byondpro Configuration
& Processing Guide
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  (c) OpusXenta Pty Ltd, 2023

Reports List

 
Below is a list of all reports available before customisation.
 
Report Category
Report Name
Purpose    
Content    
How to filter / search
Activity Reports
Activities Logged Report by User
The document depicts all activities that are logged within a period of time.
 
It could be used to see what each user is working on during the week or to cross check the user's activity with other documents.
The report shows the following information:
 
  • Assigned User
  • Activities the user has actioned, such as:
    Appointments, Burial, Chapel, Cremation, or CR Placement Bookings, and e-mails or phone calls - In or out
  • Total of activities per user
In order to generate the report:
 
1. Select a time period.
2. Select Run.
3. Select communication date, which can be
  • Specific,
  • Between a period of time
  • Any.
4. Select a particular user, if needed.
 
These settings can be saved to make sure the report generates quickly in the future.
Activity Breakdown by User
This report could be used to coordinate and manage staff workload.
The report shows the following information:
 
  • Assigned User
  • Activities the user has actioned, such as:
    Appointments, Burial, Chapel, Cremation, or CR Placement Bookings, and e-mails or phone calls - In or out
  • Total of activities per user
In order to generate the report:
 
1. Select a time period: this month or last month.
2. Select Run.
3. Select User (s)
4. Select communication date, which can be
  • Specific,
  • Between a period of time
  • Any.
5. Select a particular user, if needed.
 
These settings can be saved to make sure the report generates quickly in the future.
Number of Activities By Status and User
This report shows the number of the activities completed by users.
 
The report could be used to manage workloads and monitor job completion.
The report shows the following information:
 
  • Communication Status
  • Assigned User
  • Activities the user has actioned, such as:
    Appointments, Burial, Chapel, Cremation, or CR Placement Bookings, and e-mails or phone calls - In or out
  • Total of activities per user
In order to generate the report:
 
1. Select Completed.
2. Select Run.
3. Select the communication status.
 
These settings can be saved to make sure the report generates quickly the following times.
Open Activities
The report shows all open activities.
 
This report could be used to see activities that require attention.
The report shows activities by the action with the following information:
 
  • Action
  • Date / Time
  • Appointment Details
  • Company Name
  • Person
In order to generate the report:
 
1. Select Run.
2. Select the communication status.
3. . Select communication date, which can be
  • Specific
  • Between a period of time
  • Any.
    4. Select the user.
    5. Select the Team
     
These settings can be saved to make sure the report generates quickly the following times.
Planned Activities
The report depicts all appointments that are planned within the chosen period of time.
 
The report could be used to see all activities at once and plan the week accordingly.
The report depicts shows planned activities for the assigned user with the following information:
 
  • Assigned User
  • Action, Date / Time
  • Appointment Details,
  • Company Name
  • Person,
  • Phone Number
In order to generate the report
 
1. Select a time period: this week - this quarter.
2. Select Run.
3. Select the communication date, which can be
  • Specific
  • Between a period of time
  • Any. 
4. Select the communication status.
 
These settings can be saved to make sure the report generates quickly the following times.
Team Activities
The report depicts all appointments that are planned within a chosen period of time and filtered by teams.
 
The report could be used to see the teams' schedules at a glance and plan additional tasks accordingly.
The report shows appointments by Team with the following information:
 
  • Activities the user has actioned, such as:
    Appointments, Burial, Chapel, Cremation, or CR Placement Bookings, and e-mails or phone calls - In or out
  • Total of activities per user
In order to generate the report:
 
1. Select Run.
2. Select the team.
 
These settings can be saved to make sure the report generates quickly the following times.
Campaigns
Campaign Lead Report
The report displays sale leads generated by marketing campaigns.
 
The report can be used to analyse how successful a campaign is.
The resulting report shows each marketing campaign in a table.
Each table displays such information as:
 
  • Campaign Name
  • Stage of the lead .e.g. Assigned
  • Total number of sales leads generated by the campaign.
 
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Campaign Opportunity Report
The report displays opportunities generated by marketing campaigns.
 
The report can be used to analyse how successful a campaign is.
The resulting report shows each marketing campaign in a table.
Each table displays such information as:
 
  • Campaign Name
  • Radio Ads (if applicable)
  • Number of generated opportunities.
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Campaign Results CrossTab
The report displays campaign leads and converted opportunities by stage.
The report shows information in a table format.
It shows the following information:
 
  •  Opportunity's Stage
  • Undefined
  • Total number of opportunities. 
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Campaign Name
Campaign Results Report
The report displays the results of marketing campaigns by generated leads and opportunities.
The report shows information in a table format.
It shows the following of all generated leads and opportunities:
 
  • Campaign Name
  • Status
  • Stage 
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Campaign Name
Revenues Generated by Campaign
The report displays the revenue generated by marketing campaigns.
The report can be used to analyse how much revenue is attributed to the campaign compared to cost.
The report shows information in a table format.
It shows:
 
  • Campaign Name
  • Campaign Budget (A$)
  • Actual Cost (A$)
  • Revenue Generated.
 
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Campaign Name
Communications
byondpro Tasks Pending
The report displays all pending tasks for the chosen time frame.
 
It can be used to manage all work outside of Sales & Bookings or Works Requests that need to be managed.
The resulting report shows the following information for each pending task:
 
  • Date / Time
  • Action
  • Deceased First & Last Name
  • Location Code
  • Details
  • First & Last Name
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
 
These settings can be saved to make sure the report generates quickly the following times.
My Communications
This report can be used to see the communications and appointments scheduled for a particular user.
 
Cross check with other documents or, for example, to see all communications scheduled for a week.
The resulting report shows the following information for each communication within the selected time:
 
  • Date / Time
  • Action
  • Communication Status
  • Appointment Details
  • Company & Person Names
  • Contact Details
  • Assigned User
In order to generate the report:
 
1.Select a time period: last week - next month.
2. Select Run.
3. Select the communication date and status.
 
These settings can be saved to make sure the report generates quickly the following times.
My Communications by Company
This report is used to see the communications and appointments scheduled with a company within a particular time frame.
The report shows communications with companies, including:
 
  • Company Name
  • Appointment type and details
  • Description & Subject
  • Priority
  • Communication Status
  • Person
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
My Communications by Priority
This report is used to see the communications and appointments scheduled for a particular user.
 
It can be used to cross check with other documents or, for example, to see all prioritised communications that need to be followed-up.
The report depicts all communications of the signed in user during a nominated time frame in order of priority.
It shows:
 
  • Date / Time
  • Description & Subject
  • Appointment Details
  • Priority
  • Communication Status
  • Company Name
  • Person
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
My Communications by Type
The report depicts all communications during a nominated time frame sorted by type.
The report shows all communications of the signed in user during a nominated time frame in order of type.
It shows:
 
  • Date / Time
  • Description & Subject
  • Appointment Details
  • Priority
  • Communication Status
  • Company Name
  • Person
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Pending Communications by Company
This report is used to see the communications and appointments scheduled with a company within a particular time frame that are pending.
 
It can be used  to see all prioritised communications that need to be followed-up.
The resulting report shows the following information for each pending task, displayed by company:
 
  • Company Name
  • Date / Time
  • Action
  • Subject & Description
  • Priority
  • Communication Status
  • Person
In order to generate the report:
 
1.Select a time period: last week - next month.
2. Select Run.
3. Select the communication status.
 
