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Question: Can I export information to a file in an ASCII text format?
Answer: Yes, you can export Census and Contributions information to an ASCII text file. PCMS can also be exported into other file types like an excel spreadsheet, database file, or to the clipboard for example.

Question: Can I print a report listing birth dates of individuals?
Answer: Yes, run the Census Individual Age Listing report. If you want a birth date listing for a specific age group, input the starting and ending age. Leave the Between Dates field blank.

Question: I tried to run the Individual Age Listing report using the Between Dates of 01/01/1920 and 12/31/1940 and I did not receive the correct results?
Answer: Enter the ages instead of the birth dates. The Between Dates field is used to list individuals who have birthdays during a certain month.

Question: On the Sacraments Received/Attendance report what are Bap, Com, and Con?
Answer:

Bap = Baptized
Com = 1st Communion
Con = Confirmed

Question: I tried to delete a family from Census but could not because an envelope number exists in Contributions. How can I delete the family?
Answer:
1. Locate the family on the Envelope screen
2. Click the envelope number
3. Click the Delete button to remove the envelope number from Contributions. This will remove the family from Contributions and allow you to delete the family from Census.

Question: My Donations screen only displays contributions for the year 1999. How can I view 2002 contributions?
Answer:
1. Go to the Donations screen
2. Click Help
3. Click Utilities
4. Click General Options to change the Donation Year to 2002. If you would like to view donations for all years leave the Donation Year blank.

Question: I deleted the envelope number from Contributions but I still cannot delete the family?
Answer: If the envelope number is not present, and you can still locate the family on the Envelope screen, then the family record has not been deleted from Contributions. To remove the family from Contributions:

1. Locate the family on the Envelope screen
2. Click the Insert button
3. Add the old envelope number, click OK
4. Click the envelope number
5. Click the Delete button
6. Try to locate the family on the Envelope screen, if the family does not appear, you have successfully removed the family from Contributions. Now you can delete the family from Census.


Question: How do I print a report listing contributions for the current year?
Answer:
1. Go to the Donations screen
2. Click the Filter button at the bottom of the screen
3. Click the Transactions filter button
4. Click Date
5. Click >=
6. Type 01012002, click OK, click OK
7. When the filter is active go to reports
8. Select report number 3 (Full Donation Summary)
9. Check the box (use the active filter when running this report)
10. Select the report order and run the report to screen or printer

Question: How often should I create a backup?
Answer:
At least once a week. If you are entering a large amount of data at one time, you should create a backup after the data entry is complete.

 


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