User Report Columns - Rows Show Results For: Checklist Tasks

This article contains a description for all the User Report Columns available to you when rows show results for Checklist Tasks.

If you know the title name for the column you are looking for, hold the CRTL + F keys on your keyboard at the same time, then type the column name you are looking for in the search bar to search the list below.

GENERAL CASE INFORMATION
Organization Information

• Case Assigned To: Shows the active user assigned to the case
• Case Branch: Shows the active branch assigned to the case
• Case Identifier: Shows the active case identifier assigned to the case
• Organization: Shows the active organization assigned to case
• Secondary Arranger: Shows the active secondary user assigned to the case

Case Basic

• Case Assigned To: Shows the active user assigned to the case
• Case Branch: Shows the active branch assigned to the case
• Case Identifier: Shows the active case identifier assigned to the case
• Case Created At: Shows the date the case was created
• Case Types: Shows the active case type assigned to the case
• Decedent Full Name: Shows the entire name for the decedent (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Case Origin: Shows the source of the case (i.e. Self-Started, FDLIC, Import, etc.)
• Case Status: Shows the active case status for the case
• Case Status Change Date/Time: Shows the date and time the case status was last changed
• Case Status Changed By: Shows the user that changed the case status
• Note: Shows the note contents (creates one column per note entry)
• Note Entered Date: Shows the date a note was entered (creates one column per note entry)
• Note Entered by: Shows the user that entered a note (creates one column per note entry)
• Note Origination: Shows what section in Passare a note originated from (creates one column per note entry)
• All Notes: Shows all the notes found within a case, including the date, user, and origination
• Case Notes: Shows all note information found within the Case section
• First Call Notes: Shows all note information found within the First Call section
• Vital Stats Notes: Shows all note information found within the Vital Statistics section
• Family & Friends Notes: Shows all note information found within the Family & Friends section
• Disposition Notes: Shows all note information found within the Disposition section
• Funeral Options Notes: Shows all note information found within the Funeral Options section
• Goods & Service Notes: Shows all note information found within the Goods & Services section
• Shipping Info Notes: Shows all note information found within the Shipping section
• Payments & Adjustments Notes: Shows all note information found within the Payments & Adjustments section
• Pre-Need Basics Notes: Shows all note information found within the Pre-Need Basics section
• Imminent Need Basic Information Notes: Shows all note information found within the Imminent Need Basic Information section
• Cash Sale Basic Information Notes: Shows all note information found within the Cash Sale Basic Information section
• Secondary Arranger: Shows the active secondary user assigned to the case
• Collaboration Center Invite Sent By: Shows the user who sent out the Collaboration Center invite, including date and time (there is an entry for each invite sent)
• Case Deleted: Shows "Yes" or "No" indicating if the case has been
  deleted or not

Case Disposition

• Decedent Date of Death: Shows the decedent’s date of death in MM/DD/YYYY format
• Decedent Full Name: Shows the entire name for the decedent (Title, First Name, Middle Name, Last Name, and Suffix)
• Case Disposition Type: Shows the active disposition type assigned to a case
• Client Service Type: Shows the active client service type assigned to case
• Body Present: Shows “true” if Body Present drop-down is marked as “Yes” and “false” it is marked as “No”
• Final Disposition: Shows the disposition location for a case
• Disposition Date: Shows the date of disposition in MM/DD/YYYY format
• Case Identifier: Shows the active case identifier assigned to the case
• Disposition Time: Shows the time of disposition in standard time format with AM/PM designations (10:00 am)