These settings can be saved to make sure the report generates quickly the following times.
Customer Service
Cases Tracking
The report displays a list of cases showing who managed it and how long it took to resolve it.
 The resulting report shows a list of Cases in table forma, with such information as:
 
  • Case ID and Description
  • Product Area (if applicable)
  • Team
  • Stage
  • Status
  • Created Date (For the stage)
  • Duration (Of each stage)
  • Updated Date (Of each stage)
  • Who it was Assigned To. (Of each stage)
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Team.
4. Select the Case Duration.
5. Select the SLA rules.
6. Select when the Case was created.
My Open Cases by Stage
The report displays a list of cases categories assigned to the logged in user sorting them by stage.
 
It allows the user to analyse the progress on all assigned Cases.
The report displays information about all cases assigned to the signed in user.
Information is displayed in a table showing the following information in columns:
 
  • Stage
  • Case ID
  • Description
  • Severity
  • Status
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
New Cases Open By week
The report displays a list of cases categories created by the logged in user sorting them by weeks.
 
This report could be used to analysis any trends in incidents, feedback, or works request for the week.
The report displays information about all cases assigned to the signed in user.
Information is displayed in a table showing the following information in columns:
 
  • Created Date
  • Partition Total
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the date range when the cases were created.
Open Cases by Agent
The report displays all currently open Cases and who is managing them.
The report displays information in a table including the following columns:
 
  • Case ID
  • Assigned To
  • Severity
  • Description
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
General
Bookings: Burials this week
The report lists all the Burial Bookings for the week.
 
It can be used for grounds staff, for example, to plan resources.
The report shows a list of all burial bookings which meet the search criteria, with such information as:
 
  • Reference Surname
  • Reference Given Name
  • Funeral Company
  • Service Type
  • Location
  • Service Date
In order to generate the report,
1. Select the service date as being relative to this week ( likely this week)
2. Select Burial Booking. 
These selections should be pre-selected.
Bookings: YTD by Funeral Director
The report provides a list of all  Burial and Cremation bookings for the current calendar year with the associated funeral director.
The report shows a list of all Burial & Cremation Bookings for the current year, with such information as:
 
  • Type of booking
  • Service Date
  • Sales & Booking ID
  • Funeral Company
  • Reference Surname
In order to generate the report
1. Select the service date as being relative to the current year
2. Select the Type as Burial Booking & Cremation Booking
These selections should be pre-selected.
Bookings: YTD by Type
The report provides a list of all  Burial and Cremation bookings for the current calendar year by type.
The report shows a list of all burial and cremation bookings in the current year with such information as:
Type of booking
Service Date
Sales & Booking ID
Funeral Company
Reference Surname.
In order to generate the report
1. Select the service date as being relative to the current year
2. Select the Type as Burial Booking & Cremation Booking
These selections should be pre-selected.
Company List by Segment
The report provides a list of all companies in the segment (industry) selected.
The report shows a list of all companies with such information as:
Company Name
Person & Title associated with the company
Address details
Phone
Website
Account Manager
Segment (Industry)
In order to generate the report
1. Select the company segment (industry)
Company List by Status
The report provides a list of all companies with an active status.
The report shows a list of companies with a status of active, and such information as:
 
  • Company Name
  • Person, Title, & Date of birth of person associated with the company
  • Address details
  • Phone
  • Website
  • Account Manager
  • Status
  • Site Induction Date
In order to generate the report:
1. Select a status of company (Likely Active)
Company List by Number of Employees
The report provides a list of all companies with the number of employees selected.
The report shows a list of companies, with such information as:
 
  • Company Name
  • Person & Title associated with the company
  • Address details
  • Phone
  • Website
  • Account Manager
  • Number of employees
In order to generate the report:
1. Select the number of employees
Company List by Revenue
The report provides a list of all companies with revenue in the selected amounts.
The report shows a list of companies, with such information as:
Company Name
Person & Title associated with the company
Address details
Phone
Website
Account Manager
Revenue
In order to generate the report:
1. Select the amount of revenue the company generates
Company List by Source
The report provides a list of all companies with the source selected.
The report shows a list of companies, with such information as:
Company Name
Person & Title associated with the company
Address details
Phone
Website
Account Manager
Source
In order to generate the report:
1. Select the referral source
Company List by Type
The report provides a list of all Companies with the type selected.
The report shows a list of companies, with such information as:
 
  • Company Name
  • Person & Title associated with the company
  • Address details
  • Phone
  • Website
  • Account Manager
  • Type
In order to generate the report:
1. Select the company type
Company Revenue Grouped by Territory
The report groups all companies to the territory they are associated with by revenue and segment.
The report tallies the number of companies by
 
  • Territory / site
  • Revenue
  • Segment (industry).
In order to generate the report:
1. Select the company type
Company Type By Territory (Cross-Tab)
The report provides a tally of type of companies with their associate territory / site.
The report tallies the number of companies by:
 
  •  Type
  • Territory / site.
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Current Post Code List
The report can provide information of where people are with current pre-need items.
The report provides the following for all person's with a disposition that meet the search criteria:
 
  • State
  • Suburb /city
  • Postcode
In order to generate the report:
1. Select the Person 's disposition (pre-paid)
2. Select the between dates
3. Select the status
Deceased & Auth Contact Details
A list of deceased persons, their authorising persons and contact details intended for use for an external mail merge.
The report provides a list of persons with such information as:
 
  • First, Middle, & Last Name Date of Service
  • Age
  • Date of birth
  • Status
  • Email
  • Address details
In order to generate the report:
1. Select the gender
2. Select the age
3. Select the deceased date of service
4. Select the primary e-mail
5. Select the deceased cemetery
My Company Summary Group By Segment
The report provides a list of companies and details for which the current user is an account manager for.
The report provides a list of companies for which the user is an account manager, with such information as:
 
  • Segment (industry)
  • Company Name
  • Person & Title associated with the company
  • Type of company
  • Phone
  • Website
  • E-mail
  • Number of employees
  • Revenue
  • Consultant
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
My Contacts by Title Code
The report provides a list of person records associated with companies that the current user is associated with.
The report shows a list of persons associated with the companies for which the current user is a consultant for, with such information as:
 
  • Salutation & title
  • Person Name
  • Company Name
  • Address details
  • Phone Number
  • Primary E-mail
  • Consultant
In order to generate the report:
1. Select the Person's title (position /role)
Person List by Company
The report provides a list persons associated with the company (ies) selected.
The report shows a list of persons associated with a company, with such information as:
 
  • Salutation & Title
  • Person Name
  • Company Name
  • Address details
  • Phone Number
  • Primary E-mail
  • Consultant
In order to generate the report:
1. Select the company name
Lead Reports
Lead Rating Report by Lead Source
The report can be used to identify the source which has generated the highest amount of leads.
The report displays information in a table including the following columns:
 
  • Source
  • Rating
  • Opened
  • Priority
  • Rated Date
  • Segment
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select when the lead was opened (date range).
Leads Generated by Territory
The report tallies the number of leads by site.
 
The report can be used to monitor the progress of leads via territory / site and their progress.
The report displays information in a table including the following columns:
 
  • Territory
  • Stage
  • Assigned to
  • Site / Territory
  • Total
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select when the lead was opened (date range).
Leads by Campaign
The report lists all  leads generated by specific campaigns, to monitor and track the progress of the campaign.
The report displays information in a table including the following columns:
 
  • Rating
  • Priority
  • Stage
  • Status
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Wave activity.
Leads Generated by Source
The report tallies the number of leads by the stage and the source.
The report displays information in a table including the following columns:
 
  • Stage
  • Source (AdWords, E-mail, employee, etc)
  • Total.
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select when the lead was opened (date range).
Main Product Interest
The report can be used as a contact list to follow up interest in the main products offered.
The report displays information in a table including the following columns:
 
  • Main Product Interest
  • Source
  • Company Name
  • First & Last name
  • Area Code
  • Phone Number
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Sales
Monthly Sales Trends
The report can be used to review the sales generated through opportunities per month, along with the forecast revenue generated from the sales.
 The report displays information in a table including the following columns: 
 
  • Year
  • Company
  • Person
  • Forecast (A$)
  • Description.
 
