Difference between revisions of "Reports"

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a few items to note about reports:
[[Reports#Reports basics|Reports basics]]
*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.
*using the Chrome web browser will give you a print preview where you can see:
** how many pages a report will take up
** set the margins
** turn on./off background color printing
** set portrait or landscape mode
** print in color or black & white.
*depending on your Internet speed some reports may take several minutes to prepare.


==Left Flyout==
[[Reports#Reports in the left-hand flyout|Reports in the left-hand flyout]]
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
*Burial Activity/Management Report
**Sort order options:
***Burial Date
***Burial Name
***Burial location
**Date Range
*Care Fund Report
**select specific Care Fund (as listed in Care fund Constants)
**select all Care Funds
*Cemetery Summary Report
**Choose Starting Date
*Complete Burial Report
*: Due to the large number of database results this report can generated we have broken the result up into records sets of 2000 results.  To print additional record sets, choose the set form the "Record Set" drop down and then click print. If none are selected then the reports defaults to the first record set.  To the right of the "Record Set" drop down is an explanation of how many Total record sets, and the number of records per return, and the total number of records.
** Sorting options
*** Burial Name
*** Burial Date
*** Burial Location
*Complete Owner Report
*: Due to the large number of database results this report can generated we have broken the result up into records sets of 500 results.  To print additional record sets, choose the set form the "Record Set" drop down and then click print. If none are selected then the reports defaults to the first record set.  To the right of the "Record Set" drop down is an explanation of how many Total record sets, and the number of records per return, and the total number of records.
** Sorting options
*** Owner Name
*** Location
*Customer Report
*: Due to the large number of database results this report can generated we have broken the result up into records sets of 2000 results.  To print additional record sets, choose the set form the "Record Set" drop down and then click print. If none are selected then the reports defaults to the first record set.  To the right of the "Record Set" drop down is an explanation of how many Total record sets, and the number of records per return, and the total number of records.
*Disinterred Burial Report
*Marker Activity Report
** Date Range
*Military Report
** Sorting Options
*** Death Date
*** Location
*** Burial Name
*Reserved Spaces Report
*Sold but Unused
*Sold but Unused (grouped by Block)
*Space Activity Report, Based on Sold Dates
**Sorting options
***Owner Name
***Location
**Date Range
*Space Activity Report, Based on Deed Dates
**Sorting options
***Owner Name
***Location
**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 ==
[[Reports#Reports in the right-hand flyout|Reports in the right-hand flyout]]
*Space Report
*: the printer icon located in the upper right of the space tab
=== Ownership tab ===
*Sales Receipt
*: a report that shows all costs and fees for all spaces owned by the owner of the active space.
*Owner History
*: a report showing all previous owners, dates and costs for this space
*Owner Spaces
*:Shows a list of spaces owned by the same owner
*Owner Report
*: a report listing all spaces, details, and burials for all spaces owned by that active space owner.


=== Burial Tab ===
[[Reports#Custom reports|Custom reports]]
* Interment Order
*: a report that prints out new burial information with both Office and Crew copies.


=== Deed Tab ===
[[Reports#Finding veterans with the military report|Finding veterans with the military report]]
*Deed
*: A deed must be created first before the blue "Print Deed" appears. Once the Print Deed button is pressed you will be asked to choose which deed (if you have paid for custom deeds) you want to print and then the deed preview window appear.  If need be fill out any extra information and then print your deed.


=== Permission Tab ===
== Reports basics ==
* Permission Agreement
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.
*: the printer icon (in the middle of the three blue icons) to the right of the customer's name in the Permission list will print this report.


=== Reports Tab ===
Not sure what a flyout is? Refer to our [[Professional basics|CIMS Professional basics page.]]
* All custom reports will appear here separated by category such as 'Space','Burial','Deed', 'Global', etc. Global reports will also now be shown as a sub menu to the Cemetery Reports in the Utilities menu in the top navigation bar.
 
<br><br>
 
==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.
 
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.
{| class="wikitable"
|+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.
<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.
|-
|'''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 flyout.
|'''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 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'''
|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 *'''
|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 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'''
|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.
 
<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.
|}
 
<br><br>
 
== Reports in the right-hand flyout ==
{| class="wikitable"
|+Reports available in the right-hand flyout
!Report name
!Location
!Description
|-
|'''Space report'''
|Grey printer button at top-right of right-hand flyout 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 flyout)
|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 flyout)
|CIMS includes a default contract for sales you may choose to print or save as a PDF.
|-
|'''Map to space*'''
|Reports tab (right-hand flyout)
|Lists a space's information and any burials. Includes 4 maps that can be individually manipulated (zoom, pan) to help someone navigate to a space.
'''*''' Available only in CIMS Platinum
|}
 
<br><br>
 
== 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.
 
<br><br>
 
== Finding veterans with the military report ==
Looking for your veteran burials? Use the military report!
 
In the Reports tab of the left-hand flyout, 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 [[Searching#Finding veterans|using the Search tab]]. Veteran burials can also be given a [[Map appearance#Veteran burials|specific color on CIMS Platinum maps]].

Latest revision as of 15:16, 15 May 2026

Reports basics

Reports in the left-hand flyout

Reports in the right-hand flyout

Custom reports

Finding veterans with the military report

Reports basics

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 CIMS Professional basics page.



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.

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 flyout.

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 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 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 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 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 flyout

Reports available in the right-hand flyout
Report name Location Description
Space report Grey printer button at top-right of right-hand flyout 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 flyout) 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 flyout) CIMS includes a default contract for sales you may choose to print or save as a PDF.
Map to space* Reports tab (right-hand flyout) Lists a space's information and any burials. Includes 4 maps that can be individually manipulated (zoom, pan) to help someone navigate to a space.

* Available only in CIMS Platinum



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 flyout, 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.

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