PDS Videos

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 to jump to the sections you're most interested in, or browse all the titles to find what you need.

Reports

Learn how to create and use PDS reports.

Listing Report - Watch this video

Learn to create your own simple listing report of family information. 9 min 34 sec

Simple Letter - Watch this video

Learn to make a simple letter to send to families. 7 min 13 sec

Export Report - Watch this video

Learn to create an export report of member information. 12 min 9 sec

Report Selections - Watch this video

Learn to create a report with only the selected information you want in it; for example, a list of choir members. 6 min 48 sec

Records and Files

Learn how to manage records and files in PDS.

Change the Head and Spouse - Watch this video

Learn to change the terms "Head" and "Spouse" in your program. 1 min 36 sec

Add an Activity in a Fund - Watch this video

Learn to add an activity or group of activities in a fund. 8 min 19 sec

Save a File in OnDemand - Watch this video

Learn to save a file to your desktop in the OnDemand environment. 4 min 26 sec

Abundant eGiving

Learn all about PDS eGiving with Abundant.

Abundant Overview - Watch this video

Learn all about our eGiving solution and the integration with your PDS Office product. 14 min 35 sec

Getting Started - Watch this video

Learn how to choose a text keyword, enable the processing cost feature, set up eGiving in PDS, and complete the initial setup of your Abundant site. 5 min 30 sec

Giving Forms - Watch this video

Learn how to customize your giving forms to have a unique look and tailored messaging for your parish's activities and appeals. 5 min 3 sec

Administrative Features - Watch this video

Learn about the administrative features that help you manage your donations, like contributing on behalf of a parishioner, viewing scheduled gifts and pending transactions, and seeing deposited batches. 2 min 6 sec

Importing Contributions - Watch this video

Learn how to import parishioner donations from Abundant into PDS. 1 min 18 sec

Data Cleanup

Learn how to keep your PDS data tidy.

Clean Up Names - Watch this video

Learn to clean up family and member names using the Change Names system process. 4 min 47 sec

Clean Up Addresses - Watch this video

Learn to clean up address abbreviations and case using the Change Addresses system process. 4 min 1 sec

Clean Up Celebrants - Watch this video

Learn to clean up duplicate entries in your Celebrant Names keyword list. 2 min 40 sec

Clean Up Cities/States - Watch this video

Learn to clean up duplicate entries in your City/State Names keyword list. 1 min 59 sec

Clean Up Sacrament Places - Watch this video

Learn to clean up duplicate entries in your Sacrament Places list. 3 min 46 sec

Delete Unused Keywords - Watch this video

Learn to find and remove all keywords that are not currently being used in your program. 2 min 3 sec

Clean Up Your Data - Watch this video

Learn about the Clean Up Data tool, which examines your data for potential issues and allows you to quickly fix them. 8 min 55 sec

Tips and Tricks

Learn about ways to make your PDS program easier to use.

Change Font Size - Watch this video

Learn to change the font size in your program windows and listing screens. 2 min 56 sec

Edit Dates - Watch this video

Learn quick ways to enter dates and date ranges using cool keyboard shortcuts. Also, learn about date formats. 5 min 57 sec

Edit Remarks - Watch this video

Learn to enter new lines and special characters in general, confidential, and special circumstances remarks. 1 min 47 sec

Save Changes - Watch this video

Learn about when information is saved in your program and how to cancel changes. 4 min 5 sec

Log Changes - Watch this video

Learn to log the reason for significant changes in the User Log, along with when it was done and by whom. 5 min 19 sec

Define User Checkboxes - Watch this video

Learn to track records for your School or Daycare program using the School and Daycare checkboxes — or redefine the checkboxes for your purposes! 4 min 14 sec

Add User Keywords - Watch this video

Learn to add up to 11 program fields to track the information you need on member and personnel records. 4 min 38 sec

Correct a Batch - Watch this video

Learn to correct a problem in a posted batch, like an incorrect year, using the Move Fund Entries process. 4 min 49 sec

Delete a Batch - Watch this video

Learn to delete a batch you've created for payments/donations, eGiving, fees, pledge cards, or terms and rates. 3 min 10 sec

Reprint a Batch Report - Watch this video

Learn to reprint a batch report using the View Batches process. 2 min 46 sec