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Status
4. The date range of when the Opportunity would be closed
5. Territory
6. Team
7. The user it was assigned to.
My Actual Vs. Target
The report can be used to track the progress of the user's sales through opportunities against their targets.
The report displays information in a table including the following columns: 
 
  • Assigned To, Assigned To
  • Company
  • Description
  • Actual Sales (A$)
  • Forecast Sales (A$)
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Forecast date range.
My Open Opportunities
The report can be used to monitor the progress of the current users' opportunities.
Below the chart the report displays information in a table including the following columns:
 
  • Opportunity Description
  • Company Name
  • Person
  • Stage
  • Date Opened
  • Forecast (A$)
  • Date to Close By
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Status.
Opportunities by Sales Rep (Group)
The report displays open sales opportunities by sales representative.
 
The report can be used by Sales Managers to track their staff's opportunities sales representative, certainty and forecast.
Below the chart the report displays information in a table including the following columns:
 
  • Assigned To
  • Company Name
  • Opportunity Description
  •  Certainty%
  •  Forecast (A$)
  • Grand Total.
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Opportunities by Territory
The report can be used to track all opportunities by territory and site and sales representative.
 The report displays information in a table including the following columns:
 
  • Territory & Site
  • Stage
  • Sales team members
  • Total.
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Status.
4. Select the Forecast amount.
Opportunities Closing
The report shows opportunities which are targeted to close within the selected time frame.
 The report displays information in a table including the following columns:
 
  • Stage
  • Opportunity Description
  • Company Name
  • Forecast (A$)
  • Close By
  • Person
  • Phone Full Number
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Close By date.
4. Select the Opportunity Status.
Opportunities Closing this Quarter
The report shows opportunities which are targeted to close within this quarter.
 The report displays information in a table including the following columns:
 
  • Stage
  • Opportunity Description
  • Company Name
  • Forecast (A$)
  • Close By
  • Person
  • Phone Full Number
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3. Select the Opportunity Close By date.
4. Select the Opportunity Status.
Opportunity Status By Rep
The report tallies the in progress opportunities by Sales representative to provide a high level overview of open opportunities.
The report tallies the in progress opportunities by Sales representative. It includes the following information:
 
  • Status
  • Assigned To
  • In Progress (Tally)
  • Total
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Pending Activities by Open Opportunity
The report can be used to monitor any outstanding activities recorded against open opportunities.
The report provides a list of activities related to open opportunities. It includes such information as:
 
  • Assigned To
  • Opportunity Description
  • Action
  • Date / Time
  • Company Name
  • First & Last Name
  • Area Code
  • Phone Number
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
 
The available options include Screen, Export to PDF and Excel/CSV.
Team Opportunities
The report provides a listing of the team's opportunities, designed for a manager to track the team's progress on their sales opportunities.
The report provides a listing of the team's open opportunities. It includes such information as:
 
  • Stage
  • Opportunity Description
  • Company Name
  • Assigned To
  • Certainty%
  • Forecast (A$)
In order to generate the report:
 
1. Select Run.
2. Select the report's format.
The available options include Screen, Export to PDF and Excel/CSV.
3.Select the Opportunity Status.
Cases & Risks
Case Listing OH&S
The report displays a list of cases (incidents) that could inform revisions and /or updates to the OH&S Risk Register.
The report includes a list of incidents displaying:
 
  • Their Case IDs
  • Dates when they were entered
  • Actual Incident Dates
  • Their Descriptions.
In order to generate the report:
 
1. Provide the date range when the incidents /cases occurred.
Case Listing
The report displays a list of chosen Case Category /ies, sorted by the date, ID numbers and stage.
 
It can be used as a high-level overview of different cases in chosen date range.
The report includes such information as:
 
  • Case Category
  • Case ID & Description
  • When and which user created it
  • Who was assigned to manage it
  • Stage
  • Whether it was Urgent.
In order to generate the report:
 
1. Select the date range
2. Select the Case category i.e. only Client Feedback or Works Requests and Incidents
3. Select the stage i.e. Logged, investigated or all.
Case Statistics
The report displays figures allowing users to analyse the Cases occurrence and impact.
 
For example: were the Cases positive or negative;  who was injured: staff or visitors;  what resources were damaged: property, vehicle, or services;  what area of business the Cases referred to: gardens, maintenance etc.
The report displays information regarding the Case's type. It displays information in rows.
 
  • The first rows refers to the Client Feedback types: negative /positive.
  • The second row refers to Incidents' types: injury, property.
  • The third row refers to Works requests types, e.g. gardens, maintenance.
  • Case duration assigned by individual user.
In order to generate the report:
 
1. Select the date range when the cases occurred. 
 
Case Summary
 The report displays a brief summary regarding the chosen Case Category /ies.
 
For example, the information can be filtered to display only Client Feedback summaries.
The report includes brief summaries of each case. Information about each case includes:
 
  • Description
  • Stage
  • Who reported
  • Who was assigned to manage it.
     
    The remaining information changes according to selected Case category.
     
  • For Incidents, it includes information about the incident forms e.g. Injury Details, Immediate actions.
  • For client feedback, it includes a detailed description of what happened.
In order to generate the report:
 
1. Select the Case category.
2. To narrow down the criteria, also select the Case ID range.
Case Works Requests
The report displays a list of outstanding Works Requests that require attention.
The report captures the following information about Works Requests:
 
  • Case ID
  • Category
  • Description
  • Location Code
  • Deceased
  • Who created
  • Who was assigned to manage it
  • Whether it is Urgent.
In order to generate the report:
 
1. Select a date range.
2. To narrow down the criteria, also select the WR Category.
3. Select the Id numbers range.
Control and Legislation Registers
The report displays all captured information about Control and /or Legislation records.
 
The information displayed on the Report can be filtered by:
  •  The Stage i.e. Current, Proposed
  • The Control Register i.e. PPE Register, Policy Register
  •  The Control Type i.e. Procedure, Guide, Regulation
  • The Jurisdiction i.e. State, International or a particular site.
     
    The report can also display information about risks and OH&S Risks.
The report captures the following information about Controls /Legislations:
 
  • ID Number
  • Control Type e.g. Equipment or Guideline
  • Site
  • Description
  • Purpose
  • Rating
  • Impact
  • Comment
  • Stage.
In order to generate the report:
 
1. Select the Register Type e.g. Control or Legislation.
2. To narrow down the criteria, select the ID numbers range.
3. Select the Stage
4. Select the Control register
5. Select the Type.
6. Select the Jurisdiction.
Risk Register
Report displays all captured information about the Risk records entered in the system.
The information displayed on the Report can be filtered by:
 The Stage e.g. Current, Proposed
 The Trust Report necessity
 The Risk Rating e.g. High, Low, Moderate.
The report captures the following information:
 
  • Area of business e.g. Staff, Finance
  • Description
  • Details
  • Original Due Date
  • Forecast Completion
  • Comments
  • Likelihood
  • Consequence
  • Rating
  • Stage.
In order to generate the report:
 
1. Select the Risk ID number range
2. Select the Stage
3. Select the Rating
4. Select whether it was reported to the trust's board.
Risk and Associated Controls
The report displays all captured information about Risk records and their associated Controls.                                                                               
 The report captures the following information about Risks and associated Controls:
 
  • Area
  • Reference numbers
  • Description
  • Details
  • Next review date
  • Who is managing it.
  • Each Risk is displayed in bolded letter's and its associated Controls are listed below.
In order to generate the report:
 
1. Select the Risk ID number range
2. Select the Stage
3. Select the Risk Area
4. Select whether it was reported to the trust's board.
Operations Reports
Certificate of Cremation - Infant
The Infant Certificate of Cremation is a document certifying the cremation of an infant.
The document is titled : Cremation Certificate.
 
