Archive, restore and export your records
Over time, celebrated or older records can be archived to keep your working view tidy. CSV export lets you use your data in a spreadsheet or another application.
Archive a record
- From the list, tick one or more records and click Archive selection.
- From an open record, click the … menu then Archive.
- Archived records are viewable in Sacraments → Archives.
Move a record to trash
- Tick the record(s) and click Move to trash.
- Choose a reason: Error / duplicate, GDPR request, or Other.
- The record disappears from the main view but stays in the trash for 90 days.
A Celebrated and locked record cannot be moved directly to the trash. Ask an Administrator to unlock it first if necessary.
Restore a record
- Go to Sacraments → Archives.
- Find the record (trash or archive) and click Restore.
- The record returns to the main view with its original status.
Export records to CSV
Click Export at the top of the list (Secretary role or above required).
| Preset | Included columns |
|---|---|
| Minimum | Last name, First name, Type, Planned date |
| Essential | + Status, Email, Phone, Godfather, Godmother |
| Full | All 35 available columns |
Each export creates an entry in the audit log (sensitive data read), in line with GDPR requirements.