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Listing Reports and Certificates

Listing reports cover a wide range of reports, including lists of items, directories, registration forms, certificates, and statistical reports. You can select and modify the page style and margin style of listing reports.

To locate listings and certificates, on the Reports tab, click the button related to the type of report you want. Expand the different report groups to view the report types.

Financial Listing Reports

Financial listing reports have a window where you can specify which funds, time range, and fund activities to include. For details, see Financial Statement Options.

Sacramental Certificates

The text used on existing certificate reports can't be modified, but you can copy the report. Once copied, you can make any changes you'd like. For more on sacrament certificates and notifications, see Print a Certificate or Notification.

Tip: Certificates not printing correctly? If your certificates are not showing up when you try to print, check the margin style to make sure your printer can work in those margins. Then, double-check your report selections and confirm that the member has that sacramental information on their record.

Watch & Learn

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

It may take a minute for the video to display. To enlarge the video, click the Fullscreen icon four arrows pointing out from center in the video player.

To watch more videos, visit the PDS Video Library.