 It states: This is to certify that, 'Baby  <deceased name, was cremated on <date>.
The date of birth was given as <date>, and, date of death was given as <date>.
 
 The certificate is dated and signed 'on behalf of" the cemetery.
In order to generate the report:
 
1. Select the Cremated remains reference number.
CR Analysis - funeral companies
The report tracks the Cremated Remains Disposition details per funeral company against the final disposition of the cremated remains records, recorded through the use of tasks.
The results are displayed in monthly figures including which funeral company the cemetery deals with. The report includes:
 
  • Number of cremated remains against each task
  • Percentage of cremated remains again each task
  • Percentage of the total deceased records cremated on site against each task
In order to generate the report:
 
1. Select the Starting Date of Service.
CR Analysis
The CR Analysis Report tracks all cremations which have been recorded in byondpro against the final disposition of the cremated remains records, recorded through the use of tasks.
 
The report can be used to track the conversion rates, that is for every cremation which has occurred, how many have been memorialised in a grave, a memorial location, crypt or scattered on the cemetery grounds.
 
The Undecided category might be a focus, to contact families who have not yet decided what to do with the cremated remains.
The results are displayed in monthly figures.
The report includes:
 
  • Number of cremated remains against each task
  • Percentage of cremated remains again each task
  • Percentage of the total deceased records cremated on site against each task.
 
 
 
In order to generate the report:
 
1. Select the Date From..
CR Listing
The report lists all cremated remains placed in locations in the selected cemetery and /or areas in a chosen time frame.
The report includes:
 
  • Location Code where the CRs were placed
  • CR Reference
  • Deceased Name
  • Final CR Instructions
  • Service Date
  • Expiry Date.
In order to generate the report:
 
1. Select the name of the cemetery Site and / or Area /s.
2. Select the dates from and to.
CR Tasks - selections by From Locations
The CR Tasks - selections by From Locations report can be useful to a Burials team or team that places cremated remains.
 
Perhaps you are moving cremated remains from one storage location, such as the crematorium to another storage location, such as a memorial wall.
 
 Generate the selections by From Locations report to find all tasks to remove cremated remains from a storage location.
The report will display any tasks which meet the chosen criteria  with the following information:
 
  • Created Date
  • Team
  • CR Ref No
  • CR Status
  • CRs Held at
  • CRs Move to
  • Deceased Name
  • Date of Death
  • Task Status
  • CR Instructions.
 
 
In order to generate the report:
 
1. Select the site.
2. Narrow down the search via the: Area, Sub-area 1, Sub-area 2, Location From / Location To.
3. Select the date range for when tasks were created and when tasks are due to expire.
4. Select cremated remains records with specific CR instructions on the record, for example, if you were looking for CRs that were scheduled to be scattered.
5. Determine how the data is organised in the Sort By fields.
Options are to have data sorted by: Date, Status, Location From  / To, and Due date.
6. Determine the status of the tasks which will display on the report.
CR Tasks - selections by To Locations
The CR Tasks - selections by To Locations report can be useful to a Burials team or team that places cremated remains.
 
Perhaps you are moving cremated remains from one storage location, such as the crematorium to another storage location, such as a memorial wall.
 
You can generate the selections by To Locations report to find pending tasks to place cremated remains in a central location
The report will display any tasks which meet the chosen criteria  with the following information:
 
  • Created Date
  • Team
  • CR Ref No
  • CR Status
  • CRs Held at
  • CRs Move to
  • Deceased Name
  • Date of Death
  • Task Status
  • CR Instructions.
 
In order to generate the report:
 
1. Select the site.
2. Narrow down the search via the: Area, Sub-area 1, Sub-area 2, Location From / Location To.
3. Select the date range for when tasks were created and when tasks are due to expire.
4. Select cremated remains records with specific CR instructions on the record, for example, if you were looking for CRs that were scheduled to be scattered.
5. Determine how the data is organised in the Sort By fields.
Options are to have data sorted by: Date, Status, Location From  / To, and Due date.
6. Determine the status of the tasks which will display on the report.
Cremated Remains Expiry
 The Cremated Remains Expiry report could be used to locate cremated remains currently held in storage, which are due to expire in the current location and then send bulk reminders to families.
 
All cremated remains records which meet the chosen criteria will display with the following information:
 
  • Location Code
  • CR Reference
  • Reference
  • Deceased Name
  • CR Instructions
  • Expiry Date.
 
In order to generate the report:
 
1. Select the Site and the Area..
2. Select the date range where the cremated remains will expire in this location.
3. Select the CR Instruction the cremated remains records you are searching for, currently have. If no specific CR Instruction applies, leave the selection as 'All.'
Documents Filed
The report displays information about all documents generated from byondpro (e.g. CR letters) and uploaded to byondpro (e.g. images) by all users.
The report includes the following information:
 
  • File Names
  • The date the document  was created
  • Full Name of the user who generated or uploaded it to byondpro
  • Name of the record the document relates to.
In order to generate the report:
 
1. Select the date range
2. Select whether the information should be sorted by Date, Document or User who generated it.
Mason Permit Activities
The Mason Permit Activities Report displays an overview of Permit Activities that have been undertaken.
The resulting report shows a list of activities, with such information as:
 
  • The Permit ID
  • The Monumental Mason who completed the activity.
  • The Status of the permit.
  • The Location.
  • The Date the activity was completed.
  • The Activity completed.
  • Who the activity was Inspected By.
  • Any Comments made.
  • The Contact person that was in contact with the cemetery in regards to the activity.
In order to generate the report:
 
1. Select the site.
2. Select  the date range in which the permit activities took place.
3. Select how the displayed permits are sorted on the report, whether by date or mason.
Mason Permit Expiry
The Mason Permit Expiry Report displays a list of permits and their expiry dates.
The resulting report shows a list of permits, with such information as:
 
  • Monumental Mason who completed the activity
  • Expiry date of the permit.
  • Permit ID.
  • Type & Location of the works.
  • Status of the permit.
  • Information about the Last Operational Activity:
 Date the activity was completed.
 Activity completed.
 Contact person that was in contact with the cemetery in regards to the activity.
 Who the activity was Inspected By.
In order to generate the report:
 
1. Select the site.
2. Select  the date range in which the permits expire.
3. Select how the displayed permits are sorted on the report, whether by date or mason.
 
Location - Current & Pending Placements
Use to perform an audit of CR locations where there are current placements and pending placements of cremated remains in a location.
The report sorts the results by location codes, including the location status e.g. interment or available for sale. It displays:
 
  • If there are CRs currently placed in that location, including the deceased name and CR reference number. 
  • CRs that are to be placed there
  • CRs that should be removed from the location.
In order to generate the report:
 
1. Select the sites and areas.
Merged Person Records
The reports tracks information about merging person records.
 
The user can see when the records were merged and what person record it was merged with for auditing purposes.
The report displays the person's name and reference number. It displays the following information about the merged record:
 
  • Old reference number and name
  • Phone number if applicable.
  • Date when the records were merged.
In order to generate the report:
 
1. Select the date range.
Mason Permit Report
The Mason Permit Report displays a list of permits with detailed information.
The resulting report shows a list of permits, with such information as:
 
  • Permit ID.
  • Status of the permit.
  •  Monumental Mason completing the works.
  • Permit Type.
  • Sales ID.
  • Location of the works.
  • Date Issued.
  • Date Received.
  • Date of Expiry.
  • Date Works Completed.
In order to generate the report:
 
1. Select the Mason Permit number range.
2. Select the issue date range.
3. Select the received date range.
4. Select the expiry date range.
5. Select the work completed date range.
 