Decedent Basic

• Decedent Date of Death: Shows the decedent’s date of death in MM/DD/YYYY format
• Decedent Full Death Address: Shows the End of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent First Name: Only shows the first name of the decedent
• Decedent Full Birth Address: Shows the Beginning of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Gender: Shows “Male”, “Female”, or “N/A” if nothing is selected in the Gender drop-down in the Vital Statistics section
• Decedent Last Name: Only show the decedent’s last name
• Decedent Marital Status: Shows the selection in the Marital Status drop-down in the Vital Statistics section (i.e. Never Married, Married, Civil Union, Widowed, Divorced, and Unknown)
• Decedent Middle Name: Only shows the decedent’s middle name
• Decedent Suffix: Only shows the decedent’s suffix
• Decedent Title: Only shows the decedent’s title
• Decedent Age (in Years): Shows the decedent’s age in numeric format (i.e. 15, 25, 30, etc.)
• Decedent Age (as Text Description): Shows the decedent’s age in numeric format, followed by the unit of measurement (i.e. 50 years, 11 months, etc.)
• Decedent Birth Date: Shows the decedent’s date of birth in MM/DD/YYYY format

Contract Basic

• Has Signed Contract: Shows the date (MM/DD/YYYY) and time (military time) the contract was signed
• Has Unsigned Changes on Contract: Shows “true” if there are unsigned changes to the contract within the report’s date range and “false” if they are not any
• Payment Due By: Shows the payment due date for a contract in MM/DD/YYYY format
• Contract Date - First Signing: Shows the date of the contract’s first signing in MM/DD/YYYY format
• Contract Date - Last Signing: Shows the date of the contract’s last signing in MM/DD/YYYY format

Custom Fields

• Custom Field (1-20): Shows the Custom Field name in the column header and the entries made to that custom field within the case

DECEDENT INFORMATION
Decedent Basic

• Decedent Date of Death: Shows the decedent’s date of death in MM/DD/YYYY format
• Decedent Full Death Address: Shows the End of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent First Name: Only shows the first name of the decedent
• Decedent Full Birth Address: Shows the Beginning of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Gender: Shows “Male”, “Female”, or “N/A” if nothing is selected in the Gender drop-down in the Vital Statistics section
• Decedent Last Name: Only show the decedent’s last name
• Decedent Marital Status: Shows the selection in the Marital Status drop-down in the Vital Statistics section (i.e. Never Married, Married, Civil Union, Widowed, Divorced, and Unknown)
• Decedent Middle Name: Only shows the decedent’s middle name
• Decedent Suffix: Only shows the decedent’s suffix
• Decedent Title: Only shows the decedent’s title
• Decedent Age (in Years): Shows the decedent’s age in numeric format (i.e. 15, 25, 30, etc.)
• Decedent Age (as Text Description): Shows the decedent’s age in numeric format, followed by the unit of measurement (i.e. 50 years, 11 months, etc.)
• Decedent Birth Date: Shows the decedent’s date of birth in MM/DD/YYYY format

Decedent Life Information

• Decedent Full Name: Shows the entire name for the decedent (Title, First Name, Middle Name, Last Name, and Suffix)
• Decedent Birth Date: Shows the decedent’s date of birth in MM/DD/YYYY format
• Decedent Full Birth Address: Shows the Beginning of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Marital Status: Shows the selection in the Marital Status drop-down in the Vital Statistics section (i.e. Never Married, Married, Civil Union, Widowed, Divorced, and Unknown)
• Decedent Alternate Name: Only shows the decedent’s alternate name
• Decedent Citizenship: Shows the Citizenship information found within the Vital Statistics section
• Decedent Ethnicity: Shows the Ethnicity drop-down selection within the Vital Statistics section (i.e. Hispanic: Other, Hispanic: Cuban, etc.)
• Decedent Full Address: Shows the decedent’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Race: Shows the Race drop-down selection within the Vital Statistics section (i.e. African American, Chinese, White, etc.)
• Decedent Religion: Shows the Religious Preference drop-down selection within the Arrangement section (i.e. Agnosticism, Christianity, etc.)
• Decedent Social Security Number: Shows the decedent’s full social security number, including dashes (000-00-0000)
• Decedent Tribe: Shows the decedent’s tribe information within the Vital Statistics section
• Notes: Shows notes from the Vital Statistics section
• Veteran Date Enlisted: If the decedent is a veteran, it will show the date they enlisted in MM/DD/YYYY format

