Overview
The Reports section provides valuable insights into your funeral home’s performance, financial status, and operational metrics. Mortemcare offers several types of reports that help you make data-driven business decisions.
Available Report Types
Deceased Report
Provides a summary of deceased records and case activity.
Metrics Included:
•Total number of deceased recorded
•Number of deceased admitted during the period
•Number of deceased released during the period
•Average storage duration
•Breakdown by status (In Storage, Released, etc.)
Use Cases:
•Track monthly case volume
•Monitor trends in admissions and releases
•Identify seasonal patterns
•Plan staffing and resources
Financial Report
Overview of revenue, expenses, and profitability.
Metrics Included:
•Total revenue from all services
•Revenue by service type
•Total expenses
•Net profit/loss
•Profit margin percentage
Use Cases:
•Monitor business profitability
•Identify high-revenue services
•Track expense trends
•Make pricing decisions
Income Statement
Detailed breakdown of income sources and amounts.
Metrics Included:
•Revenue by service (Storage, Embalming, Casket, etc.)
•Revenue by client
•Revenue by time period
•Itemized income sources
•Cumulative revenue
Use Cases:
•Understand revenue composition
•Identify most profitable services
•Track client spending patterns
•Plan marketing efforts
Clients Report
Analysis of client demographics and engagement.
Metrics Included:
•Total number of clients
•Number of new clients during period
•Client retention rate
•Average spending per client
•Client demographics
Use Cases:
•Understand your client base
•Track client growth
•Identify high-value clients
•Plan client retention strategies
Services Report
Performance metrics for each service offered.
Metrics Included:
•Number of times each service was used
•Revenue per service
•Average price per service
•Service popularity ranking
•Service utilization trends
Use Cases:
•Identify popular services
•Optimize service offerings
•Set pricing strategies
•Plan service development
Storage Report
Storage utilization and capacity analysis.
Metrics Included:
•Total storage slots available
•Average occupancy rate
•Peak occupancy periods
•Storage revenue
•Capacity utilization trends
Use Cases:
•Plan storage expansion
•Optimize storage pricing
•Identify capacity constraints
•Forecast storage needs
Refunds Report
Track all refunds issued.
Metrics Included:
•Total refunds issued
•Refund reasons
•Refund by service
•Refund trends
•Average refund amount
Use Cases:
•Monitor refund patterns
•Identify service quality issues
•Track financial impact of refunds
•Improve service delivery
Generating Reports
Step-by-Step: Generating a Report
1.Navigate to the Reports section from the main menu
2.Click on the report type you want to generate
3.Select the time period:
Today: Report for the current day only
This Week: Report for the current calendar week
This Month: Report for the current calendar month
This Year: Report for the current calendar year
All Time: Report for all data in your system
Custom: Specify your own date range
•Select start date
•Select end date
•Click Generate
1.Click Generate Report to create the report
2.Review the report on screen
3.Use the Export button to download the report in your preferred format
Exporting Reports
Export Formats
•
Excel: Spreadsheet format for further analysis
•Allows sorting and filtering
•Enables custom calculations
•Good for detailed analysis
Exporting a Report
1.Generate the report (see above)
2.Click the Export button
3.The file will download to your computer
4.Open with your preferred application
Using Report Data
Key Metrics to Monitor
Monthly Case Volume: Track the number of cases admitted and released each month
•Identify trends
•Plan staffing
•Forecast revenue
Average Storage Duration: Calculate how long deceased stay in storage on average
•Optimize storage pricing
•Plan capacity
•Identify delays
Revenue per Service: Understand which services generate the most revenue
•Prioritize high-revenue services
•Set marketing focus
•Plan service development
Client Retention: Track how many clients return for additional services
•Measure customer satisfaction
•Plan retention strategies
•Identify at-risk clients
Profitability: Monitor your overall profit margin
•Ensure business sustainability
•Identify cost-cutting opportunities
•Plan growth investments
Making Data-Driven Decisions
Use reports to:
1.Identify Trends: Look for patterns in your data
•Seasonal peaks and valleys
•Growth or decline trends
•Service popularity changes
2.Benchmark Performance: Compare current performance to historical data
•Are you growing?
•Are margins improving?
•Are clients spending more?
3.Optimize Pricing: Use revenue and service data to set optimal prices
•Identify underpriced services
•Find price-sensitive services
•Plan price increases
4.Plan Resources: Use capacity and volume data to plan staffing and facilities
•Add storage when approaching capacity
•Hire staff before busy seasons
•Schedule maintenance during slow periods
5.Marketing Focus: Use service and client data to focus marketing efforts
•Promote high-margin services
•Target high-value client segments
•Develop retention programs
Report Best Practices
1.Regular Review: Generate reports monthly or quarterly to track performance
2.Comparative Analysis: Compare current period to previous periods
3.Goal Setting: Use reports to set realistic business goals
4.Action Planning: Identify issues and create action plans to address them
5.Documentation: Keep copies of important reports for reference
6.Stakeholder Sharing: Share relevant reports with team members and stakeholders
7.Trend Analysis: Look for long-term trends, not just short-term fluctuations
Common Report Scenarios
Scenario 1: Monthly Business Review
1.Generate Deceased Report for the month
2.Generate Financial Report for the month
3.Review key metrics
4.Identify trends and issues
5.Plan actions for next month
Scenario 2: Pricing Analysis
1.Generate Services Report for the past 3 months
2.Analyze revenue per service
3.Compare to competitor pricing
4.Identify underpriced services
5.Plan price adjustments
Scenario 3: Capacity Planning
1.Generate Storage Report for the past 6 months
2.Analyze occupancy trends
3.Forecast future capacity needs
4.Plan storage expansion
5.Budget for new storage units
Scenario 4: Financial Review
1.Generate Financial Report for the year
2.Generate Income Statement for the year
3.Analyze revenue sources
4.Review expense trends
5.Plan for next year’s budget
Troubleshooting
Q: Can I customize report formats?
A: Currently, reports use standard formats. Contact support for custom reporting needs.
Q: How far back can I generate reports?
A: You can generate reports for any period since your account was created.
Q: Can I schedule automatic reports?
A: Contact support about setting up automated report generation and delivery.
Q: How do I export reports to other software?
A: Use the CSV export format for compatibility with most software applications.
Q: Can I compare data across multiple periods?
A: Generate separate reports for each period and compare the data manually, or export to Excel for comparison.
Tips for Report Analysis
1.Look for Patterns: Identify recurring trends in your data
2.Compare Periods: Always compare current data to previous periods
3.Focus on Outliers: Investigate unusual spikes or drops
4.Drill Down: Use detailed reports to understand high-level trends
5.Share Insights: Discuss findings with your team
6.Take Action: Use insights to make business improvements
7.Track Changes: Monitor whether your actions have the desired effect