There is also an option to run this report by permit status, for example for all statuses, or by one specific status such as, submitted.
Location Reports
Location Availability Report
The report provides an analysis of cemetery stock on hand and allows users to forecast availability based on recent sales.
The resulting report shows a list of locations in specified areas of each cemetery site, with such information as:
 
  • The Sales Quantity
  • Projected Stock
  • Sales Status
  • Location Operational Status
  • Location counts are by type, area and sales status.
In order to generate the report:
 
1. Select the Site.
2. Select the range of areas.
3. Select the Sales Quantity Date range.
4. Select the location type /s
5. Select the purpose /s
6. Select to how the report is to be sorted (purpose, area, or type)
7. Select to generate the report as a summary or as a detailed list which list every location in the area.
Location Holder of Right of Interment
The report lists location records by area; with details of the rights holder (owner).
The resulting report shows a list of locations, with such information as:
 
  • Location codes
  • Sales status
  • Deceased interments
  • Holder of right name
  • Holder of right's address details.
In order to generate the report:
 
1. Select the site
2. Select the Area range. (can select from area, areas1, and area s2 ranges)
3. Select the location type /s
 
Location HOR and Authoriser Export
The report provides an export of all sold locations with their holder of right(s).
The resulting report shows a list of every sold location, with such information as:
 
  • Each Holder of Right Name
  • The HOR address details
  • All deceased persons interred in the location with their reference numbers
  • Date of service
  • Authorising person
  • The authorising person's address details.
In order to generate the report:
 
1. Select the site
2. Select the Area range. (can select from area, areas1, and area s2 ranges)
3. Select the location type /s
Location Listing - Deceased Last Name
The report provides locations with deceased via their last names.
The resulting report shows a list of each location in the site and area chosen, with such information as:
 
  • A deceased last name that matches the search criteria.
  • The location code
  • Location name
  • Deceased reference and name    
  • The position in the location
  • The type of position (CR)
  • Service date
  • Age of the deceased
  • The depth.
In order to generate the report:
 
1. Select the site.
2. Select the area range.
3. Select the letter the Deceased's last name starts with
4. Select the letter the Deceased's last name ends with
Location Listing Report
The report provides a listing of locations via their sale status.
The resulting report shows a list of all locations within the site and areas chosen with the sale status selected with such information as:
 
  • Location code
  • Name
  • Sale status
  • Operational status
  • Deceased reference number
  • Deceased name
  • Position
  • Type
  • Service date
  • Age of the deceased
  • Depth.
In order to generate the report:
 
1. Select the site
2. Select the Area range. (can select from area, areas1, and area s2 ranges)
3. Select the location range
4. Select the sale status
Location Listing Veterans Service
The report provides a listing of locations with deceased who are veterans.
The resulting report shows a list of all locations with a deceased  who is a veteran, with such information as:
 
  • Location code
  • Name
  • Deceased reference number
  • Deceased name
  • The type of location
  • The deceased date of death
  • The age of the deceased
  • The veteran service.
In order to generate the report:
 
1. Select the Site
2. Select the Area range
3. Select the service the veteran served in
Location Statistics
The report provides an analysis of the sale status of locations.
The report resulting report shows a list of locations listed by area, purpose or type with such information as:
 
  • The location's sale status
  • Total of locations in the area
  • The number of sold, available, other, and quoted in the area.
In order to generate the report:
 
1. Select the Site range
2. Select the Area range.
3. Select the Date as at
4. Select the location type /s
5. Select the location purpose
6. Select to generate the report as a summary or detailed. The detailed report will break the information down into sub-areas.
7. Select to sort the data by area, purpose or type.
Location Temp Markers Placed
The report provides a listing of locations where temporary grave markers have been placed.
The resulting report shows a list of locations where temporary grave markers have been placed in the site and area selected. It includes such information as:
 
  • Location Codes and Names
  • When the marker expires
  • HOR and Contact Details
  • The deceased name
  • The deceased's reference number
  • Service date
  • The depth the deceased is buried at.
In order to generate the report:
 
1. Select the site.
2. Select the area range.
Location Temp Memorials Placed
The report shows a list of locations where temporary memorials are in the grounds.
The report shows a list of locations where temporary memorials exist in the site and area selected. It includes such information as:
 
  • Location Codes and Names
  • The memorial expiry
  • HOR and contact details
  • Deceased name(s)
  • Deceased's reference number(s)
  • Service date(s)
  • Depth(s). 
In order to generate the report:
 
1. Select the site.
2. Select the area range.
Location Tenure Expiry Report
The report provides a listing of locations with tenure expiry which meet the criteria selected.
The report shows a list of locations with their tenure expiry which meet the selected criteria. It includes such information as:
 
  • The location
  • Tenure status
  • Tenure expiry
  • The deceased reference number
  • The deceased name
  • The position
  • The type
  • Service date
  • Age of the deceased
  • When the rights to the location were purchased.
In order to generate the report:
 
1. Select the Site
2. Select the Area range (can select from area, areas1, and area s2 ranges)
3. Select the Date range (of tenure expiry)
4. Select to sort data by location or expiry.
5. Select the tenure status
6. Select the memorial type
7. Select whether to suppress HOR details or not.
Locations Unused Report
The report provides a listing of locations which have been sold, however, have not been used.
The report shows a list of locations which have been sold during the date range selected and have not been used yet. It includes such information as:
 
  • The Location Code
  • Location purpose
  • Sales Date
  • Number of positions
  • Number of CR positions
  • HOR Name
  • HOR Address Details
In order to generate the report:
 
1. Select the Site.
2. Select the Area range (Can select from Area, Area S1, and Area S2 ranges)
3. Select the location type.
4. Select the Sales Date range
Schedules Reports
Appointment Schedule
The report is used to see the appointments scheduled within chosen dates.
The document displays any appointments scheduled within chosen dates. It shows an overview of the appointment with :
 
  • Time
  • Appointment With
  • Consultant
  • Reference No
  • Deceased Name
  • Remarks
In order to generate the report:
 
1. Select the date.
Appointment Summary
The report is used to see the overview of the appointments scheduled for a chosen date.
The document displays appointments scheduled for a chosen date, showing the following information about the appointment:
 
  • Sales ID
  • Appointment Name
  • Deceased Name
  • Time Arrived
  • Remarks
  • Reference Number
  • Appointment With
In order to generate the report:
 
1. Select the date.
Appointment Total
The report is used to see all appointments scheduled within chosen dates.
 
It also provides additional information about the type and length of the appointment.
The document displays appointments scheduled within chosen dates and provides additional information about the type and length of the appointment. The fields that are shown are:
 
  • Time
  • Consultant
  • Appointment With
  • Deceased
  • Reference
  • Transaction
  • Type
  • Details
  • Minutes
  • Booked By
In order to generate the report:
 
1. Select the site.
2. Select the date range.
Chapel Services Performed
The report is used to see the number of Chapel Services performed within chosen dates for Burials, Cremations and the Total number of bookings.
 
It provides additional information about the appointments, if "Detailed" report is chosen.
The document displays the number of Chapel Services performed within chosen dates for Burials, Cremations and the Total number of bookings. It includes such information as:
 
  • Transaction ID
  • Transaction Type
  • Reference
  • Deceased
  • Number of bookings (Total, Cremation, Burials)
In order to generate the report:
 
1. Select the date range.
2. Select whether the detailed information should be presented.
Display List Burial Services
The document displays a list of Burial Services for the day at a particular site.
 
