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


Schedule Your Free Consultation and Demo Today
July 30, 2026
A year after integrating with Chptr, Tribute Technology customers can now reach a quarter of a billion monthly radio listeners through the same one-click workflow that already powers televised memorial announcements. WAUNAKEE, Wis. — July 30, 2026 — Tribute Technology today announced that its integration with Chptr now extends beyond local television to include radio through Chptr's expanded partnership with iHeartMedia. Already adopted by more than 100 funeral homes, the expanded integration gives funeral homes access to the television and radio audiences most likely to learn about a passing, attend a service, and support grieving families, all through the same one-click obituary workflow. One year ago, Tribute Technology embedded Chptr's broadcast memorial technology directly into its platform, making it possible for funeral homes to transform an obituary into a professionally produced television memorial announcement without leaving the system they already use every day. Today, that same integration includes nationwide radio distribution alongside television, giving funeral homes access to all 210 U.S. television markets and more than 90 percent of U.S. radio stations reaching a quarter of a billion monthly listeners, all without additional software, data entry, or training. More than 100 funeral homes have already enrolled in the new radio service, reflecting the success of Chptr's existing television integration and the continued demand for trusted broadcast memorial announcements. For funeral homes, the value of broadcast isn't simply reach. It's reaching the right audience. Adults 55 and older remain among the most loyal local television viewers, while radio reaches 87% of U.S. adults every week, more than any other single media platform. Together, television and radio continue to be among the nation's most trusted sources of local news and information, making them uniquely effective channels for community memorial announcements. "This is exactly what we look for in a partnership," said J.B. Showalter, Senior Vice President of Partnerships at Chptr. "Tribute Technology already sits inside the daily workflow of thousands of funeral homes. Bringing our production platform, media partnerships, and nationwide television and radio distribution into that same workflow means families get a meaningful new way to share the news of a passing, without asking funeral professionals to change how they already serve families." For families, the expanded integration means memorial announcements can now reach more of the people whose lives were touched through the trusted local media they already know. For funeral homes, it provides another meaningful way to serve families while reinforcing their role as a trusted community resource. "Over the last year, we've seen that families truly value having their loved one's obituary shared on local television," said ​Anthony Harris, Location Manager at Oak Hill Funeral and Cremation Services. "No single place reaches everyone. Some people watch the news. Others hear the local radio station on the way to work. Adding radio gives us another trusted way to help families reach more of the people who would want to know. It's another meaningful service we can provide with every arrangement." The addition of radio builds on a year of successful television distribution through the existing Tribute Technology integration. "Our responsibility is to continually strengthen the platform funeral homes depend on every day," said Craig Greenseid, CEO of Tribute Technology. "When we can bring meaningful new capabilities into that workflow without adding complexity, our customers benefit. Expanding our integration with Chptr is another example of our commitment to helping funeral professionals better serve families through the technology they already trust." The expanded integration is now available to all Tribute Technology customers. Learn more at Tribute Spotlights | TV Obituaries | Tribute Technology .  About Tribute Technology Tribute Technology is a leading provider of software and services for the death care profession, helping funeral homes, cemeteries, crematories, and online publishers better serve families through connected technology. Its integrated platform simplifies operations, strengthens family engagement, and powers one of North America's largest digital obituary networks. More than 9,000 funeral homes rely on Tribute Technology solutions to support the families they serve. About Chptr Founded in 2020 and headquartered in New York, Chptr is building the distribution network for community storytelling. The company's Broadcast, Social, Video, and Slideshows offerings help funeral homes extend the reach of remembrance, connecting families with the communities that knew and cared about their loved ones. By partnering with funeral homes and media organizations, Chptr ensures life's most meaningful stories reach the people who matter most while keeping funeral professionals at the center of the experience.
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Most funeral homes know they need a marketing strategy, but figuring out where to start is another matter. In this on-demand webinar, Tribute Technology's Lacey Serrago, Marketing Agency Director, breaks down the core building blocks of a clear, actionable marketing plan built for funeral professionals.
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Tribute Technology's Trend ReCON 2026 brought funeral directors together in Nashville for two days of peer learning, real connections, and hands-on sessions.
May 19, 2026
Technology built around care. See how Tribute Technology is helping funeral homes streamline operations, write better obituaries, and extend their reach — without adding work for your staff.
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Stay up to date on the latest in funeral service technology — from a national Times Square campaign to new software partnerships, a fresh case study, and events you won't want to miss.
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Tribute Technology partners with Life Celebration to help funeral homes deliver personalized memorial products quickly, with next-day turnaround and streamlined operations.
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February 12, 2026
Families are planning funerals online. Learn how Tribute Technology supports NFDA’s Arranger Training to help funeral professionals adapt and serve families better.
February 5, 2026
NFDA announces Tribute Technology as a sponsor of its Arranger Training Program, supporting funeral professionals with modern, family-centered education.
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