byondpro Reports

byondpro is delivered with a range of standard forms, letters and reports that are prepared using Crystal Reports designer software.

The original report templates are stored on the applications server in directory:

...CRM\WWWRoot\CustomPages\Custom Reports

Customer specific variations can be prepared with identical criteria and file names and stored in directory:

...CRM\WWWRoot\CustomPages\Custom Reports_Site

This allows for wording changes on letters and forms, and the inclusion of customer logos, etc.

Print Screen Functions

Field	Description	Associated Business Process
Selection Criteria	various fields for data entry or pre-filled from the originating record
Print Quantity	numeric (defaults to 1)	Used in conjunction with Print to Printer function Sets number of copies to be printed
Email Address	text field	Used in conjunction with Email Report function Defaults to obvious recipient's email address in some circumstances, e.g. invoice = bill-to person/company booking confirmation = funeral company Can be over-written
Print to PDF (button)	generates print preview in PDF format	If screen opens from a process button, files a copy in the associated record's document library.
Export to Excel (button)	exports data to MS Excel format and opens in the application
Print to Printer (button)	selection list of network printers
Email Report (button)	generates email with generic cover text and report as PDF attachment	Uses Email Address entered

Processing Forms and Letters

Forms and letters particular to an byondpro process are provided from buttons on the related processing screens (subject to ongoing change)

Screen	Reports & Letters
Person	Print Reminder & Follow Up Letters - group R1 Plaque Reminder R2 CRs Collect Reminder R3 CRs Held Reminder R4 Return Photo R5 Address Label R6 Airline Letter R7 Authority to Collect CRs R8 Changed Address R9 CRs Scattered R10 Memorial not finalised R11 Permit Work Completed R12 Refund Application R13 Refund Payment R14 Statutory Declaration R15 Stat Dec re Common Grave R16 Statement of Accounts Post service follow up processes: CR Letter 1, 2, 3, 4, 5, FD Post service follow up processes: Burial Letter 1 (H1), 2 (H2) Print EOT (End of Tenure) Letter - group Original Authoriser Alternate Contact New Authorising Person Print Exhumation Letter 1
Cremated Remains	Forms: CR Receipt CR Labels Cremation Certificate CR Placement CR Collection Authority Letters: C1 Collect by FD C2 Collect by Family C3 Scatter CRs C4 Scatter Unattended C5 Interment of CRs C6 Hold CRs
Sales & Bookings - Summary	Forms: Booking Confirmation Application Documents Right of Interment Application Application for Interment Application for Interment of CRs Chapel Bookings Report
Sales & Bookings - Bookings	Letters (post service) Exhumation Letters Letter 2 - Confirmation Letter 3 - Completion B1 Lawn Grave B2 Monumental Lawn B3 Headstone B4 Headstone Supplied B5 Headstone Premium B6 Monumental B7 Mausoleum
Sales & Bookings - Sales	Forms: Quote Invoice Credit Note Receipt
Sales & Bookings - Memorial Order	Forms: Memorial Order Letters: M1 Memorial Complete M2 CRs Placed
Mason Permit	Mason Permit
Location	Location List
Communications	Communications List
Cases	Case Summary

Analysis Reports

byondpro provides a range of standard reports and processing schedules, organised by category.

Category	Forms & Reports
Cases and Risks	Case Listing OH&S Case Listing Case Statistics Case Summary Case Works Requests Control and Legislation Registers Risk Register Risks and Associated Controls
Operations Reports	Certificate of Cremation - Infant CR Analysis CR Analysis - funeral companies CR Tasks - selections by From Locations CR Tasks - selections by To Locations Cremated Remains Expiry Documents Field Locations - Current & Pending Placements Mason Permit Activities Mason Permit Expiry Mason Permit Report Merged Persons Record
Locations	Location Availability Report Location Holder of Right of Interment Location Holder of Right and Authoriser Export Location Holder of Right and Authorising Person Location Listing - Deceased Last Name Location Listing- Licence Details (export) Location Listing Report Location Listing Veterans Service Location Statistics Location Temp Markers Placed Location Temp Memorials Placed Location Tenure Expiry Report Locations Unused Report
Schedules	Appointment Schedule Appointment Summary Appointment Total Chapel Services Performed Display List... (of day's services) Burial Services Chapel Services Function Services Display Services... (single service to a page) Chapel Entrance Function Room Entrance Schedule of Services... (detailed operational information) Burial Services Chapel Services FD Services (for funeral director) Function Services (for caterer) Services (all combined) Services Namecard Temporary Grave Markers
Sales & Bookings	Bookings Completed Burial Exhumations Burial Transactions - Monumental (for masons) Burial Transactions Burial Post Service Activities Company List Funeral Director Transactions by date Memorial Order Activity Memorial Order Status Services Performed Statistics Services Statistics - Funeral Company
Finance Reports	Location Valuation - Stock Movement Location Valuation - Stock on Hand PreNeed Movement PreNeed Reconciliation by Site PreNeed Reconciliation Receipts Daily Banking Sales Commission - Detailed Sales Commission Sales Invoices - Funeral Companies Sales Listing - Funeral Companies Sales Listing - Open Quotes Sales Listing Sales Overview MTD Sales Price List Sales Report Services Revenue Reconciliation
Finance MYOB	Xport MYOB Customer Details Xport MYOB Sales Details Xport T1 FD Invoices Extracts customer and tax invoice/credit note data for import to MYOB