It can be printed out or published online to provide the cemetery customers with the information about the services happening.
The document displays a list of Burial Services for the day at a particular site. It depicts the following information:
 
  • Time of the booking
  • Deceased Name
  • Funeral Director
  • Cemetery Location.
In order to generate the report:
 
1. Select the site.
2. Select the date range
3. Select whether private bookings' information should be presented.
Display List Chapel Services
The report is used to see a list of Chapel Services for the day at a particular site.
 
It can be printed out or published online to provide the cemetery customers with the information about the services happening.
The document displays a list of Chapel Services for the day at a particular site. It shows:
 
  • The appointment's Time
  • The deceased Name
  • Chapel Venue
  • Funeral Director.
In order to generate the report:
 
1. Select the site
2. Select the date range.
3. Select whether the private bookings' information should be presented.
Display List Function Services
The report is used to see a list of Function Services for the day at a particular site.
 
It can be printed out or published online to provide the cemetery customers with the information about the services happening.
The document displays a list of Function Services for the day at a particular site. It shows the:
 
  • Appointments' Time
  • Deceased Name
  • Function Venue
  • Funeral Director
In order to generate the report:
 
1. Select the site
2. Select the date range.
3. Select whether the private bookings' information should be presented.
Display Services Chapel Entrance
The document displays information about a service happening on a particular day in the Chapel.
 
The document can be printed out and put on the Chapel Entrance.
The report displays:
 
  • Name of the deceased
  • Chapel
  • Location
  • Time
  • Who it is conducted by
In order to generate the report:
 
1. Select the site
2. Select the date range.
3. Select whether the private bookings' information should be presented.
Display Services Function Room Entrance
The document displays information about a service happening on a particular day in the Function Room.
 
The document can be printed out and put on the Function Room Entrance.
The report displays the name of who the service is conducted by.
In order to generate the report:
 
1. Select the site
2. Select the date range.
3. Select whether the private bookings' information should be presented. 
Schedule Burial Instructions
The document displays instructions for the Burial Service.
The document displays instructions for the Burial Service. It includes:
 
  • Visitor
  • Transaction Number
  • Reference
  • Funeral Director
  • Service requests from Bookings tab (Entry Via, Burial Data: Length / width height, etc)
  • Arranger
  • Location Details (Depth, Holder of Right)
  • Adjacent Location Interment Details
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the information should be sorted by Time, Funeral Director or Surname.
Schedule of Burial Services
 This document could be provided to the grounds and services staff to ensure items such as chairs, umbrellas, sandboxes etc from the bookings tab of the Sales & Booking are available for the service.
 
 Other related resource appointments for this booking will also be noted on the schedule to cross reference.
The document details the burials and locations scheduled during a nominated time frame. It shows the:
 
  • Terms
  • Information about  the Funeral Director and the Arranger, as well as information about the Service:
  • Entry
  • Burial Data
  • Depth
  • Transaction Number
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the information should be sorted by Time, Funeral Director or Surname.
5. Select whether the  information of the Private burials should be shown.
Schedule of Chapel Services
The document displays a schedule of chapel services during the nominated time frame.
 
A chapel attendant co-ordinating the chapel services for the day might use this report.
 
 Other related resource appointments for this booking will also be noted on the schedule to cross reference..
The report provides a schedule of all chapel services which meet the selected criteria with the following information:
 
  • Terms
  • Funeral Director
  • Arranger
  • Service
  • Entry
  • Coffin Data (length x width x height)
  • Depth
  • Crematorium Information
  • Furnace
  • Time of service
  • Transaction Number
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the information should be sorted by Time, Funeral Director or Surname.
5. Select whether the  information of the Private burials should be shown.
Schedule of Cremation Services
The document displays a schedule of cremation services during a nominated time frame for the cemetery.
 
This report can be provided to the Crematorium staff to coordinate the Cremation services.
 
Other related resource appointments for this booking will also be noted on the schedule to cross reference.
The report depicts:
 
  • The Time
  • Name of the Deceased
  • Information about the Service
  • Remarks
  • Funeral Director
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the information should be sorted by Time, Funeral Director or Surname.
Schedule of FD Services
The document depicts a schedule of the upcoming services sorted by Funeral Director.
 
This report shows the flow of bookings that were made by particular Funeral Homes and could be used by those coordinating services including burial, cremation, chapel, and function bookings.
The report shows the information about the services linked to the Funeral Director chosen. It includes:
 
  • Transaction Number
  • Entry Via
  • Arranger
  • Service
  • Notes
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the information should be sorted by Time, Funeral Director or Surname.
 
Schedule of Function Services
This report could be used by those coordinating the function site of the cemetery.
 
It can be printed for the caterers or kitchen staff so they can see the kind of food ordered for the function, the quantity of people being catered for, the time of the function and the function area.
 
Other related resource appointments for this booking will also be noted on the schedule to cross reference.
The report shows all function services which meet the selected criteria. It includes such information as:
 
  • Time of service
  • Function Area
  • Deceased
  • Bill - to Company / Person 
  • Menu
  • Quantity
  • Unit $
  • Total
  • Chapel / Burial service times
  • Transaction Number
  • Detailed Instructions
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the  information of the Private burials should be shown.
Schedule of Services
The report shows all the services including burial, cremation, chapel, and function bookings. 
 
This is a great report for the cemetery to see the flow of bookings and ensure that the coordination of each appointment is managed appropriately.
 
Other related resource appointments for this booking will also be noted on the schedule to cross reference.
The schedule of service is a report which shows all the services including burial, cremation, chapel, and function bookings. It Includes such information as:
 
  • Funeral Director
  • Arranger
  • Crematorium Information
  • Transaction Number
  • Service
  • Entry
  • Furnace
  • Times of service
In order to generate the report:
 
1. Select the Site
2. Select the Cemetery
3. Select the Date range
4. Select whether the  information of the Private burials should be shown.
Services Name Card
Generate name cards for the service(s) held on the date specified for use  for booking rooms, etc.
Displays name cards for services on the date selected.
 
In order to generate the report:
 
1. Select the Site
2. Select the Date
3. Select the Type of service.
Temporary Grave Markers
Generate temporary grave markers for placement on the location /s, until permanent memorials are installed.
Displays temporary grave markers for the site and service dates selected.
 
In order to generate the report:
 
1. Select the site.
2. Select the service date.
Sales & Booking Reports
Bookings Completed
The report shows Burial and Cremation bookings during the nominated time frame.
 
The report shows the information about each booking and it's status: open/ completed etc.
The report displays Burial and Cremation bookings during the nominated time frame. The information depicted includes:
 
  • Booking ID
  • Reference
  • Deceased Name
  • Status
  • If Divided
  • CR Instructions
  • CR Reference
  • Location to move CRs to
In order to generate the report:
 
1. Select the site.
2. Select the service date.
Burial Exhumations
The document details  burial exhumations during the nominated time frame and within the selected locations.
The document details the number of burial exhumations during the nominated time frame and within chosen locations.
It shows:
 
  • The Service Date
  • Location
  • Funeral Director
  • Booking ID
  • Deceased
  • DHS Licence #
In order to generate the report:
 
1. Select the site.
2. Select the area.
3. Select the service date.
Burial Post Service Activities
The document displays a list of locations that require post service activities (such as re-seeding or compacting the ground).
 
The report could be provided for gardeners to use as a task list to complete or cross check completed activities.
The report shows :
 
  • The Service Date
  • Location
  • Booking ID
  • Deceased
  • Depth
  • Location
  • Interment Alert
  • Compacted
  • If the status is completed or not.
In order to generate the report:
 
1. Select the site.
2. Select the area.
3. Select the service date.
4. Select whether completed services should be included.
Burial Transactions - Monumental
The document depicts all Burial Transactions for Monumental graves and Headstones.
The report shows:
 
  • Service Date
  • Location
  • Deceased
  • Date of Death
In order to generate the report:
 
1. Select the Site (from and to)
2. Select the Date range
Burial Transactions
The document depicts all Burial Transactions in one area during  the nominated time frame.
 
