Reports - Revision history

Cims wiki at 15:16, 15 May 2026

2026-05-15T15:16:50Z

← Older revision		Revision as of 15:16, 15 May 2026
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	There are 2 places to find reports: In the Reports tab of the left-hand flyout and peppered throughout the right-hand flyout. Reports found in the dedicated Reports tab will contain general, cemetery-wide information, while reports found in the right-hand flyout are typically focused on individual spaces, lots, burials, etc.		There are 2 places to find reports: In the Reports tab of the left-hand flyout and peppered throughout the right-hand flyout. Reports found in the dedicated Reports tab will contain general, cemetery-wide information, while reports found in the right-hand flyout are typically focused on individual spaces, lots, burials, etc.

	Not sure what a flyout is? Refer to our [[~~Platinum~~ basics\|~~Platinum~~ basics page.]]		Not sure what a flyout is? Refer to our [[Professional basics\|CIMS Professional basics page.]]

	<br><br>		<br><br>

Cims wiki: /* Reports in the left-hand flyout */

2026-01-08T22:37:45Z

Reports in the left-hand flyout

← Older revision		Revision as of 22:37, 8 January 2026
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	\|'''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.		\|'''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~~ with Burials Report'''		\|'''Complete Space with Owners and Burials Report'''
	\|Get a list of all spaces with owner, co-owner and interred names listed.		\|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.		\|'''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.

Cims wiki at 17:56, 21 February 2025

2025-02-21T17:56:06Z

← Older revision		Revision as of 17:56, 21 February 2025
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	Not sure what a flyout is? Refer to our [[Platinum basics\|Platinum basics page.]]		Not sure what a flyout is? Refer to our [[Platinum basics\|Platinum basics page.]]

			<br><br>

	==Reports in the left-hand flyout==		==Reports in the left-hand flyout==
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	'''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.		'''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.
	\|}		\|}

			<br><br>

	== Reports in the right-hand flyout ==		== Reports in the right-hand flyout ==
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	'''*''' Available only in CIMS Platinum		'''*''' Available only in CIMS Platinum
	\|}		\|}

			<br><br>

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

			<br><br>

	== Finding veterans with the military report ==		== Finding veterans with the military report ==

Cims wiki at 17:54, 21 February 2025

2025-02-21T17:54:47Z

@@ Line 1: / Line 1: @@
 [[Reports#Reports basics|Reports basics]]
 [[Reports#Custom reports|Custom reports]]
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 Not sure what a flyout is? Refer to our [[Platinum basics|Platinum basics page.]]
-===Reports tab===
+==Reports in the left-hand flyout==
 Open the left-hand flyout. At the top 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.
@@ Line 118: / Line 122: @@
 '''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.
 |}
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 You can also find veterans [[Searching#Finding veterans|using the Search tab]]. Veteran burials can also be given a [[Map appearance#Veteran burials|specific color on CIMS Platinum maps]].

Cims wiki: /* Reports tab */

2025-02-21T17:33:58Z

Reports tab

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 |-
 |'''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".
 |-
 |'''Space activity report'''
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 ==Right Fly Out==

Cims wiki: /* Reports tab */

2025-02-21T17:21:41Z

Reports tab

← Older revision		Revision as of 17:21, 21 February 2025
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	\|-		\|-
	\|'''Complete Owner Report'''		\|'''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 Owner with Burials Report'''		\|'''Complete Owner with Burials Report'''
	\|		\|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'''		\|'''Customer Report'''
	\|		\|List all customers recoded in your CIMS database.
	\|

			To learn more about customers, [[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 *'''		\|'''Invoice Totals by Sales Representative *'''
	\|'''*''' Only available to cemeteries with the QuickBooks module.		\|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'''		\|'''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 flyout.
			\|'''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'''		\|'''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'''		\|'''Newsletter Mailing List'''

Cims wiki: /* Reports tab */

2025-02-21T17:10:44Z

Reports tab

← Older revision		Revision as of 17:10, 21 February 2025
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	[[Reports#Reports basics\|Reports basics]]		[[Reports#Reports basics\|Reports basics]]

			[[Reports#Custom reports\|Custom reports]]