Decedent Death Information

• Decedent Date of Death: Shows the decedent’s date of death in MM/DD/YYYY format
• Decedent Time of Death: Shows the time of death in standard time format with AM/PM designations (10:00 am)
• Decedent Full Death Address: Shows the End of Life address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Death Address Inside City Limits: Shows “true” if the decedent’s death address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”
• Hospital Place of Death: Shows the selection in the Place of Death drop-down in the Vital Statistics section (i.e. In-Patient, Emergency Room, etc.)
• Location of Death - Name of Facility: Shows the Rolodex entry name for the location of death in the Vital Statistics section
• Location of Death - Type of Facility: Shows the selection in the Location of Death drop-down in the Vital Statistics section (i.e. Hospital, Nursing Home, etc.)
• Hospice Involved: Shows “Yes” if the Hospice Organization Involved check box is checked within the Vital Statistics section and “No” if it is not checked
• Hospice Organization: If the Location of Death drop-down has a “Hospice” selection and Hospice Organization Involved checkbox is checked, then “Yes” shows; if not, then “No” shows
• Decedent Address City: Shows the information found on the City drop-down in The Vital Statistics section
• Decedent Address Country: Only shows the decedent’s city country information
• Decedent Address Inside City Limits: Shows “true” if the decedent’s death address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”
• Decedent Address Line 1: Shows the information found on the Address Line 1 field in The Vital Statistics section
• Decedent Address Line 2: Shows the information found on the Address Line 2 field in The Vital Statistics section
• Decedent Address Line 3: Shows the information found on the Address Line 3 field in The Vital Statistics section
• Decedent Address Line 4: Shows the information found on the Address Line 3 field in The Vital Statistics section
• Decedent Address State: Shows the information found on the State drop-down in The Vital Statistics section
• Decedent Address Zip: Shows the information found on the Zip drop-down in The Vital Statistics section
• Decedent Birth Address Inside City Limits: Shows “true” if the decedent’s death address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”
• Decedent Birth Address Line 1: Shows the Beginning of Life information found on the Address Line 1 field in The Vital Statistics section
• Decedent Birth Address Line 2: Shows the Beginning of Life information found on the Address Line 2 field in The Vital Statistics section
• Decedent Birth Address Line 3: Shows the Beginning of Life information found on the Address Line 3 field in The Vital Statistics section
• Decedent Birth Address Line 4: Shows the Beginning of Life information found on the Address Line 4 field in The Vital Statistics section
• Decedent Birth City: Shows the Beginning of Life information found on the City drop-down in The Vital Statistics section
• Decedent Birth Country: Shows the Beginning of Life information found on the Country drop-down in the Vital Statistics section
• Decedent Birth State: Shows the Beginning of Life information found on the State drop-down in The Vital Statistics section
• Decedent Birth Zip: Shows the Beginning of Life information found on the Zip drop-down in The Vital Statistics section
• Decedent Death Address Line 1: Shows the End of Life address information found on the Address Line 1 field in the Vital Statistics section
• Decedent Death Address Line 2: Shows the End of Life address information found on the Address Line 2 field in the Vital Statistics section
• Decedent Death Address Line 3: Shows the End of Life address information found on the Address Line 3 field in the Vital Statistics section
• Decedent Death Address Line 4: Shows the End of Life address information found on the Address Line 4 field in the Vital Statistics section
• Decedent Death City: Shows the End of Life information found on the City drop-down in The Vital Statistics section
• Decedent Death Country: Shows the End of Life information found on the Country drop-down in The Vital Statistics section
• Decedent Death State: Shows the End of Life information found on the State drop-down in The Vital Statistics section
• Decedent Death Zip: Shows the End of Life information found on the Zip drop-down in The Vital Statistics section
• Decedent Date of Death + 1 Year: Shows the date that occurs 1 year after the decedent’s date of death
• Decedent Date of Death + 6 months: Shows the date that occurs 6 months after the decedent’s date of death
• Found: Shows “Yes” if the Found checkbox is checked within the Vital Statistics section and “No” if it is not checked
• Date Found: Shows the date the decedent’s body was found in MM/DD/YYYY format
• Time Found: Shows the time the decedent’s body was found in standard time format with AM/PM designations (10:00 am)
• Decedent Death County: Shows the decedent’s death county information found in the County field of the Vital Statistics section
• Decedent Method of Death: Shows the method of death selected in the Method of Death drop-down in the Vital Statistics section

