Click on the link in the table below to take you directly to a report description.
| Client | Crematory | Financial |
| Financial Register | General | Inventory |
| Pet Crematory | Sales | Services |
| System Admin |
Client > Death Certificate Orders and Disbursements |
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Shows death certificates orders and disbursements. Includes all events for any Death Certificate activity that happens within the reporting period. |
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Client> Informant Report |
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Returns all informants for cases with Date Services Provided within reporting dates |
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Client > Outstanding Death Certificate Orders |
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Shows outstanding death certificates to be picked up. If earlier orders where entered (with 0 Qty Ordered) then notes from those orders are included in the real order. Does not show Death Certificate disbursements. |
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Pre-Need> Preneed Contracts |
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All Preneeds within report dates using the Preneed's case date. Includes funding information |
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Pre-Need> Preneed Report |
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All Preneeds within report dates using the Preneed's case date. Includes contact information for the pre-need purchaser and for the beneficiary |
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Client> Veterans Served
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Listing of Veterans Served with Branch and Highest Rank. |
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Crematory > Cremations by Trade Partner |
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Crematory report that shows cremations that have been done for each trade partner over reporting period. Includes amounts and balances. |
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Crematory> Crematory Emissions Report |
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Required by many US States. Lists information about pets that flow through the crematory. This report will display in a separate tab or window. |
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Crematory > Monthly Report of Crematories |
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Required by many US States. Lists information about decedents that flow through the crematory. This report will display in a separate tab or window. |
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Crematory > Operator’s Log |
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Crematory Report. Shows cremation details for cases cremated during reporting time period. Clicking on the blue “+” sign next to a case will display additional information. |
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Crematory > Tennessee Crematory Log |
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Crematory Report for Tennessee Crematories. Shows cremation details for cases cremated during reporting time period. |
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Crematory > Tennessee Monthly Report of Crematories |
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Required by State of Tenn. Lists information about decedents that flow through the crematory. |
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Crematory > Tracking Snapshot |
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Crematory Report. Shows current status of crematory by cremation step. Includes what bodies are in each location along with Operator who placed body. |
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Financial> Account Adjustments, Discounts and Refunds |
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Adjustments, late fees and discounts made to accounts over the reporting time period. Report is case by case |
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Financial> Account Modification History |
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Report of all modifications made to case accounts. Reports changes made between date ranges. |
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Financial> Account Write Offs |
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Shows details about case accounts that were written off. Includes cases written off within report dates. |
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Financial> Account Write Offs With Addons |
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Shows details about case accounts that were written off. Includes cases written off within report dates. Combines addons that were written off. |
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Financial> Accounts Receivable |
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Includes At Need, Trade or Pet cases (excludes Preneeds, Quotes and Inquries) whose DateServiceProvided is before the report to-date which, along with their addons (if any), have a balance due. If a case is written off after the report to-date then it will be included. Addons are added to original contract regardless of AddOn Buyer. If original contract is paid off but a related AddOn is not then the AddOn will be included if the original contract Date Services Due is before the report to-date. |
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Financial> Accounts Receivable by Funeral Director |
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Shows account aging based on service delivery date. Is broken out separately for each Funeral Director. |
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Financial> Accounts Receivable Classic |
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This AR report returns same columns as Halcyon Classic did. |
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Financial> Audit Report |
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PDF Report of cases with Date Services Provided within report range. Reports contract amount and payments, adjustments, etc. |
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Financial> Cases by Disposition |
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Shows cases by Disposition for cases with Date Services Provided within reporting range. Cases without disposition are grouped under "unknown" disposition. |
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Financial> Cash Advance Reconciliation |
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For each case within reporting date range shows cash advances purchased by buyer and what was paid for that cash advance |
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Financial> Clients Purchasing Details |
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For each client within reporting range gives line item details of what was purchased. Includes At Needs and Trade but separates them. |
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Financial> Combined Cash Advance Reconciliation |
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For each case within reporting date range shows cash advances purchased by buyer and what was paid for that cash advance. Printout possible for all. |
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Financial> Combined Preneed Sales Taxes |
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This report is for Preneeds only. Certain states (ex Ohio) require sales taxes be captured for Pre Needs. The report combines all sales tax entities. Reports summary and then detail. Summary values are calculated within reporting period. Detail values for all time. |
