The Basics of Running Reports

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

6 min 31 sec

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

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

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: 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