Decedent Employment

• Decedent Education: Shows the selection of the Level of Education drop-down within the Vital Statistics section (i.e. High-School Diploma, Master’s Degree, Doctorate, etc.)
• Decedent Employer: Shows the information in the Employer field within the Vital Statistics section
• Decedent Industry: Shows the information in the Industry field within the Vital Statistics section
• Decedent Occupation: Shows the information in the Occupation field within the Vital Statistics section

CONTRACT INFORMATION

Contract Basic

• Has Signed Contract: Shows the date (MM/DD/YYYY) and time (military time) the contract was signed
• Has Unsigned Changes on Contract: Shows “true” if there are unsigned changes to the contract within the report’s date range and “false” if they are not any
• Payment Due By: Shows the payment due date for a contract in MM/DD/YYYY format
• Contract Signing Date Altered: Shows the “true” if the contract signing date was altered and a blank if it was not
• Container 1 Serial Number: Shows the serial number added for the first container on the Merchandise section
• Container 2 Serial Number: Shows the serial number added for the second container on the Merchandise section
• Container 3 Serial Number: Shows the serial number added for the third container on the Merchandise section
• Contract Date - First Signing: Shows the date of the contract’s first signing in MM/DD/YYYY format
• Contract Date - Last Signing: Shows the date of the contract’s last signing in MM/DD/YYYY format

Contract Financials

• Has Signed Contract: Shows the date (MM/DD/YYYY) and time (military time) the contract was signed
• Contract Current Balance: Shows the total current balance owed for the case
• Contract Sub Total: Shows the total dollar amount of the contract, minus taxes
• Contract Total Amount: Shows the total contract amount, including taxes
• Contract Total Tax Amount: Shows the total amount of taxes for the contract
• Contract Total Taxable Amount: Shows the total amount of the contract that is taxed
• Contract Total Non-Taxable Amount: Shows the total amount of the contract that is not taxed
• Beginning Balance: Shows the starting balance of the contract
• Ending Balance: Shows the ending balance of the contract
• Payments Delta: Shows the change in total amount of payment type transactions during the report’s date range
• Interest Delta: Shows the change in total amount of interest type transactions during the report’s date range
• Adjustments Delta: Shows the change in total amount of adjustment type transactions during the report’s date range
• Refunds Delta: Shows the change in total amount of refund type transactions during the report’s date range
• Insurance Assignments Delta: Shows the change in total amount of insurance assignment type transactions during the report’s date range
• Contract Total Delta: Shows the change in the contract total during the report’s date range
• Contract Total Non-Taxable Amount Less Cash Advances (signed): Shows the change in the non-taxable contract total, minus the cash advances, during the report’s date range (signed totals)
• Amount of Last Payment: Shows the dollar amount of the last payment applied to the contract
• Date of Last Payment: Shows the date that the last payment was applied to the contract in MM/DD/YYYY format
• Contract Total Less Tax and Cash Advance Items (signed): Shows the total contract amount, including taxes, minus the cash advance item totals (signed totals)
• Payments & Adjustments Delta: Shows the change in total amount of payment or adjustment type transactions during the report’s date range
• Interest Accrued: Shows the interest accrued on a contract within the report’s date ranges
• Total Interest Accrued: Shows the total interest accrued on a contract from inception-to-date

Primary Purchaser Basic

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Relationship: Shows the primary purchaser’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Primary Purchaser Role(s): Shows the primary purchaser’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)

Primary Purchase Mailing

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Address Line 1: Shows the primary purchaser’s address information found on the Address Line 1 field
• Primary Purchaser Address Line 2: Shows the primary purchaser’s address information found on the Address Line 2 field
• Primary Purchaser Address Line 3: Shows the primary purchaser’s address information found on the Address Line 3 field
• Primary Purchaser Address Line 4: Shows the primary purchaser’s address information found on the Address Line 4 field
• Primary Purchaser City, State Zip: Shows the primary purchaser’s address information found on the City, State and Zip fields
• Primary Purchaser Full Address: Shows the primary purchaser’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)

