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
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Learn to create your own simple listing report of family information. 9 min 34 sec
- Simple Letter - Watch this video
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Learn to make a simple letter to send to families. 7 min 13 sec
- Export Report - Watch this video
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Learn to create an export report of member information. 12 min 9 sec
- Report Selections - Watch this video
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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
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Learn to change the terms "Head" and "Spouse" in your program. 1 min 36 sec
- Add an Activity in a Fund - Watch this video
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Learn to add an activity or group of activities in a fund. 8 min 19 sec
- Save a File in OnDemand - Watch this video
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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
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Learn all about our eGiving solution and the integration with your PDS Office product. 14 min 35 sec
- Getting Started - Watch this video
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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
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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
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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
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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
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Learn to clean up family and member names using the Change Names system process. 4 min 47 sec
- Clean Up Addresses - Watch this video
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Learn to clean up address abbreviations and case using the Change Addresses system process. 4 min 1 sec
- Clean Up Celebrants - Watch this video
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Learn to clean up duplicate entries in your Celebrant Names keyword list. 2 min 40 sec
- Clean Up Cities/States - Watch this video
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Learn to clean up duplicate entries in your City/State Names keyword list. 1 min 59 sec
- Clean Up Sacrament Places - Watch this video
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Learn to clean up duplicate entries in your Sacrament Places list. 3 min 46 sec
- Delete Unused Keywords - Watch this video
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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
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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
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Learn to change the font size in your program windows and listing screens. 2 min 56 sec
- Edit Dates - Watch this video
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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
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Learn to enter new lines and special characters in general, confidential, and special circumstances remarks. 1 min 47 sec
- Save Changes - Watch this video
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Learn about when information is saved in your program and how to cancel changes. 4 min 5 sec
- Log Changes - Watch this video
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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
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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
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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
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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
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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
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Learn to reprint a batch report using the View Batches process. 2 min 46 sec