	[[Reports#Finding veterans with the military report\|Finding veterans with the military report]]		[[Reports#Finding veterans with the military report\|Finding veterans with the military report]]
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	\|-		\|-
	\| '''Available space list'''		\| '''Available space list'''
	\| Get a complete list of all available spaces in your cemetery.		\| Get a complete list of all currently-available spaces in your cemetery.
	<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.</span>		<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.</span>
	\|'''Summary & group by:''' Use these 2 options together to generate summaries of cost, count or both by section, space type, and more.		\|'''Summary & group by:''' Use these 2 options together to generate summaries of cost, count or both by section, space type, and more.
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	\|-		\|-
	\|'''Care Fund Report'''		\|'''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'''		\|'''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'''		\|'''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'''		\|'''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'''		\|'''Complete Owner Report'''
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	\|-		\|-
	\|'''Space activity report'''		\|'''Space activity report'''
	\|Get a complete list		\|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.

	<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.</span>		<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.</span>
	\|		\|'''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.
	\|}		\|}

	==Finding veterans with the military report==		== 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? [https://www.cimscemeterysoftware.com/technical-support/ 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!		Looking for your veteran burials? Use the military report!

Cims wiki: /* Finding veterans with the military report */

2025-02-21T16:54:13Z

Finding veterans with the military report

Show changes

Cims wiki at 21:26, 15 February 2025

2025-02-15T21:26:31Z

← Older revision		Revision as of 21:26, 15 February 2025
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			[[Reports#Reports basics\|Reports basics]]

			[[Reports#Finding veterans with the military report\|Finding veterans with the military report]]

			== Reports basics ==
			Coming soon

			== Finding veterans with the military report ==
			Coming soon


	a few items to note about reports:		a few items to note about reports:
	*Most reports were imported from the desktop version of CIMS. The Desktop version has low level system access to the print drivers and was able to control the format, layout, margins, and fonts of these reports with a great degree of control than what is available through the browser. This sometimes results in a report that while containing all the same information may not be as readable as the desktop version.		*Most reports were imported from the desktop version of CIMS. The Desktop version has low level system access to the print drivers and was able to control the format, layout, margins, and fonts of these reports with a great degree of control than what is available through the browser. This sometimes results in a report that while containing all the same information may not be as readable as the desktop version.

Cims wiki: /* Utilities Menu */

2021-11-29T13:32:55Z

Utilities Menu

← Older revision		Revision as of 13:32, 29 November 2021
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	*depending on your Internet speed some reports may take several minutes to prepare.		*depending on your Internet speed some reports may take several minutes to prepare.

	==~~Utilities Menu~~==		==Left Flyout==
	Cemetery reports are found under the "~~Utilities~~" ~~menu ->~~ in the ~~"Cemetery Reports" sub menu~~. ~~Clicking on "Cemetery Reports" will open up~~ the Reports ~~popup window. On the reports popup window you can then~~ choose the report you want to from the "~~Choose A~~ Report" drop down. The following reports are available at this time:		Cemetery reports are found under the "Reports" tab in the Left Flyout. In the Reports tab choose the report you want to from the "Cemetery Report" drop down. Some reports can have a summary table generated based on additional selections. The Summary table can be hidden or not chosen if it is not needed. Also reports can now be further filtered and have columns removed if not needed before printing or downloading. The following reports are available at this time:
	*Available Spaces List		*Available Spaces List
	*Available Spaces List (grouped by Block)		*Burial Activity/Management Report
	*Burial Activity ~~Report~~
	**Sort order options:
	***Burial Date
	***Burial Name
	***Burial location
	**Date Range
	*Burial Management Report
	**Sort order options:		**Sort order options:
	***Burial Date		***Burial Date
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	***Location		***Location
	**Date Range		**Date Range
			*Newsletter Mailing list (prints the names, address, phone number, and email address of all customer records that have the newsletter checkbox checked)
			*Cemetery Fees Report (a simple list of all the unique fees in use and their count and totals)
			*Cemetery Tree/Vegetation Report (Only for clients that have the Tree/Vegetation add on module: a report detailing all map features marked as tree/vegetation)
			*Invoice Totals by Sales Representative (Only for clients that have the QUickBooks add on module: a date range based report totaling all invoice sales by sales rep.)

	== Right Fly Out ==		== Right Fly Out ==