Primary Purchaser Contact

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Email Address: Shows the primary purchaser’s email address information
• Primary Purchaser Fax: Shows the primary purchaser’s fax number information
• Primary Purchaser Primary Phone: Shows the primary purchaser’s primary phone information
• Primary Purchaser Secondary Phone: Shows the primary purchaser’s secondary phone information
• Primary Purchaser Other Phone: Shows the primary purchaser’s other phone information

PAYMENT INFORMATION

Insurance Payments

• Insurance Claim Submitted Date: Shows the date the insurance claim was submitted in MM/DD/YYYY format
• Insurance Company Name: Shows the name of the insurance company associated with the assignment
• Insurance Funds Pending: Shows “true” if case status is marked as “Pending Insurance Assignment” “false” if it is not
• Insurance Funds Received Date: Shows the date that the insurance assignment was received in MM/DD/YYYY format
• Insurance Payment Amount: Shows the dollar amount for the insurance assignment

Primary Purchaser Basic

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Relationship: Shows the primary purchaser’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Primary Purchaser Role(s): Shows the primary purchaser’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)

Primary Purchaser Mailing

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Address Line 1: Shows the primary purchaser’s address information found on the Address Line 1 field
• Primary Purchaser Address Line 2: Shows the primary purchaser’s address information found on the Address Line 2 field
• Primary Purchaser Address Line 3: Shows the primary purchaser’s address information found on the Address Line 3 field
• Primary Purchaser Address Line 4: Shows the primary purchaser’s address information found on the Address Line 4 field
• Primary Purchaser City, State Zip: Shows the primary purchaser’s address information found on the City, State and Zip fields
• Primary Purchaser Full Address: Shows the primary purchaser’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)

Primary Purchaser Contact

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Email Address: Shows the primary purchaser’s email address information
• Primary Purchaser Fax: Shows the primary purchaser’s fax number information
• Primary Purchaser Primary Phone: Shows the primary purchaser’s primary phone information
• Primary Purchaser Secondary Phone: Shows the primary purchaser’s secondary phone information
• Primary Purchaser Other Phone: Shows the primary purchaser’s other phone information

Payments

• Credit Card Type(s): Shows the credit card type for the payment (Visa, Mastercard, American Express, etc.)

CERTIFICATE INFORMATION
Death Certificate Signed By Basic

• DC Signed By First Name: Shows the first name of the person who signed the death certificate
• DC Signed By Last Name: Shows the last name of the person who signed the death certificate
• DC Signed By Middle Name: Shows the middle name of the person who signed the death certificate
• DC Signed By Suffix: Shows the suffix of the person who signed the death certificate
• DC Signed By Title: Shows the title of the person who signed the death certificate
• DC Signed By Middle Initial: Shows the middle initial of the person who signed the death certificate
• Pronounced By Middle Initial: Shows the middle initial of the person who pronounced the death

Death Certificate Signed By Contact

• DC Signed By Address Inside City Limits: Shows “true” if the death certificate signer’s death address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”
• DC Signed By Address Line 1: Shows the death certificate signer’s address information found on the Address Line 1 field in the Vital Statistics section
• DC Signed By Address Line 2: Shows the death certificate signer’s address information found on the Address Line 2 field in the Vital Statistics section
• DC Signed By Address Line 3: Shows the death certificate signer’s address information found on the Address Line 3 field in the Vital Statistics section
• DC Signed By Address Line 4: Shows the death certificate signer’s address information found on the Address Line 4 field in the Vital Statistics section
• DC Signed By City: Shows the death certificate signer’s address information found on the City drop-down in the Vital Statistics section
• DC Signed By Country: Shows the death certificate signer’s address information found on the Country drop-down in the Vital Statistics section
• DC Signed By Email Address: Shows the death certificate signer’s email information found in the Vital Statistics section
• DC Signed By Fax: Shows the death certificate signer’s fax number found on the Fax field in the Vital Statistics section
• DC Signed By Full Name: Shows the entire name for the death certificate signer (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• DC Signed By Other Phone: Shows the death certificate signer’s phone number found on the Other Phone field in the Vital Statistics section
• DC Signed By Secondary Phone: Shows the death certificate signer’s phone number found on the Secondary field in the Vital Statistics section
• DC Signed By State: Shows the death certificate signer’s address information found on the State drop-down in the Vital Statistics section
• DC Signed By Primary Phone: Shows the death certificate signer’s phone number found on the Primary Phone field in the Vital Statistics section
• DC Signed By Zip: Shows the death certificate signer’s address information found on the Zip drop-down in the Vital Statistics section

