Reports to Keep Funeral Home Operations on Track

The right reports do more than show numbers.

They help you catch issues early and stay on top of what’s happening across your cases without having to chase information down case by case. When these details are in order, families feel it. Communication is clearer. Follow-ups are easier.

Robyn Simms, Tribute Technology's Management Software Production Manager, puts it simply: “Funeral homes want clarity and to feel in control of their data. They want to know who to contact for aftercare and outreach, keep a pulse on service type summaries, and stay on top of revenue and A/R. These reports help make sure that information is easy to find when you need it.”

Here are five Tribute Management Software reports you’ll actually use, and why they matter.

1) Financial Details Report

Shows cases by contract date range with quick info like discounts, sale amounts, payments, balances, and refunds, with filters for at-need cases, pre-need cases, miscellaneous sales, and posted/unposted.

Why it matters:

• · Helps you review financial activity across cases in one place
• · Makes it easier to spot balances, refunds, and payment progress
• · Gives flexibility with filters like at-need, pre-need, miscellaneous sales, and posted/unposted

2) A/R Aging Report (by Location and Case) with credit balances included

Shows balances owed and credit balances included, so cases with an overpayment or a balance owed back to the family still appear, with options like running it “as of” a date, bad debt true/false, and pulling by contract date range.

Why it matters:

• · Helps you stay on top of balances owed and credit balances
• · Lets you pull a snapshot “as of” a specific date
• · Allows you to include or separate cases marked bad debt true

3) Batch Printing SOAs with Balance

Batch prints invoices for accounts with balances so you don’t have to go into individual cases and print them one by one.

Why it matters:

• · Saves time during invoicing
• · Helps keep statements consistent month to month
• · Reduces manual work when multiple cases have balances

4) Case Count by Case Tag Report

Tracks how many cases of each type you’ve served over a time period using case tags, which can reflect service types like direct cremation, traditional burial, graveside burial, or chapel burial.

Why it matters:

• · Helps you track how many cases of each type you’re serving
• · Makes it easier to understand trends across a time period
• · Useful for comparing across locations when needed

5) Decedent Report

Gives you a list of decedents within a selected time period and runs based on date of death.

Why it matters:

• · Provides a simple list of decedents served in a set time period
• · Useful for operational reporting and record review
• · Helpful for month or multi-month snapshots

More reports worth knowing about

Once you’ve built a rhythm with the five reports above, these are also helpful depending on what you need:

• · Case Count by Case Tag Summary Visualization Report
• · Case Revenue Overview Report
• · Family and Friends Report
• · Purchaser Report and Next-of-Kin Report
• · Discount Report
• · Payment Reports