Reports & Selections
Learn how to create and use PDS reports and report selections.
Common Reports
Listing Report
Learn to create your own simple listing report of family information.
9 min 39 sec
Simple Letter
Learn to make a simple letter to send to families.
7 min 18 sec
Export Report
Learn to create an export report of member information.
12 min 14 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 52 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
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