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Financial> Combined Sales Taxes |
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Combines all sales tax entities. Reports summary and then detail. Summary values are calculated within reporting period. Detail values for all time. |
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Financial> Contract Change History |
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This is a 2 part Report. Reports case status changes and case data changes. |
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Financial> Income by Customer (Accrual Basis) |
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Shows Income for each buyer for cases (including AddOns) in selected date range. Intended for comparing monthly reports to QuickBooks' "Income By Customer Summary" for those customers whose accounting is Accrual and not Cash |
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Financial> Payments Made by Date |
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Payments made within date parameters |
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Financial> Preneed Report |
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Lists Preneeds with Case Dates within report dates. Returns Contract total and funding information. |
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Financial> Preneed Funding by Date |
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All Preneeds within report dates using the Preneed's funding date. Includes funding information |
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Financial> Product Listing |
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Shows products setup along with each product's price, cost, margin, markup and supplier. |
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Financial> Revenue by Trade Partner |
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Trade Related Report. Shows revenue for each trade partner for all trade cases during the reporting time period (based on service delivery date) |
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Financial> Revenue Collected |
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For all cases done during reporting period (based on Service Delivery Date) shows total charges, adjustments, what has been collected and current balance |
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Financial> Sales Taxes |
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Shows all cases during reporting period along with each case's taxes |
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Financial Register> Expenses Grouped by Vendor |
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Checks from Account Register by Vendor. Returns checks within reporting date range |
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General> Case Contacts |
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Case Contacts Report. Returns information about all contacts for cases between reporting date range. |
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General> Case Contacts (Detailed) |
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Case Contacts Report. Returns information about all contacts for cases between reporting date range. This report is ideal for exporting to spreadsheet and doing a mail merge. An example column returned is Arrangement Counselor. |
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General> Case Listing |
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List of all cases with Date Services Provided between two dates. Includes many vitals and service details |
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General> Florida Monthly Bodies Report |
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Uses Florida's form DFS-N1-1751 and fills in data from Halcyon for the reporting dates selected |
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General> Johnson Consulting Import - Funeral Home At Need |
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Report to be run and exported to excel for interfacing to Johnson Consulting |
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General> Johnson Consulting Import - Funeral Home Preneed |
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Report to be run and exported to excel for interfacing to Johnson Consulting |
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General> Johnson Consulting Import - Low Cost Cremation |
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Report to be run and exported to excel for interfacing to Johnson Consulting |
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General Overdue Tasks |
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Shows incomplete tasks that are passed their due date. Includes task description, assigned to and case information |
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General> Price Group Compare |
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Compares pricing for price groups. This report is generated to a separate screen. |
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General> Trade Partner Requests |
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Returns requests that were made within reporting dates |
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General> New York EDRS Burial/Transit Permit Fees |
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Reports all cases with burial permits within reporting period. Output format is as required by New York. |
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Inventory> Inventory On Hand |
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Broken out for each product that has inventory. Shows product information and quantity on hand. |
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Inventory> Inventory On Hand Details |
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Broken out for each product that has inventory. Shows product information and quantity on hand. Also shows when each item was ordered and received. Also shows the cost and retail price and serial number of each item received into inventory. |
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Inventory> Inventory Sold |
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Returns product information for inventory sold within reporting time period |
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Inventory> Inventory Transfers |
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Returns product information and transfer details for inventory transferred within reporting time period |
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Pet Crematory> Operator's Log for Pet Crematory |
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Pet Crematory Report. Shows cremation details for cases cremated during reporting time period. |
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Pet Crematory> Pet Case Listing |
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List of all cases with Date Services Provided between two dates. Includes several details about pet and request including notes (primary notes only) |
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Pet Crematory> Pet Cremations by Trade Partner |
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Crematory report that shows Pet cremations that have been done for each trade partner over reporting period. Includes amounts and balances. |
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Pet Crematory> Pet Crematory Emissions Report |
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Required by many US States. Lists information about pets that flow through the crematory. This report will display in a separate tab or window. |
