š Who can access Reports: Funeral home admins only. Non-admin team members do not see the Reports link.
1. Opening Reports
In the top navigation bar, click the menu that contains your name and select Reports. On mobile, open the navigation drawer and tap Reports.
The page opens on the Business Insights tab by default. Use the tabs at the top of the page to switch between Business Insights and Financial Reports.
2. Business Insights
Business Insights gives you an at-a-glance summary of your funeral home's performance for any date range you choose.
Setting the date range
At the top of the Business Insights tab, choose a date range using the preset buttons:
This Month - the current calendar month (default when you first open the page)
Last Month - the previous calendar month
Last 30 Days - a rolling 30-day window ending today
This Quarter - the current calendar quarter
This Year - the current calendar year
Custom Range - opens a date picker so you can set any start and end date
All KPI cards and charts update immediately when you change the date range.
Reading the KPI cards
Net Revenue and Cases Created appear as larger featured cards at the top of the page. Each is paired with a trend chart showing how that metric has changed over the selected period.
Net Revenue - total payments collected within the date range, excluding refunds. If refunds occurred in the period, a line below the card value shows the refund total and count.
Cases Created - total cases created within the date range, regardless of case type or how the case was started.
Below these two cards, six additional tiles appear:
Card | What it measures |
Total Merchandise Value | Revenue from merchandise items sold within the date range |
Online Checkouts | Paid online arrangement checkouts completed within the date range |
Invoices | Fully paid invoices within the date range |
Forms Signed | Digital forms completed within the date range |
Reviews | Customer reviews submitted within the date range |
Avg Review Rating | Average star rating across reviews in the date range |
Comparison indicators
Each KPI card shows how the current period compares to the equivalent prior period. For example, if you are viewing "This Month," the comparison is against last month.
Net Revenue and Cases Created use color: a green arrow means the value is up from the prior period; a red arrow means it is down.
All other cards show a gray color and indicate the change by the directional arrow.
If there is no data for the equivalent prior period, the comparison is hidden.
Trend charts
The Net Revenue Trend and Case Volume charts appear alongside the Net Revenue and Cases Created cards. The time bucketing on the charts adjusts automatically:
Date ranges up to 56 days will show one data by day
57 to 180 days: data shown by week
More than 180 days: data shown by month
3. Financial Reports
Financial Reports provides downloadable CSV exports for row-level financial detail. Click the Financial Reports tab to switch from Business Insights.
Choosing a report type
Use the type selector at the top of the Financial Reports tab to choose what kind of data you want:
Report type | What it includes |
All Income | All payment transactions |
Payments | Payment transactions with method and status detail |
Tax | Tax amounts by invoice and payment |
Merchandise | Merchandise line item sales, including subcategory |
Completed Cases | Completed case summary with informant relationship |
Setting the date range
The Financial Reports tab has its own date range selector. Presets include: This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, and Custom Range. The table updates when you change the range.
Filtering
Click the filter icon to open the filter panel on the right side of the screen. The available filters depend on which report type is selected. Common filter options include payment status, invoice status, payment method, and need type. Apply as many filters as you need; they work together. To remove all filters at once, click Reset.
Adjusting columns
Click the columns icon to open the Columns panel. You can search for a column by name or hide columns you don't need. Your column settings are remembered per report type. To return to the default column layout, click Reset .
Reordering
Columns can be re-ordered by dragging and dropping them within the report table.
Downloading a CSV
Once the table shows the data you want, click Download CSV.
If the report has fewer than 1,000 rows, the file downloads immediately.
If the report is larger, it is generated in the background. You will see it appear in the Generated Reports section once it is ready.
The Download CSV button is disabled when the table is empty.
Generated Reports
The Generated Reports section below the main table shows previously generated files for your funeral home. Each row shows the report type, date range, generation status (generating, ready, or failed), and a download link once the file is ready.
Frequently asked questions
The date range I need isn't in the presets. Can I use a custom range? Yes. On both the Business Insights and Financial Reports tabs, select Custom Range to open a date picker and set any start and end date.
Why does my Net Revenue card show a red arrow even though revenue went up? The comparison is against the equivalent prior period. For example, if you are viewing "This Month" in a month that is only a few days in, the prior period is the same number of days from last month. Try switching to "Last Month" for a full-month comparison.
I clicked Download CSV but nothing happened. What should I check? If the table is empty (no rows for the selected filters and date range), the Download CSV button is disabled. Try widening the date range or removing filters. If the download still doesn't start, the report may be generating in the background - check the Generated Reports section.
How current is the data in Business Insights? Data in Business Insights reflects activity in your Parting Pro account up to the current date. There is no manual refresh needed; the data updates on each page load.
I want to see data for a staff member's individual performance. Can I filter by staff? Staff-level breakdowns are not available. All Reports data includes all business activity for your funeral home as a whole.