Reporting
Run standard reports, create custom reports, export results, and review your cemetery data in useful ways.
Before You Begin: This section works best once you have records entered into your account. If you do not have data yet, you can still read through the steps and return later.
Getting Started
From the main application page, click the Reports button.
Understanding the Reports Page
The reporting page is divided into three main areas.
Area 1: Standard Reports
Pre-built reports that anyone can run. Click a report name to open the results in a new page.
Area 2: Custom Reports
Reports you have created. Select one from the dropdown, then run it or edit it.
Area 3: Report Definition
Where you create a new report or edit the selected report’s fields, filters, sorting, and name.
Reports may take a few seconds to load depending on how much data is in your account.
Running a Standard Report
For example, click Interred by Location to run one of the standard reports.
Above the report, you will see export options:
- Export to Tab-Delimited Text – creates a text file containing the report data
- Export to Excel – creates an Excel file of the report. If Excel warns that the file format and extension do not match, click Yes to continue opening it.
Use the Return menu to go back to the main application window and run another report.
Creating a Custom Report
To build a custom report, choose the columns you want displayed, define the sort order, and add any filters needed.
In this example, the report uses filters to only include records with valid dates:
- BirthDate > nothing – only shows records with a valid date of birth
- DeathDate > nothing – only shows records with a valid date of death
- InterDate > nothing – only shows records with a valid date of interment
The example report is sorted by:
- AgeYMD – age broken down by years, months, and days
- InterLastName
- InterFirstName
Save and Run the Custom Report
When the report definition is complete, scroll to the bottom of the page, enter a report name, and click Save and Run.
Using the sample data, the report may look similar to this:
Managing Custom Reports
Only Master users can delete custom reports. This safeguard is intentional, helping prevent reports from being accidentally removed.
To delete a custom report:
Go to the Dashboard, click the Settings icon, and look for the Manage Reports option. From there, a Master user can delete a custom report.
To rename a custom report:
Return to the reporting module, edit the report, and save it using the new name. After the new report name has been saved, the old version can be deleted using the Manage Reports feature.
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