The report shows the number of activities and devices that were needed (such as a number of Lowering Devices, Sand Boxes, etc.).
The report depicts the following information for all Burial Transactions at the selected site, area and in the nominated time frames:
 
  • Service Date
  • Location
  • Funeral Director
  • Booking ID
  • Deceased
  • Depth
  • If a Lowering Device is required
  • If a Sand Box is required
  • Witness Backfill
  • If the Ledger needs removing
In order to generate the report:
 
1. Select the Site
2. Select the Area
3. Select the date range
 
Memorial Order Activity
This report gives summary information about memorial orders that fall within set parameters.
The report shows:
 
  • Sales ID
  • Memorial Type
  • Deceased Name
  • Location
  • Next Of Kin Attendance
  • Installation Instructions
  • PO Raised date
  • Received date
  • Installed date
In order to generate the report:
 
1. Select the Sales & Bookings range.
2. Select the Memorial Type
3. Select the Date range
4. Select whether it should be sorted by Date, Name, Transaction Number, etc.;
5. Select the Report type (Received, Installed).
Memorial Order Status
This report can be used to create a list of memorial orders within a date range that all share the same status, or alternatively the report could be generated for all statuses.
The report shows:
 
  • Reference Number
  • Deceased Name
  • Sales ID
  • Order Date
  • PO Date
  • Memorial
  • Location
  • CRs Held at
  • Staff ID
  • Status
In order to generate the report:
 
1. Select the date range
2. Select whether it should be sorted by date, name, reference number, locations, etc;
3. Select the Report type (Received, Installed).
Services Performed Statistics
The report displays figures allowing users to analyse the services occurrence and how common they are.
 
 This report can also help the cemetery plan for future services and allocate resources accordingly.
The report displays figures allowing users to analyse the services occurrence and how common they are. It shows the:
 
  • Site
  • Service Date
  • Service Type
In order to generate the report:
.
1. Select the site.
2. Select the date range.
Services Statistics - Funeral Company
The report allows users to analyse the services occurrence by the Funeral Directors.
 
By tracking the different types of funeral services provided and their variations, the cemetery can identify trends and adjust their service offerings and operations to better meet the needs and preferences of their customers.
 
This report can also help the cemetery plan for future services and allocate resources accordingly.
The report shows the total number of services per Funeral Director per month.
It also tallies the number of individual services as below:
 
  • Burial Services (Total, Dual, Grave, Single)
  • Cremation (Total, Dual, Grave, Single)
  • Chapel only (Total, Dual, Grave, Single)
In order to generate the report:
.
1. Select the site.
2. Select the date range.
Finance Report
Location Valuation - Stock Movement
The report shows location stock that has been sold by category. Reconcile stock on hand by quantity and stock valuation to the financial general ledger.
 
The emphasis is on the stock movement for a given period.
The report shows locations grouped by category that has been sold. It includes such information as:
 
  • Category Code & description
  • Land Valuation Account
  • Value of land
  • Capital Account
  • Capital Improvement value
  • Quantity of locations
In order to generate the report:
 
1. Select the Site.
2. Select the Area range (Can select from Area, Area S1, and Area S2 ranges)
3. Select the Location range
4. Select the Date range
5. Select whether to show a summary or detailed version. The detailed version will list the individual locations in each category.
Location Valuation - Stock on Hand
The report shows existing location stock on hand by category. Reconcile stock on hand by quantity and stock valuation to the financial general ledger.
 
Shows the value of remaining stock on hand at a point in time, typically month end.
The report shows locations grouped by category that has not been sold. It includes such information as:
 
  • Category Code & description
  • Land Valuation Account
  • Value of land
  • Capital Account
  • Capital Improvement value
  • Quantity of locations
In order to generate the report:
 
1. Select the Site.
2. Select the Area range (Can select from Area, Area S1, and Area S2 ranges)
3. Select the Location range
4. Select the Date as at
5. Select whether to show a summary or detailed version. The detailed version will list the individual locations in each category with their sale status.
PreNeed Movement
The report shows all pre-need activity for a period of time.
 
 The report might be run, for example, every month or yearly to investigate transactions which occurred in that time frame.
 
Reconcile against the financial unearned income accounts at month end.
The report shows a listing of sold pre-need items and their movement (Redeemed or not). It includes such information as:
 
  • Invoice Number & date
  • The Reference Person
  • Item code & description
  • Invoiced Amount
  • Redeem document number
  • Redeem date & amount
  • Balance
In order to generate the report:
 
1. Select how to sort the report ( By Item, Person, or GL code)
2. Select the date range.
Preneed Reconciliation by Site
The report collates the data from transactions in byondpro to allow for reconciliation of the unearned income accounts within the General Ledger.
 
 It collates the same data as the Pre-Need Reconciliation Report, however, also arranges the data by site
The report shows sold pre-need items grouped together by category. It includes such information as:
 
  • Item, Person or GL code as selected in the search criteria.
  • Details on the above
  • Value
In order to generate the report:
 
1. Select how to sort the report (By Item, Person, or GL code)
2. Select the date as at
3. Select a summary or detailed version. The detailed version will provide the individual pre-need items under the item, person, or GL code with invoice numbers and dates, etc.
PreNeed Reconciliation
The report collates the data from transactions in byondpro to allow for reconciliation of the unearned income accounts within the General Ledger.
The report shows sold pre-need items grouped together by item, person, or GL code. It includes such information as:
 
  • Item, Person or GL code as selected in the search criteria.
  • Details on the above
  • Value
In order to generate the report:
 
1. Select how to sort the report (By Item, Person, or GL code)
2. Select the date as at
3. Select a summary or detailed version. The detailed version will provide the individual pre-need items under the item, person, or GL code with invoice numbers and dates, etc.
Receipts Daily Banking
The report provides all receipts in the date range selected. The report might be run on a daily basis, for example, to reconcile the ERP against byondpro data.
The report shows deposits based on the selection criteria. It includes such information as:
 
  • The payment type
  • Receipt Number
  • Invoice Reference
  • Payer Name
  • BSB & account for cheques
  • Amount
  • Total of all receipts
In order to generate the report:
 
1. Select the Site range
2. Select the Date range.
3. Select to show all deposits or just bank deposits.
Sales Commission - Detailed
The report calculates commissions based on the percentages applied to a category by salesperson, while breaking down the commissions by invoice.
 
The report can be used to calculate commissions to be paid.
The report shows commissions applied grouped together by salesperson and categories in the site and date range selected.
It includes such information as:
 
  • Document number & date
  • Location code, if applicable
  • Item code & description
  • General (team) commission
  • Salesperson Commission
  • Excluding tax amount of the item.
  • Total  general and sales person commission for each category & salesperson
In order to generate the report:
 
1. Select the Site range
2. Select the Date range.
 
Sales Commission Management
If tracking commissions, the report provides a detailed listing of commissions earned and not marked as paid in byondpro.
 
The report can be used to compare commission data against the ERP and track unpaid commission.
The report shows commissions earned in the date range selected, which have not been marked as paid in byondpro. Data will be sorted by salesperson or type based on the selection. It includes such information as:
 
  • Date of invoice
  • Commission type
  • Salesperson
  • Customer
  • Source document
  • Product description
  • Invoice total
  • Commission earned
In order to generate the report:
 
1. Select the Date range
2. Select to sort the report by salesperson or type of commission.
Sales Commission Statement
If tracking commissions, the report provides a detailed listing of commissions earned, marked as paid or unpaid in byondpro.
 
