Log of Changes / Audit Trail

Updated: May 22, 2024 20:35

Overview: The Breeze log can be a powerful tool for administrators to review how Breeze is being used.

The log is designed to:

Record key actions that users take within Breeze
Help administrators better train users when they notice people making errors
Provide accountability for those using Breeze (such as those with access to modify contribution records)

The log is not designed to:

Be a comprehensive record of every action every user has taken¹
Record every detail about a recorded action¹

¹ While logging every action and every detail of every action could be useful, we need to weigh this against performance issues so that Breeze operates quickly for all users. As a result, we are logging the information that is typically the most crucial to reference (such as edited and deleted records).

Accessing the Log

To access the log:

Navigate to the "Account Settings" () on the top right.
Select "Manage Account" in the dropdown.
Choose "Log" on the left side.
Search by the criteria you'd like (such as date range, user and/or action).

Logged Actions

Important: The log records actions in UTC (Coordinated Universal Time), which ensures consistency but may differ from your local time zone.

Breeze logs the following actions:

Communications

Text Sent

Contributions

Contribution Added
Contribution Updated
Contribution Deleted
Contributions Bulk Deleted
Payment Method Updated
Payment Method Deleted
Bank Account Added
Bank Account Updated
Bank Transfer Day Changed
Bank Account Deleted
Payment Association Deleted
Payment Association Created
Import Contributions
Import Pledges
Pledges Bulk Deleted
Batch Renamed
Batch Deleted
Envelope Numbers Bulk Deleted

Events

Event Created
Event Updated
Event Series Deleted
Event Instance Deleted
Event Future Instances Deleted
Calendar Created
Calendar Updated
Calendar Deleted
Attendance Bulk Imported
Attendance Deleted
Attendance Bulk Deleted

People

Person Created
Person Updated
Person Deleted
Person Archived
Person Merged
People Updated
Bulk Update People
Bulk Delete People
Bulk Archive People
Import People
Notes Bulk Deleted

Forms

Form Created
Form Updated
Form Deleted
Form Entry Updated
Form Entry Deleted

Follow Ups

Follow Up Option Created
Follow Up Option Updated
Follow Up Option Deleted

Users

User Created
User Updated
User Deleted
Role Created
Role Updated
Role Deleted

Note: The User ID can be found in the Log and also by using the browser's "Inspector" tool when in the Users section of Breeze. From a technical perspective, we store the User ID number string and then translate it to show the username (or name) in the log.

Account

Subscription Payment Method Updated