PDS Reports Guide

PDS reports provide a way to print or export your data in meaningful ways.

Note: Need to see a quick list and don't want to run a big report? Check out Easy Lists instead!

Follow these steps to assemble your report. (All steps in this guide reflect the latest program version.)

Step 1: Get Started with Reports

Here's what you can do to get started:

Once you have a report, here's what you can do to customize it:

Now that your report looks good, determine which data shows up:

Your report is ready! From here, you can:

Try these resources to find the answers you're looking for:

End of Year - EOY reports, letters, and financial statement options
Troubleshooting - OnDemand configuration, error messages, and other FAQs
How-to Videos on Reports and Selections - Related videos from our video library
Tip: This guide will link to relevant videos along the way. As you walk through each step, click the button on each page of the guide (or in your PDS program) to see the related videos.