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Reports & Selections

Learn how to create and use PDS reports and report selections.

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Report Basics

The Basics of Running Reports

Learn the basic steps to get started with reports in PDS.

6 min 31 sec

Common Reports

Listing Report

Learn to create your own simple listing report of family information.

9 min 34 sec

Simple Letter

Learn to make a simple letter to send to families.

7 min 13 sec

Export Report

Learn to create an export report of member information.

12 min 9 sec

Report Selections

Report Selections

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

6 min 47 sec

The Basics of Report Selections

Learn what report selections are and the basics of managing them.

5 min 18 sec

Review Report Selections

Learn how to review the report selections you made to see which records will be included (and will not be included) in your report.

7 min 40 sec

Additional Report Selections: Part 1

Learn how to create complex selections to include or exclude certain records in your report.

8 min 58 sec

Additional Report Selections: Part 2

Learn how to build complex selections – the right way – and use Review Selections to troubleshoot any questions you have.

9 min 39 sec

Additional Report Selections: Part 3

Learn how to adjust complex selections to get the exact information you need to show in your report.

3 min 39 sec

Common Report Selections

Reporting: Members by Age

Learn to print a group of members based on their age.

2 min 15 sec

Reporting: Members by Gender

Learn to print a group of members based on their gender.

1 min 31 sec

Reporting: Members by Keyword

Learn to print a group of members based on a keyword listed on their record.

4 min 6 sec

Reporting: Deceased Members

Learn to print a group of deceased members by date of death.

2 min 10 sec

Reporting: Families by Keyword

Learn to print a group of families based on a keyword listed on their record.

3 min 38 sec

Reporting: Families by ZIP Code

Learn to print a group of families based on their ZIP Code.

3 min 9 sec

Reporting: Families by Registration Date

Learn to print a group of families based on their parish registration date.

3 min 29 sec

Reporting: Families with eGiving

Learn to print families who made contributions online or by EFT.

3 min 34 sec

Reporting: Families by Grand Total

Learn to print families based on how much money they have given to the church.

4 min 17 sec

Reporting: Families by Fund Summary

Learn to print families who donated to a fund one year and again in another year, as well as families who donated to a fund one year but did not donate in another year.

4 min 17 sec

Reporting: Families by Fund Activity

Learn to print families who donated to a specific fund activity.

2 min 53 sec

Reporting: Family Pledging

Learn to print families who pledged, families who pledged and paid, families who pledged but haven't paid, and families who donated but didn't pledge.

5 min 37 sec

Reporting: Valid Email Addresses

Learn to email a letter to families with a valid email address.

2 min 4 sec

Reporting: Envelope Users

Learn to print all families marked as envelope users.

1 min 37 sec

Reporting: Skip Blank Addresses

Learn to skip families with blank addresses when printing labels.

3 min 40 sec

Custom Fields in Listings

Custom Fields in Listings: Part 1

Learn how to add custom fields in a listing report, and see examples.

17 min 22 sec

Custom Fields in Listings: Part 2

Learn more about custom fields and how to troubleshoot them in your listing report.

13 min 42 sec

Custom Fields in Listings: Part 3 (Advanced)

Review more advanced examples of custom fields in listing reports.

7 min 28 sec

Advanced Report Writer

Introduction to Advanced Report Writer

Learn how to build an advanced report using all the different report components you need.

11 min 3 sec

Report Components in Advanced Report Writer

Learn about static and dynamic components and how to use them in an advanced report.

13 min 56 sec

Sub-reports in Advanced Report Writer

Learn how to add sub-reports to pull in the information you need in your advanced report.

11 min 9 sec

Event Triggers in Advanced Report Writer

Learn how to add code in an advanced or easy report to show output in different ways based on a certain action. For example, need a financial report to show negative numbers in red text? Here’s how!

14 min 49 sec

Global Variables vs. Variable Components in Advanced Report Writer

Learn the difference between global variables and variable components and how to use them in an advanced report.

7 min 56 sec

Advanced Report Writer in Action

Learn how to copy and modify an existing report and its sub-reports using advanced report options and scripting options.

6 min 57 sec

Ledger Drill-down Modifications in Advanced Report Writer

Learn how to copy and modify the Drill-Down Report in PDS Ledger in order to add transaction notes.

13 min 21 sec