Reporting & exports
The numbers, in the format your accountant asked for
An export catalog built around the questions a finance team and a board ask: what came in on a cash basis, what's ready to file with LHDN, and what goes straight into your existing accounting software.
- 8 formats
- In the Finance Exports catalog
- GL_OR XML
- A named SQL Accounting integration
- 4 report types
- Board reports, generated on demand
Finance exports
An 8-format catalog, not one generic CSV
Donation CSV, a ZIP of receipts, an offering/memorial breakdown, a monthly summary, a SQL Accounting import, and both individual and consolidated LHDN e-invoice CSVs. Large exports run in the background so they don't tie up your screen.
- Donation CSV with cash-basis payment date, receipt number, TIN, and e-invoice status side by side
- LHDN Individual and Consolidated e-invoice CSVs, ready to file
- Export history with live status while a job is being built
SQL Accounting integration
Official receipts, in the format your bookkeeper already imports
A real, named integration: DonorCARE generates one GL_OR XML voucher per official receipt and packages them into a zip your bookkeeper imports through SQL Financial Accounting's own File → Import → XML. No manual re-entry of receipts already issued. This export is switched on per organization; check with us if you don't see it yet.
- One GL_OR XML document per official receipt
- Packaged as a zip for SQL Accounting's native XML import
- Available as an org-level integration, not a manual re-key
Board reports
Four report types, generated when you need them
Fundraising Summary, Compliance Report, Donor Overview, and Financial Summary. Each is generated on demand from a date range, can be downloaded as a PDF, and is kept in a history of your most recent reports.
- Fundraising Summary, Compliance Report, Donor Overview, Financial Summary
- Generated on demand for the date range you choose
- PDF download, with your last reports kept on hand
Frequently asked questions
What do we hand the auditor and the AGM at year end?
The Financial Summary and Fundraising Summary board reports are built for exactly this. They are generated on demand for the date range you choose, downloadable as a PDF, with your last reports kept on hand for reference. Pair that with the Donation CSV, which prints cash-basis payment date and entry date as separate columns (the distinction an auditor will ask about), alongside receipt number, e-invoice status, and donor tax details, for whoever does the line-by-line reconciliation. Corrections made to a donation or a receipt are written to an audit trail as well.
Are exports and board reports limited to certain plans?
Access to Finance Exports and Board Reports is controlled by a role permission in your org. Board reports, the monthly summary, the SQL Accounting export and reconciliation are included from the Pro plan up. Every plan, Free included, can download its donation CSV and full data export. On a plan that includes them, the person you assign to handle financial reporting can reach them.
Can reports be emailed to us automatically, on a schedule?
Not today. Every export and every board report is generated on demand, when someone opens the tool and asks for it, and there's no scheduled or emailed financial report yet (the weekly advisor feed refreshes itself every Sunday, but it's a list of observations, not a report). In practice, whoever holds the financial-reports permission needs to log in and pull the month-end or year-end numbers themselves rather than wait for them to land in an inbox.
If we ever stop paying for DonorCARE, do we lose our donor and donation data?
A Full Data Export (JSON) sits in the same export catalog as the CSVs, built for exactly this kind of portability. The honest caveat: generated export files expire 24 hours after they're built, and export job history itself is kept for 7 days. So this is something to run and download before you cancel, not something to reach for afterward.
Is the SQL Accounting export available to every org today?
It's a real, working integration, but it's switched on per organization rather than on by default for every account. Ask us to enable it for yours.
Can I build a custom report?
Not yet. Board reports are the four fixed types above. There's no ad-hoc report builder today.
Get the export your accountant needs
Finance exports and board reports are included from the Pro plan up. See which plan fits.
Free plan. No credit card.