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).

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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

8 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?

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  • @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!

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  • How long are audit logs retained in Breeze?

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  • 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!

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  • It would be SUPER helpful if you could either add log access to specific entities in the database (IE, click through from a person to see all actions that relate to them) and/or allow export of log data to allow additional analysis outside the system. For example, I'm trying to figure out when someone's address got changed and by who, and I'm not seeing a way to do it other than clicking through all "update record" log entries one by one until I find a relevant update for that user record. (If I'm missing something, I'd love to know, but I've reviewed the documentation for the log feature and there doesn't seem to be a lot of depth to it.)

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  • Hi david,

    I can see how that would be particularly helpful. Unfortunately, there isn't anything you are missing here. Feel free to leave us a Feature Request for these ideas though! This is the best way for our Product Team to get their eyes on this and to see how Breeze can serve churches even better in the future! 

    Blessings!

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  • Hi team. The log is very helpful. In searching, I'm not able to find out HOW to use this log. Is there anywhere I can understand this more? E.g. when I click on "Details", it shows the message: "Tag(s) assigned to XXXXXXX". Just wondering, how I can see which person this reference number is pointing to? I can't search by Person ID, or the reference number in search, so not sure how to actually use this logged detail. Is there a way to add a column to show immediately the person/node that's been edited?

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  • Hey @admin!

    This is an excellent question! I apologize that there is not more information provided with some of the features within the log. As it turns out, you could copy the ID number, type in your Breeze subdomain followed by /people/view/[insert the ID number here], and it will link you to the person associated with the ID number in the log! :) I created a video walking you through this as well: https://a.cl.ly/L1uOyN0x
     
    Having more information available in the log is definitely something we want to improve on, and I think it'd be great if you provided some feedback to our product team regarding this: Submitting Feature Requests.
     
    I hope this is helpful! Have a wonderful day!
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