Use the Find button to search all reports for a specific name or subject.

Click a report to see its description and a sample of what the report might look like. When you find the report you want to run, click the Next button to start the report process.

Did you recently run a report and need to run it again? Recent reports show at the top of the list under Most Recently Used. Double-click a report to re-run the report process.

Is there a report you access often? You can add it to your Favorites list, which shows when you select the Show Only * Favorite Reports option at the top of the Reports window. Locate the report, right-click it, and select Add to * Favorite Reports. To remove it from Favorites, right-click it, and select Remove from * Favorite Reports.

Select the similar report, and click Copy at the bottom.

Rename the copied report so that it makes sense for your purposes. Choose a Reports section that your report should be categorized under, or create a new section. Click Build to create your copy.

Modify the copied report to fit your needs. To do this, double-click your report in the list, and go to the Layout window. Depending on the type of report, you'll see a Modify button. For example, if you copied a letter, you'll see Modify the Body of the Letter. Click the button to make changes to your report.

Make any necessary changes, and save your report.

For more options on changing how your report looks, see Customize Reports.

Give your new report a meaningful name and description. If needed, select the level of access other users can have to this report. (You won't see this option if you don't have users set up in PDS.) Select where to save the report, then click Build.

For some reports (like lists and exports), the List of Fields to Print dialog box displays. This is where you can define which fields to include in your report.

• Use the Find button to locate the field, then click the right arrow button to add it to your list of fields to print. Use the up arrow and down arrow buttons to reorder the fields so they display exactly like you want in your report.
• Define each field's properties to further determine what displays in your report. Choose a Position for the field to show the data either in a new column or the same column as the previous field. Edit the column's Width and Heading, if needed. To print a label in each field of the selected column, enter text for the Left Label. By default, a blank line prints after each list item, but to print the list without these, select Try to Merge Lines Together.

For other reports (like letters, labels, and envelopes), the Editing window displays. This is where you can write the main body of your correspondence.

• Enter your text, and use the available font and formatting options to create your report.
• Use the Insert button to add things like images to your report. To add a web link, enter the webpage address manually (instead of copying and pasting the link from an outside source). Then, highlight the link text, and click the hyperlink icon .

When you're finished, save your changes. Always preview your report to make sure it looks as expected!

For more options on changing how your report looks, see Customize Reports.

Select Printer – This is where you select your printer and set any properties for your specific printer, like duplex printing, grayscale, print quality, paper source, and so on. You can also tell the program whether to print in black and white (for reports that offer color photos), select the type of duplex printing to use, and select the paper size, source, and orientation. Make sure your printer properties and program settings match; for example, if you want to use duplex printing, ensure you select the Duplex Printing (or similarly named) option in your printer properties and select an option for Duplex in this window of your PDS program.

<Report Type> Layout (such as Listing Layout) – This is where you can customize your report to look exactly like you want it to. For more information on these options, see Customize Reports.

Select <Record Type> (such as Select Families) – This is where you tell the program which data you want to include in your report. For more information on these options, see Filter the Data in Reports.