Reports to Keep Funeral Home Operations on Track

January 8, 2026

These reports in Tribute Management Software will keep your team organized and help families feel supported from start to finish.

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


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[Blountville, TN / New York, NY — December 2025 ] — Heritage Family, a leading national network of funeral homes and cemeteries, today announced the company-wide expansion of their successful partnership with Chptr, in collaboration with Tribute Technology, delivering modern video and television-based death notices and community announcements to families across all Heritage Family locations nationwide. Chptr is a media and technology platform that helps funeral homes distribute service information through trusted local television and publisher channels, extending reach within the communities they serve. Through this partnership, Heritage Family locations will be able to share service listings and death notices across local station websites, station-owned digital platforms, and affiliated publisher networks. The initiative is powered by Chptr’s national media network and integrated into Tribute Technology through Tribute Spotlights—creating a seamless workflow for funeral home teams. “For generations, local television has been one of the most trusted ways communities learn about important life events,” said Lindsay Granson, Chief Operating Officer of Heritage Family . “This partnership allows us to bring that reach back to funeral service—combining Tribute Technology’s platform with Chptr’s media network to ensure families’ announcements are seen where communities already turn for local information.” Through the integration, funeral homes using Tribute Technology can activate Tribute Spotlights , which distribute death notices and service details beyond traditional obituary pages and into trusted local media ecosystems . Chptr serves as the media and distribution layer—connecting listings to television stations and publishers across hundreds of U.S. markets—while Tribute Technology remains the core platform funeral homes already rely on. “Funeral homes deserve modern visibility without added complexity,” said Craig Greenseid, President and CEO of Tribute Technology . “By integrating Tribute Spotlights with Chptr’s broadcast network, we’re giving firms a simple, scalable way to extend their reach into local television and publisher channels—without changing how they work.” Chptr’s media network includes partnerships with major local television station groups and regional publishers, helping funeral homes reduce reliance on third-party obituary aggregators while retaining first-party ownership, local trust, and measurable reach . “For generations, families have paid significant fees simply to publish an obituary. This partnership changes that forever,” said Rehan Choudhry, CEO of Chptr . “For the first time ever, funeral homes can offer families broadcasted obituaries at no cost—ending an era of expensive print notices and replacing it with a modern, media-driven approach that reaches communities where they engage today and fundamentally modernizes how life is honored.” A nationwide rollout across funeral homes and cemeteries As part of the expansion, Heritage Family locations will gain: Television-based death notices and service listings via local station websites Distribution through trusted broadcast and publisher networks , not just aggregators Integrated activation through Tribute Spotlights , embedded in Tribute Technology’s platform Centralized reporting on reach and performance tied to media placement The partnership reflects a growing shift in funeral service toward local media visibility, platform integration, and reclaiming control of community announcements . About Heritage Family Heritage Family is a national network of funeral homes, cemeteries, and crematories dedicated to honoring life through personalized, community-centered service. The organization operates more than 130 locations across 11 states. About Tribute Technology Tribute Technology is a leading provider of software and digital solutions for funeral homes, helping firms streamline operations, support families, and deliver meaningful memorial experiences. Tribute Spotlights extends Tribute Technology’s platform into broader community and media distribution. About Chptr Chptr is a media and technology platform connecting funeral homes with local television stations and publishers to power modern death notices, service listings, and community announcements—restoring visibility, trust, and control to the firms that serve families every day. Media Contact Jenny Knizner Head of Growth, Chptr E: jenny@chptr.com
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