Reports

Reports basics

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 Platinum basics page.

Reports tab

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 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
Cemetery Fees Report
Cemetery Summary Report
Complete Burial Report
Complete Owner Report
Complete Owner with Burials Report
Customer Report
Invoice Totals by Sales Representative *	* Only available to cemeteries with the QuickBooks module.
Marker Activity Report
Military Report
Newsletter Mailing List
Responsible Party Report
Sold but Unused
Space activity report	Get a complete list Note: The label "space" may be different based on your cemetery's settings. For you, it may be "plot", "grave", or another term.

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.

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.
• 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

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

• 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

• Interment Order

  a report that prints out new burial information with both Office and Crew copies.

Deed Tab

• 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

• Permission Agreement

  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

• 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.