Death Certificate Signed By Mailing

• DC Signed By Title: Shows the title of the person who signed the death certificate
• DC Signed By Full Name: Shows the entire name for the death certificate signer (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• DC Signed By Full Address: Shows the death certificate signer’s address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)

Pronounced By Basic

• Pronounced By First Name: Shows the pronouncer’s first name
• Pronounced By Last Name: Shows the pronouncer’s last name
• Pronounced By Middle Name: Shows the pronouncer’s middle name
• Pronounced By Suffix: Shows the pronouncer’s suffix name
• Pronounced By Title: Shows the pronouncer’s name title

Pronounced By Mailing

• Pronounced By Title: Shows the pronouncer’s name title
• Pronounced By Full Address: Shows the pronouncer’s address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Pronounced By Full Name: Shows the entire name for the pronouncer (i.e. Title, First Name, Middle Name, Last Name, and Suffix)

Pronounced By Contact

• Pronounced By Title: Shows the pronouncer’s name title
• Pronounced By Full Name: Shows the entire name for the pronouncer (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Pronounced By Address Inside City Limits: Shows “true” if the pronouncer’s address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”
• Pronounced By Address Line 1: Shows the pronouncer’s address information found on the Address Line 1 field in the Vital Statistics section
• Pronounced By Address Line 2: Shows the pronouncer’s address information found on the Address Line 2 field in the Vital Statistics section
• Pronounced By Address Line 3: Shows the pronouncer’s address information found on the Address Line 3 field in the Vital Statistics section
• Pronounced By Address Line 4: Shows the pronouncer’s address information found on the Address Line 4 field in the Vital Statistics section
• Pronounced By City: Shows the pronouncer’s address information found on the City drop-down in the Vital Statistics section
• Pronounced By Country: Shows the pronouncer’s address information found on the Country drop-down in the Vital Statistics section
• Pronounced By Email Address: Shows the pronouncer’s email information found on the Email field in the Vital Statistics section
• Pronounced By Fax: Shows the pronouncer’s fax number found on the Fax field in the Vital Statistics section
• Pronounced By Other Phone: Shows the pronouncer’s phone number found on the Other Phone field in the Vital Statistics section
• Pronounced By Secondary Phone: Shows the pronouncer’s phone number found on the Secondary Phone field in the Vital Statistics section
• Pronounced By State: Shows the pronouncer’s address information found on the State drop-down in the Vital Statistics section
• Pronounced By Primary Phone: Shows the pronouncer’s phone number found on the Primary Phone field in the Vital Statistics section
• Pronounced By Zip: Shows the pronouncer’s address information found on the Zip drop-down in the Vital Statistics section

FAMILY & FRIENDS
Family & Friends Basic

• Family & Friend Deceased: Shows “true” if Family & Friend is deceased and “false” if they are not
• Family & Friend First Name: Shows the first name of the Family & Friend
• Family & Friend Last Name: Shows the last name of the Family & Friend
• Family & Friend Middle Name: Shows the middle name of the Family & Friend
• Family & Friend Relationship: Shows the Family & Friend’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Family & Friend Role(s): Shows the Family & Friend’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Family & Friend Suffix: Shows the suffix of the Family & Friend
• Family & Friend Title: Shows the title name of the Family & Friend
• Family & Friend Alternate Name: Shows the alternate name of the Family & Friend