The report sorts the commission by salesperson on separate pages, allowing for it to be presented to staff.
The report shows commissions earned in the date range selected. Data will be sorted by salesperson  and whether it has been marked as paid or not. It includes such information as:
 
  • Date of invoice
  • Commission type
  • Sales ID
  • Customer
  • Product description
  • Invoice total
  • Commission earned
In order to generate the report:
 
1. Select the Date range.
Sales Commission
The report calculates commissions based on the percentages applied to a category by salesperson.
 
The report can be used to calculate commissions to be paid.
The report shows commissions applied grouped together by salesperson and categories in the site and date range selected.
It includes such information as:
 
  • Salesperson
  • Category
  • Excluding tax amount
  • General (team) commission earned for each category
  • Salesperson commission earned by category
  • Total general & salesperson commission for each sales person
  • Total  general and sales person commission for each category & salesperson
In order to generate the report:
1. Select the Site range
2. Select the Date range.
Sales Invoices - Funeral Companies
The report generates all invoices for the selected funeral director in the date range selected.
 
These can be generated to provide the funeral director monthly prior to when invoices are to be paid.
The report shows all invoices for the selected Funeral director in the date range applied.
In order to generate the report:
 
1. Select the Funeral Director range
2. Select the date range
3. Select to include fully paid invoices or not.
Sales Listing - Funeral Companies
The report provides a listing of sales (and credit notes) made in byondpro in the date range selected sorted by Funeral Director.
 
It can be used to record totals owed by a funeral Director for the month, for example.
The report shows a listing of sales orders & credit notes made in byondpro in the date range selected, sorted by Funeral Director. It includes such information as:
 
  • Document number & date
  • Sales & Booking ID
  • Reference person
  • Type of Sales & Booking
  • Location code, if applicable
  • Tax applied
  • Tax Inclusive totals
In order to generate the report:
 
1. Select the Date range.
2. Select for a summary or detailed version. The detailed version will break down the invoice / credit note by item with the item code, description, and quantity.
Sales Listing - Credit notes
The report provides a listing of credit notes made in byondpro in the date range selected.
 
It can be used by finance managers, for example, to track credit notes in a specific time frame.
The report shows a listing of credit notes made in byondpro in the date range selected. It includes such information as:
 
  • Document number & date
  • Original Invoice number
  • Bill to Company / Person
  • Reference person
  • Type of Sales & Booking
  • Location code, if applicable
  • Tax applied
  • Tax Inclusive totals
In order to generate the report:
 
1. Select the Date range.
2. Select for a summary or detailed version. The detailed version will break down the credit note by item with the item code, description, and quantity.
Sales Listing - Open Balances
The report provides a listing of sales invoices with outstanding balances.
 
It can be used by the finance team to review outstanding debts.
The report shows a list of invoices in the site range selected with outstanding information. It includes such information as:
 
  • Invoice number & date
  • Bill to Company/ Person
  • Location code, if applicable
  • Total invoiced
  • Amount receipted
  • Outstanding balance
In order to generate the report:
 
1. Select the Site range
Sales Listing - open quotes
The report provides a listing of outstanding quotes.
 
It can be used by the sales team to follow up on any outstanding quotes in byondpro.
The report shows a list of outstanding quotes in the date range selected. It includes such information as:
 
  • Document date
  • Sales & Booking ID
  • Bill to Company / Person
  • Reference person
  • Type of Booking
  • Location code, if applicable
  • Tax
  • Tax inclusive totals
In order to generate the report:
 
1. Select the Date range.
2. Select for a summary or detailed version. The detailed version will break down the quote by item with the item code, description, and quantity.
Sales Listing
The report provides a listing of sales (and credit notes) made in byondpro in the date range selected.
 
It can be used by finance managers, for example, to track sales in a specific time frame.
The report shows a listing of sales and credit notes made in byondpro in the date range selected. It includes such information as:
 
  • Document number & date
  • Bill to Company / Person
  • Reason for Credit
  • Reference person
  • Type of Sales & Booking
  • Location code, if applicable
  • Tax applied
  • Tax Inclusive totals
In order to generate the report:
 
1. Select the Date range.
2. Select for a summary or detailed version. The detailed version will break down the invoice by item with the item code, description, and quantity.
Sales Overview MTD
The report provides the aggregate sales by site and salesperson. It can be used to review sales by salesperson against monthly and yearly targets.
The report shows the aggregate sales for the month to date by site and salesperson. It includes such information as:
Salesperson
Month actual
Number of sales
Average amount per sale
Monthly percentage (per site)
Year to date actual
Year to date percentage (per site)
In order to generate the report:
 
1. Select the Invoice date
Sales Price List
The report provides a listing of items linked to a selected category with a valid price.
 
This report can be used to review current pricing and plan new pricing for the next year, for example.
The report shows a listing of items linked to the selected category with a valid price as at the selected date. It includes such information as:
 
  • Item code & description
  • Price
  • Unit of measure
  • Right of interment tenure
  • If price can be edited on invoice
  • Which site /s the price is applicable to
In order to generate the report:
 
1. Select the Category range
2. Select the Price validity date
3. Select for a summary or detailed version.
Sales Report
The report provides a listing of sales (and credit notes) made in byondpro sorted in the selected manner.
 
Depending on the manner that data is sorted, it can be used to extract a wide range of information.
The report shows a listing of invoices and credit notes in the date range selected, sorted as selected. It includes such information as:
 
  • Document number & date
  • Location code, if applicable
  • Salesperson
  • Item code & description
  • Quantity
  • Tax
  • Exclusive Tax Amount
  • It totals quantity, tax, and exclusive tax amount as grouped.
In order to generate the report:
 
1. Select the Site range.
2. Select the Area range (Can select from Area, Area S1, and Area S2 ranges)
3. Select the Location range
4. Select the Date range
5. Select to sort by 2 options. For Sort 1 & 2, options are date, location, payment terms, pre-need, product type, sales team.
Services Revenue Reconciliation
The report provides data to reconcile the services processed with items sold for the service.
The report groups Sales & Bookings by service type with items sold. It includes such information as:
 
  • Date of service
  • Sales & Booking ID
  • Deceased / Reference Person
  • Location code, if applicable
  • Item code, description, & price of items sold in booking
  • Invoice number
In order to generate the report:
 
1. Select the Site range
2. Select the Date range
Xport MYOB Customer Details
The report can be exported to excel to import byondpro data into MYOB.
 
It details a list new customers with transaction in the date range selected.
The report provides a listing of customers with transactions for the selected date range.
It includes such information as:
 
  • Card ID
  • Company / Last Name
  • First Name
  • ABN
  • Tax Code
  • Customer Address details
  • Customer Phone Number
  • Customer e-mail
In order to generate the report:
 
1. Select the Date range.
Recommended to export to excel
Xport MYOB Sales Details
The report can be exported to excel to import byondpro data into MYOB.
 
It details invoices and credit notes applied to byondpro in the selected date range.
The report provides a listing of invoices and credit notes within the selected date range. It includes such information as:
 
  • Tax Inclusive (Y/N)
  • Company / Last Name
  • First Name
  • Customer Address details
  • Document number & date
  • Delivery status
  • Item number, description, quantity, and price
  • Tax inclusive total
  • Total
  • Journal Memo
  • Customer number
  • PO number
  • Tax (GST or not)
  • Tax amount
  • Card ID
In order to generate the report:
 
1. Select the Date range.
Recommended to export to excel
Xport T1 FD Invoices
The report can be exported to import byondpro data into TechnologyOne for the Accounts Receivables ledger.
The report provides a listing of all invoices within the selected date range, with the category details to import to the GL.
In order to generate the report:
 
1. Select the Date range.
Recommended to export to excel
 
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