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Pet Crematory> Pet Crematory Revenue Detailed |
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Shows revenue details for every case with Date Services Provided within reporting dates |
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Pet Crematory> Pet Crematory Revenue Summary |
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Summary of revenue within reporting dates. Intended for Pet Crematories. |
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Pet Crematory> Pet Price Groups |
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Pet price groups are often done by weight. This report allows Pet Crematories to validate pricing by showing Price Group, pet weight and cremation type |
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Pet Crematory> Pet Tracking Snapshot |
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Pet Crematory Report. Shows current status of crematory by cremation step. Includes what bodies are in each location along with Operator who placed body. |
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Pet Crematory> Pet Walk In Sales Summary |
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Shows sales for all Walk in Pet (At Need) contracts during reporting period. Includes services and other items, merchandise details, discounts, sales taxes and payment methods |
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Pet Crematory> Vet Clinic Requests |
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Report returns requests that were made within reporting dates |
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Sales> Add On Sales |
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Shows sales for all add on contracts during reporting period. Breaks out services, caskets, vaults and additional merchandise. |
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Sales> At Need Sales Summary |
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Shows sales for all At Need contracts during reporting period. Breaks out caskets, vaults urns, other items, discounts and sales taxes. |
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Sales> At Need Sales Summary - Services Details |
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Shows sales for all At Need contracts (not for Pets) during reporting period. Breaks out each service section heading along with each Merchandise Product Line item and then additional merchandise |
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Sales> At Need Sales Summary Two |
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Shows sales for all At Need contracts during reporting period. Breaks out caskets, vaults urns, other items, discounts and sales taxes. Version two includes Service Type, Casket Description and Funeral Home Charges |
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Sales> Caskets Sold |
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Report of all caskets sold during the reporting period. Includes case information and casket information. Also includes Wholesale, retail, markup and multiplier. |
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Sales> Clothing Sold |
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Report of all clothing sold during the reporting period. Includes case information and casket information. Also includes Wholesale, retail, markup and multiplier. |
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Sales> Consolidated Sales Report |
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Compares pricing for price groups. This report is generated to a separate screen. |
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Sales> Itemized Sales Summary |
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Broken out by every sub-section of purchasing contract (plus a breakout for price groups aka Packages). Report shows all items (purchasing contract lines) sold during the reporting period. Includes cost (if available), margin and average. |
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Sales> Merchandise Sales Summary |
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Reports all merchandise sold within reporting period including additional merchandise line items |
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Sales> Price Groups Sold Details |
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List all price groups sold during reporting period. Breaks out all cases for each price group too. |
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Sales> Price Groups Sold Summary |
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List all price groups sold during reporting period |
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Sales> Product Averages by Service Type |
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This sales report shows important averages for products sold and reports values by Service Type. |
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Sales> Sales by Director |
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Summary of sales by funeral director and by service type |
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Sales> Sales by Service Type |
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Broken out by Service Type. This sales report shows all cases done during the reporting period. Reports Services, Caskets, Vaults and Additional Merchandise. Also reports discounts and cash advances. |
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Sales> Sales Rollup by Service Type |
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This sales report shows a summary of sales for each Service Type. Reports Total Charge, Services, Caskets, Vaults, Additional Merchandise, Other Service Items and Cash Advances. |
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Sales> Sales With Service Type |
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Includes Service Type but not broken out for each. This sales report shows all cases done during the reporting period. Includes Services, Caskets, Vaults and Additional Merchandise. Also reports discounts and cash advances. Includes addons that are within reporting period if their parent cases were not in reporting period. |
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Sales> Service Averages |
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This sales report shows important averages for sales made. |
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Sales> Total Sales, Discounts and Adjustments |
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Shows Gross Total along with total adjustments, discounts and fees for all cases and addons within reporting period. |
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Sales> Urns and Vases Sold |
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Report of all urns and vases sold during the reporting period. Includes case information and casket information. Also includes Wholesale, retail, markup and multiplier. |
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Sales> Vaults Sold |
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Report of all vaults sold during the reporting period. Includes case information and casket information. Also includes Wholesale, retail, markup and multiplier. |
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Services> Upcoming Gatherings |
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Shows all gatherings planned after the report's from date. |
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System Admin> Voided Cases List |
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Report of cases that have been voided during the reporting period. Includes voided Add Ons too. |
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