Preneed reports are printing by clicking on the Report Button on P/N PRO's Find a Funeral Screen.




Doing so produces the Report Menu.




Funding Reports provide information about the funding transactions from the cases you prearranged.  For example, a report of this type might show amounts deposited to trust accounts.




Sales Reports provide information about the selections from the cases you prearranged in a certain time period.  The Sales Reports show the same kind of information you are used to seeing on an At-Need Sales Report such as casket sales.