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PDS Video Library

Learn how to do certain tasks in PDS.

Hear it directly from an expert! In each video, someone from our PDS team guides you through a task. Use the navigation menu or following list to check out the areas you're most interested in.

  • Reports & Selections – Learn how to run common reports, build and review your report selections, add custom fields to reports, and use the Advanced Report Writer to create complex reports.

  • Records & Files – Learn about changing Head and Spouse terms, saving files in OnDemand, using the Listing Screen to sort/filter/export your data, archiving records, and combining duplicate records.

  • Funds & Financials – Learn how to correct or delete batches, reprint a batch report, add activities in funds, and add new fund periods.

  • Online Registration – Learn about the registration process, from creating forms to registering people in PDS.

  • Emails – Learn how to set up the email server in PDS, send emails from within your program, and create email lists in PDS using information from your Constant Contact account.

  • Abundant eGiving – Learn about our eGiving solution and its administrative features, as well as how to get started, customize giving forms, and import contributions.

  • Data Cleanup – Learn about cleaning up your data, deleting unused keywords, and tidying up keyword lists, including names, addresses, celebrants, cities/states, and sacrament places.

  • Tips & Tricks – Learn ways to make your program easier to use by changing font size, quickly editing dates and remarks, saving and logging changes, defining user checkboxes, and adding user keywords.

  • Program-Specific Videos – We have a few videos that show tasks in specific PDS programs, including Church Office, Formation Office, DioOffice, Ledger/Payroll, and Facility Scheduler.

  • Videos for New Users – Are you new to PDS Church Office or Formation Office? This series of videos can help you learn everything you need to know to get started.

  • Ignite 2023 – Relive the magic of the 2023 conference with webinars covering the newest features, specific tasks, and common reports.

Note:

Our team is always considering new video topics that will be helpful to you, and we create videos as we have time. Let us know what you'd like to see next! Enter an enhancement request to tell us which topics and tasks we should cover.

When new videos are available, we'll announce it via the PDS News that displays when you open your program. You can also bookmark these Help Center pages and check back for more!