Log of Changes / Audit Trail

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:

  1. Navigate to the "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  2. Select "Manage Account" in the dropdown.
  3. Choose "Log" on the left side.
  4. Search by the criteria you'd like (such as date range, user and/or action).

Logged Actions

Breeze logs the following actions:

Communications

  • Email Sent
  • 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

Tags

  • Tag Created
  • Tag Updated
  • Tag Deleted
  • Tags Bulk Deleted
  • Tag Folder Created
  • Tag Folder Updated
  • Tag Folder Deleted
  • Tag Assigned
  • Tag Unassigned

Forms

  • Form Created
  • Form Updated
  • Form Deleted
  • From 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

Account

  • Subscription Payment Method Updated

 

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Comments

4 comments
  • How can I generate a list of people who's contact information has been updated in the last 7 days?  This log shows who made changes and what they did but not who they made changes for.  Is there a way to get that report?

    0
  • @youth

    Great question! Unfortunately, there is not a way to get a report that specific within Breeze. You would have to search for profile updates and then identify which ones were for contact information. We sincerely apologize for any inconvenience that this may cause you!

    0
  • How long are audit logs retained in Breeze?

    0
  • HI @jtichydc,

    Breeze retains all the information from your log until 30 days after the account is canceled. If you are loolking for something in particular, simply choose a date after you signed up for an account and the information should appear!

     

    Hope that's helpful!

    0