Family & Friends Mailing

• Family & Friends Title: Shows the title name of the Family & Friend
• Family & Friends Address Line 1: Shows the Family & Friend’s address information found on the Address Line 1 field
• Family & Friends Address Line 2: Shows the Family & Friend’s address information found on the Address Line 2 field
• Family & Friends Address Line 3: Shows the Family & Friend’s address information found on the Address Line 3 field
• Family & Friends Address Line 4: Shows the Family & Friend’s address information found on the Address Line 4 field
• Family & Friends City, State Zip: Shows the Family & Friend’s address information found on the City, State and Zip fields
• Family & Friends Full Address: Shows the Family & Friend’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Family & Friends Full Name: Shows the entire name for the Family & Friend (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Family & Friends Address Inside City Limits: Shows “true” if the Family & Friend’s address is marked “Yes” for being within city limits within the Family & Friends section and “false” if marked “No”
• Family & Friends City: Shows the Family & Friends address information found on the City drop-down in the Family & Friends section
• Family & Friends State: Shows the Family & Friends address information found on the State drop-down in the Family & Friends section
• Family & Friends Zip: Shows the Family & Friends address information found on the Zip drop-down in the Family & Friends section

Family & Friends Contact

• Family & Friends Full Name: Shows the entire name for the Family & Friend (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Family & Friends Email Address: Shows the Family & Friend’s email address information
• Family & Friend Primary Phone: Shows the Family & Friend’s primary phone information
• Family & Friend Secondary Phone: Shows the Family & Friend’s secondary phone information
• Family & Friend Other Phone: Shows the Family & Friend’s other phone information

Primary Purchaser Basic

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Relationship: Shows the primary purchaser’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Primary Purchaser Role(s): Shows the primary purchaser’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Primary Purchaser First Name: Shows the first name of the primary purchaser
• Primary Purchaser Last Name: Shows the last name of the primary purchaser
• Primary Purchaser Middle Name: Shows the middle name of the primary purchaser
• Primary Purchaser Middle Initial: Shows the middle initial of the primary purchaser
• Primary Purchaser Alternate Name: Shows the alternate name of the primary purchaser
• Primary Purchaser Suffix: Shows the suffix of the primary purchaser
• Primary Purchaser Title: Shows the title name of the primary purchaser

Primary Purchaser Mailing

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Address Line 1: Shows the primary purchaser’s address information found on the Address Line 1 field
• Primary Purchaser Address Line 2: Shows the primary purchaser’s address information found on the Address Line 2 field
• Primary Purchaser Address Line 3: Shows the primary purchaser’s address information found on the Address Line 3 field
• Primary Purchaser Address Line 4: Shows the primary purchaser’s address information found on the Address Line 4 field
• Primary Purchaser City, State Zip: Shows the primary purchaser’s address information found on the City, State and Zip fields
• Primary Purchaser Full Address: Shows the primary purchaser’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Death Address Inside City Limits: Shows “true” if the primary purchaser’s address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”

Primary Purchaser Contact

• Primary Purchaser Full Name: Shows the entire name for the primary purchaser (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Primary Purchaser Email Address: Shows the primary purchaser’s email address information
• Primary Purchaser Fax: Shows the primary purchaser’s fax number information
• Primary Purchaser Primary Phone: Shows the primary purchaser’s primary phone information
• Primary Purchaser Secondary Phone: Shows the primary purchaser’s secondary phone information
• Primary Purchaser Other Phone: Shows the primary purchaser’s other phone information

Informant Basic

• Informant Full Name: Shows the entire name for the informant (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Informant Relationship: Shows the informant’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Informant Role(s): Shows the informant’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Informant First Name: Shows the first name of the informant
• Informant Last Name: Shows the last name of the informant
• Informant Middle Name: Shows the middle name of the informant
• Informant Middle Initial: Shows the middle initial of the informant
• Informant Alternate Name: Shows the alternate name of the informant
• Informant Suffix: Shows the suffix of the informant
• Informant Title: Shows the title name of the informant

