Create address labels with Mail Merge

Interested in mailing out holiday letters or promotions to families? Quickly create address labels with a Passare report and Mail Merge.

✋ Before you start... make sure you have label paper and access to Microsoft Word & Excel.

Build your report

Go to System > Reports > User Reports. Click Add new report.

System > Reports > User Reports. Add new report.


Name your report and select necessary filters.

Name your report and select necessary filters.


For this type of report, you'll only want to select the information you want to appear on the label.

We suggest Full Name, Address Line 1 (Address Line 2, if needed), and City, State Zip.

Available Report Information for labels


✉️ To create labels for a specific role (i.e. Informant), leave field 2 selected on Cases.

✉️ To create labels for all or several family members, change field 2 to Family & Friends. With this option, you can filter for specific roles under the Advanced Filtering tab.

In Rows show results for dropdown, select Cases for a single contact or Family & Friends for several contacts per family


Once, you've selected all of your filters, go to the Run Report tab.

Choose Excel CSV as the Report Format and select your Date Range.

Under Run Report tab, choose Excel CSV and date range

Click Save & Run. The report will appear in the Download Center where you can download the Excel file to your computer

🗺️ Feeling lost? Check out this article on User Reports.


Complete the Mail Merge

Open the Excel file and delete unneeded contacts or edit outdated addresses.

You'll need to delete the top lines with the Funeral Home Name and the Report Ran On as well as the bottom rows with Basic Filter Criteria. 

delete top rows: Funeral Home name and Report Ran On. delete bottom rows: Basic Filter Criteria


Make sure to leave the column headers!

Leave the column headers


Once you've edited the excel file, Save and Close.

Then open a blank Word document.

Select Mailings > Start Mail Merge.

There will be several options to choose from. For this example, we'll choose Labels.

Under Mailings tab, select labels from Start Mail Merge dropdown


Select the appropriate Vendor & Product number, according to the specific labels you use.

📦 Oftentimes, this information can be found on the labels' box or packaging.


Once selected, click OK.

Label options pop-up window


Next, click Select Recipients > Use Existing List.

Locate the saved excel file and select Ok.

select Use an existing list from the Select Recipients dropdown


You'll see <<Next Record>> on all of the labels except the first one.

Select the first label and choose Insert Merge Field. The columns from the report will show as field options.

In the first label, put your cursor where you want the Name to go, select Informant Name, and it will appear on the label.

Enter and repeat this step for the Address and City, State Zip.

gif showing how to select Instant Merge Field


Then select Update Labels. This will add the fields to all of the labels.

click Update Labels


Lastly, Finish & Merge > Edit Individual Documents. 

select Each Individual Documents from Finish & Merge dropdown


Check the box for All and select OK.

Merge to New Document pop-up window


The names and addresses should now appear on the labels. Print and you're done! 


Need more information? 


Need Help? Email us or call 1-800-692-5111!