Available Reports

A variety of reports are available in the system and each report will contain different pieces of information. Here is a breakdown of the various reports and what type of information each report will contain.

A/R Aging Reports	Preneed Funding Report	Misc. Sale Report	Detailed Items Report
Sale Type	Date Created	Location	Sale Type
Due Date	Location	Misc. Sale #	Contract/Sale Date
Contract Date	Preneed Staff	Sale Date Purchaser	Location
Sale ID	Preneed Case ID	Product Description	Vendor
Location	Name	Grand Total	Decedent
Funeral Director	Primary Phone	Payment Total	Purchaser
Purchaser	Email	Adjustment Total	Category
Decedent	Arrangement Type	Refund Total	Name
Sale Total		Remaining Balance	Amount
Last Payment Date		Related Case
Last Payment Amount			Payments are listed also.
1-30
31-60
61-90
90 & Over
Balance

Decedent Report	Sales Tax Report	Merchandise Profit Report	Case Revenue Overview
Location	Sale Type	Sale Type	Case ID
Case ID	Contract Date	Case ID	Disposition Type
Deceased Name	Location	Contract Date	Date of Death
Nickname	Decedent	Name	Contract Date
Date of Death	Purchaser	Purchaser	Deceased Name
Date of Birth	Sale Total	Location	Total Merchandise
Age	Non-Taxable Sales	Product Description	Total Services
Covid?	Taxable Sales	Cost	Total Special Charges
Address	Non-Taxable Discounts	Retail Price	Total Cash Advances
	Taxable Discounts	Profit	Total Discounts
	Sales Tax Collected		Total Tax
	Special Tax Collected		Total

Payment Report	Family & Friends Report	NOK Report	Referral Report
Sale Type	Date of Death	Case ID	Location
Location	Date of Birth	Funeral Director	Funeral Director
Payment Date	Funeral Director	Date of Birth	Case ID
Payment Type	Contract Date	Date of Death	Deceased Name
Case #	Case ID	Date of Disposition	Date of Death
Case Name	Location	Disposition Type	Disposition Type
Payer	Decedent Name	Deceased Name	Referral Type
Payment Notes	Primary Contact	Death Location Zip	Referral Person
Amount	Contact First Name	Veteran?	Referral Place
	Contact Last Name	Relation	Notes
	Relationship	NOK Name
	Address	NOK Address
	Phone	Funeral Director
	Email

Purchaser Report	COVID 19 Report	JCG Report	Inventory Report
Client	Case ID	Location	Product Name
Contract Date	Covid?	Arranger	Current Cost
Date of Death	Funeral Director	Contract ID	Retail Price
Location	Date of Death	Funeral Type	Current Quantity
Arranger	Date of Birth	PN (Y/N)	Inventory Total Cost on Hand
Deceased Name	Date of Disposition	Prof Service Fees
Buyer Name	Disposition Type	Preneed Write Off
Buyer Address	Deceased Name	Package Discount
Buyer Phone	Veteran?	Courtesy Discount
	NOK Name	Casket
	NOK Address	Vault
	NOK Phone	Rental Casket
	Purchaser Name	Crem Casket or Container
	Purchaser Address	Urn
	Purchase Phone	Urn Vault
		Memorial Packages
		Flowers
		Misc Merch
		Total Contract

Available Reports

Reports covering a variety of different information are available in TMS.