List of System Report descriptions
Below is a list of all of Passare's System Reports and how they're used. Select the report title to view an example.
Accounting Export Summary — This report will show a summary of sales, cost and tax totals within the reporting period. This report will only show items that were signed within the reporting period. If any items are unsigned, they will not be included in this report. Also, if items were signed outside the report's beginning and end dates, they will not be included.
Accounts Receivable Aged — This report lists cases with outstanding balances on signed contracts, sorted by age in descending order.
Accounts Receivable Aged - Pet Case — This report lists pet cases with outstanding balances on signed contracts, grouped by Pet Business.
Accounts Receivable by Director — This report lists cases with outstanding balances on signed contracts. The funeral director grouped this report and sorted by age in ascending order.
Adjustments Report — This report includes all service, merchandise, and cash advance items that were added or refunded on a contract after the first signing (data from the first signing is excluded).
At-Need Family — This report lists the Family & Friends who are still living, separated by At-Need case, including their contact information and relationship to the decedent.
Average Revenue per Client Service Type — This report shows signed contract totals (excludes unsigned contract totals) during the reporting period, per Client Service type, and compares those totals by whether a contract had a discount or not.
Case Count — This report lists the total number of cases created in the system. Data is grouped by branch and includes case count per case status.
Case Count by Director per Branch — Displays the number of cases for each director, grouped by branch.
Casket Sales by Month — This report includes sales data of caskets signed for within the date range selected, then grouped by month and includes counts, averages, and totals. The Cost and Price values are equivalent to the report generation data. However, the values used within the monthly calculation are the signed amount.
Casket Sales by Type — This report shows sales for caskets sold within the reporting period, broken down by casket material type.
Census — This report lists decedent addresses and zip codes, including how many cases used each zip code, for cases created within the specified date range.
Check register with account tracking — This report shows all the Checks created, Batch Deposits Processed, and Bank Transactions within the report's date range. Also, any checks voided within the report's date range, but written before the reporting period. The activity from the beginning to the end of the reporting period should be the difference between the bank balance on the Start Date of the report and the End Date of the report.
Client Service Types — This report contains a breakdown of how many cases have been set with a particular Client Service Type, with contracts that have been originally signed within the date range specified.
Daily Schedule of Services — This report contains what services have been scheduled, separated by day, for the time period selected, including details associated with the service.
Deceased List — This report contains a list of all the cases in Passare where the client’s date of death is within the date range specified, including informant and primary purchaser information for the case.
Detailed Items Sold — This report contains a list of all the items that have been added to the contract, signed within the date range, separated by case, with associated pricing information including the price, cost, tax, and total.
Detailed Sales — This report contains a list of all items that have been added to the contract, signed within the date range specified, separated by Branch and case, with the price and cost of each item.
General Cases — This report contains a general overview of all cases that have been created.
General Sales — This report displays rows for any cases with dates that fall within the date range of the report. The main report columns will contain signed and unsigned contract totals, broken down by survey category.
Inventory Activity — This report will track inventory balance across time by showing all inventory items that were Added, Sold/Refunded, Removed, or Transferred during the reporting period. If the items had no activity during the reporting period but had an On Hand, Assigned, or Pending status as of the start date of the report, they will also be included.
Inventory Added — This report will show the total count of inventory items that were added to inventory during the reporting period.
Inventory On Hand — This report will show the total count of inventory that had an ending status of 'On Hand', 'Assigned', or 'Pending' as of the generation date of the report.
Inventory Removed/Transferred — This report will show the total count of inventory items that were removed or transferred from inventory during the reporting period.
Inventory Sold — This report will show the total count of inventory items that were signed to a contract and received a status of 'Sold', or any inventory items that were refunded and signed to a contract, during the reporting period.
Inventory Summary — This report will show the total count of inventory that had an ending status of 'On Hand', 'Assigned', 'Pending' or 'Pending Delivery' as of the generation date of the report.
Items Sold — This report contains a list of items that have been added to a signed contract, organized by category, showing the quantity, sum, average, and category percentage of an item sold within the date range specified. This will pull all invoice items from cases in the report, even if those invoices were signed outside of the reporting range.
Non-Exported Contracts — This report contains a list of cases that have contracts that have been signed and sent to accounting but have not been exported within the date range of the report.
Non-Exported Payments — This report contains a list of cases with payments that have been signed and sent to accounting but have not been exported within the date range of the report.
Open Cases — This report contains a list of cases that were created within the date range specified but have contracts that are not signed.
Payments and Adjustments — This report contains a list of payments and adjustments that have been added to cases within the date range specified and sorted by branch.
Planning Center Cases — This report contains a list of cases with Planning Center activity within the date range specified, sorted by date of invite in ascending order.
Planning Center Usage — This report contains a list of Planning Center updates that have been made within the date range specified, sorted by case identifier and date of edit in descending order.
Pre-Need Leads from At-Need Families — This report contains a list of informants from at-need cases, within the date range specified.
Pre-Need to At-Need Cases — This report contains a list of cases that were converted from pre-need to at-need, with a date of death within the date range specified, grouped by branch.
Recap of Case Count and Revenue by Director — This report allows you to compare two date ranges that contain the case count and revenue per director. It will also show you the revenue and average revenue difference between the two date ranges.
Recap of Client Service Types — This report allows you to compare two date ranges that contain the revenue per client service type, with and without discounts.
Refund Summary — This report includes all 'Refunds' transactions (captured on the Payments & Adjustments page) that fell within the reporting period.
Sales Analysis by Client Service Type — This report displays signed revenue by price list categories and grouped by client service types. It includes case counts, averages per price-list category, and case-mix calculations. The subtotal column includes all signed revenue less cash advances and sales tax.
Sales and Cost by Category — This report shows all signed contract, cost, and tax totals for the reporting range, broken down by survey category.
Sales Tax Report — This report shows signed contract totals, broken down by specific categories, along with tax totals, broken down by tax rate. Unsigned items will not be included. This report will only pull cases signed within the report's date range.
Survey Client Service Type — This report shows the organization's total at-need case count by client service type, including the percentage of total cases attributed to each type.
Survey Deceased List — This report lists all cases in Passare where the client’s date of death falls within the specified date range, including informant and primary purchaser information for each case.
Survey Report — This report shows basic case contact information and revenue totals per SFG category, within the specified date range. It also includes which branch the case is associated with and the date of the initial contract.
Unfinished Contracts — This report lists cases with contracts that have never been signed, including the last day and time the contract was edited.
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