Informant Mailing

• Informant Full Name: Shows the entire name for the informant (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Informant Address Line 1: Shows the informant’s address information found on the Address Line 1 field
• Informant Address Line 2: Shows the informant’s address information found on the Address Line 2 field
• Informant Address Line 3: Shows the informant’s address information found on the Address Line 3 field
• Informant Address Line 4: Shows the informant’s address information found on the Address Line 4 field
• Informant City, State Zip: Shows the informant’s address information found on the City, State and Zip fields
• Informant Full Address: Shows the informant’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Death Address Inside City Limits: Shows “true” if the informant’s address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”

Informant Contact

• Informant Full Name: Shows the entire name for the Informant (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Informant Role(s): Shows the informant’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Informant Email Address: Shows the informant’s email address information
• Informant Fax: Shows the informant’s fax number information
• Informant Primary Phone: Shows the informant’s primary phone information
• Informant Secondary Phone: Shows the informant’s secondary phone information
• Informant Other Phone: Shows the informant’s other phone information

Survey Recipient Basic

• Survey Recipient Full Name: Shows the entire name for the survey recipient (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Survey Recipient Relationship: Shows the survey recipient’s relationship to the decedent (Son, Daughter, Mother, etc.)
• Survey Recipient Role(s): Shows the survey recipient’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Survey Recipient First Name: Shows the first name of the survey recipient
• Survey Recipient Last Name: Shows the last name of the survey recipient
• Survey Recipient Middle Name: Shows the middle name of the survey recipient
• Survey Recipient Middle Initial: Shows the middle initial of the survey recipient
• Survey Recipient Alternate Name: Shows the alternate name of the survey recipient
• Survey Recipient Suffix: Shows the suffix of the survey recipient
• Survey Recipient Title: Shows the title name of the survey recipient

Survey Recipient Mailing

• Survey Recipient Full Name: Shows the entire name for the survey recipient (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Survey Recipient Address Line 1: Shows the survey recipient’s address information found on the Address Line 1 field
• Survey Recipient Address Line 2: Shows the survey recipient’s address information found on the Address Line 2 field
• Survey Recipient Address Line 3: Shows the survey recipient’s address information found on the Address Line 3 field
• Survey Recipient Address Line 4: Shows the survey recipient’s address information found on the Address Line 4 field
• Survey Recipient City, State Zip: Shows the survey recipient’s address information found on the City, State and Zip fields
• Survey Recipient Full Address: Shows the survey recipient’s full address information (i.e. Address Line 1, Address Line 2, Address Line 3, Address Line 4, City, State, Zip, and Country)
• Decedent Death Address Inside City Limits: Shows “true” if the survey recipient’s address is marked “Yes” for being within city limits within the Vital Statistics section and “false” if marked “No”

Survey Recipient Contact

• Survey Recipient Full Name: Shows the entire name for the survey recipient (i.e. Title, First Name, Middle Name, Last Name, and Suffix)
• Survey Recipient Role(s): Shows the survey recipient’s role in the service (Next of Kin, Pallbearer, Honorary Pallbearer, etc.)
• Survey Recipient Email Address: Shows the survey recipient’s email address information
• Survey Recipient Fax: Shows the survey recipient’s fax number information
• Survey Recipient Primary Phone: Shows the survey recipient’s primary phone information
• Survey Recipient Secondary Phone: Shows the survey recipient’s secondary phone information
• Survey Recipient Other Phone: Shows the survey recipient’s other phone information

REPORT FORMATTING
Breaks and Whitespace

• Blank Column: Adds a blank column break after the column that it follows
• New Line: Adds a new line break after the column that it follows

CHECKLIST ITEM INFORMATION
Basic Information

• Checklist Name: Shows the Check List Name found in the Basic Checklist Information section under Admin > Checklists
• Task: Shows the task information found in the Checklist Tasks section under Admin > Checklists
• Notes: Shows all note information found within the Checklists section within a case
• Completed By: Shows what user completed the assigned task
• Completed At: Shows the date the Checklist Task was completed in MM/DD/YYYY format