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Several types of family and member letters are available in PDS programs, including anniversary, birthday, and welcome letters. There are also start-up letters and correction requests that you can send to your parishes or facilities. You can create new letters and modify parts of existing letters such as the letterhead, letter date, inside address, closing, and margins.

Locating Letter and Statement Reports

To locate reports, click the Reports tab or click Reports in the navigation pane. The Families, Members, and Parishes & Facilities windows contain a report section called Letters/Statements. You can also access financial statements in the Families and Parishes & Facilities sections. Expand this listing to see the preinstalled letter and statement reports. To select a report, click the report name, and click Next to advance the Reports wizard.

For further assistance selecting, previewing, and printing reports, see Print Reports.

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