Export, archive and find your donations
Cathedra Manager offers several tools to use your donation data: configurable CSV export, annual PDF General Ledger, archiving and trash.
Export your donations to CSV
| Preset | Included columns |
|---|---|
| Minimum | First name, Last name, Donation date, Amount |
| Essential | + Payment method, Receipt no., Receipt issued |
| Full | All available columns |
Or customise column by column across 4 groups: Donor, Donation, Tax receipt, Meta.
Generate the Donation General Ledger (PDF)
- Click General Ledger at the top of the donations list.
- Select the desired year.
- The PDF downloads immediately.
This feature is reserved for the Treasurer role and above.
Archive and trash
- Archive: moves a validated donation from the main view to the archive. Viewable in Donations → Archives.
- Trash: only Draft donations can be moved to trash. A validated donation must first be cancelled.
- Donations in the trash for more than 30 days are automatically archived or deleted according to fiscal retention rules.
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