to refine the burials shown in the report. Include records without a burial date: Not all burials may have a burial date recorded in CIMS. Choose to include these burials or not in your report using this option.
Care Fund Report	Generate a list of care funds in your cemetery.	Select: Refine results by the type of care fund. Select all care funds: Display all care funds in report results.
Cemetery Fees Report	List any fees your cemetery has recorded in CIMS.	Summary & group by: Use these 2 options together to generate summaries of cost, count or both by type, label or date. From & to: Use these 2 options to refine the fees shown in the report.
Cemetery Summary Report	Summarizes such data as space statuses, burials recorded, deceased veterans, etc. Also displays sales figures, space sales and more for the year to date, past 12 months, and more.	Start reporting date: Choose the start date for report data.
Complete Burial Report	Generate a list of all burials currently recorded in your cemetery.	Group: Generate a summary and chart of burials when you group them by burials per year, burial types, and more. Record set: This report can be quite large. CIMS limits the report to only showing 2,000 records at a time. Use this option to page between sets of records. We recommend using the "Download all records" button.
Complete Owner Report	List all spaces with owner information.	Record set: This report can be quite large. CIMS limits the report to only showing 2,000 records at a time. Use this option to page between sets of records. We recommend using the "Download all records" button.
Complete Space with Owners and Burials Repor	Get a list of all spaces with owner, co-owner and interred names listed.	Record set: This report can be quite large. CIMS limits the report to only showing 2,000 records at a time. Use this option to page between sets of records. We recommend using the "Download all records" button.
Customer Report	List all customers recoded in your CIMS database. To learn more about customers, read our customers page.	Record set: This report can be quite large. CIMS limits the report to only showing 2,000 records at a time. Use this option to page between sets of records. We recommend using the "Download all records" button.
Invoice Totals by Sales Representative *	Displays the monetary totals of invoices created by cemetery sales representatives. * Only available to cemeteries with the QuickBooks module.	From & to: Use these 2 options to refine the invoices shown in the report.
Marker Activity Report	This report uses the placement date of markers to generate a list of markers. For this report to work correctly, placement dates need to be recorded for markers in the Markers tab in the right-hand panel.	Group: Generate a summary and chart of markers at the top of the report by grouping markers by year, type, vendor and more. From & to: Use these 2 options to refine the markers shown in the report.
Military Report	List all veteran burials in your cemetery. Great for Memorial Day, Veterans Day, and other holidays!	Group: Generate a chart showing veterans grouped by war, rank and branch.
Newsletter Mailing List	List all customers who have the "Newsletter" option checked in their customer record. Does not display customers marked as deceased.
Responsible Party Report	Get a list of responsible parties for spaces or burials. For spaces, the owner is used as the responsible party. For burials, the "Authorized by" field is used. In the case a responsible party is deceased, a next-of-kin contact is listed, if present.	Record set: This report can be quite large. CIMS limits the report to only showing 2,000 records at a time. Use this option to page between sets of records. We recommend using the "Download all records" button.
Sold but Unused	Generate a list of all spaces that are sold but don't have a burial present. This will be a list of all spaces with a status of "Sold" in CIMS. Spaces that are "Sold" do not have burials; spaces that are sold with one or more burials present have a status of "Sold with burial". For this report to be accurate, your data needs to have been correctly entered in CIMS. We do not recommend changing a space status to "Sold with burial" unless a burial is actually present.	Summary & group by: Use these 2 options together to generate summaries of cost, count or both by space type or level.
Space activity report	Get a complete list of space sales. For this report to work correctly, either sold dates or deed dates need to be recorded in CIMS for each space sale. Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.	Date type: Use either a space's sold date or deed date to determine when a space is "sold" for this report's purposes. Summary & group by: Use these 2 options together to generate summaries of cost, count or both by sales per month, sales per year, and more. From & to: Use these 2 options to refine the space sales shown in the report. Include records without a sold date: Not all spaces may have a sold date recorded in CIMS. Choose to include these sales or not in your report using this option.

Reports in the right-hand panel

Reports available in the right-hand panel
Report name	Location	Description
Space report	Grey printer button at top-right of right-hand panel when a space is loaded.	Summarizes the active space's information, including ownership, burials, and more.
Sales summary	Ownership tab	Shows all costs and fees for all spaces owned by the owner of the active space.
Owner report	Ownership tab	Lists all spaces, details, and burials for all spaces owned by the owner of the active space.
Permission form	Burial tab	A printable form to give permission for an individual to be interred on a specified space.
Interment order	Burial tab	A report that prints out new burial information with both office and crew copies.
Default deed	Deed tab	CIMS includes a default deed you may choose to print or save as a PDF. A deed must be created before you can generate this report. Choose "Default deed" from the "Template" dropdown, then click "Generate".
Lot report	Reports tab (right-hand panel)	Shows all spaces in a lot and their basic information and burials. In CIMS Platinum cemeteries, includes a small map image.
Default contract	Reports tab (right-hand panel)	CIMS includes a default contract for sales you may choose to print or save as a PDF.

Custom reports

Your cemetery may have one or more custom reports; these are reports created by CIMS staff for your cemetery alone, tailored to your specifications.

Does your cemetery need a report that isn't available in CIMS? Contact our team to learn more about the process of creating a custom report.

Common examples of custom reports include bespoke deeds, purchase contracts, burial permit forms, personalized summaries of cemetery activities, and more.

Finding veterans with the military report

Looking for your veteran burials? Use the military report!

In the Reports tab of the left-hand panel, choose "Military report" from the dropdown at the top. Click "Generate and view report" and a popup will appear with a list of your veterans and their information. You can download this list as a spreadsheet or print it out using buttons located at the bottom-right of the popup.

The "Group" dropdown is optional; use it to group veterans by war, branch or rank and get counts of veterans in those wars/branches/ranks. The popup with the list of veterans will have counts and a bar chart at the top.

You can also find veterans using the Search tab. Veteran burials can also be given a specific color on CIMS Platinum maps.