Change Log
As an administrator with possibly hundreds of site users, it's impossible to keep up with all the changes made in Realm. The Change Log tracks these activities and presents them in a sortable list.
You must be an administrator to view the change log. See Responsibilities for more information.
This change log displays changes made to all profiles and other areas. To view changes made to a specific person's profile, see View Changes to a Specific Profile.
You don't have to turn on anything in order for the change log to work. It is always in the background, watching your site and logging the changes.
Change log entries here are only for Realm. Non-Privacy based data is available for 120 days after you make the change, and Privacy-based data is available for 365 days after the change. We recommend periodically printing or exporting your Change Log data.
The following types of changes and actions are noted in the change log:
-
Communication — See additions, updates, and deletions to announcements.
- Constant Contact — See when accounts are added or removed, when sync is enabled or disabled, and when lists are added, updated, or replaced.
- Contributions — See when a posted or processed batch or gift is updated, or when an administrator creates a one-time or recurring gift on behalf of a contributor.
- Check-In — See updated check-ins, updated and deleted kiosks, and updated and deleted badges.
- Events/Registrations
- Events — See when events are added, updated, canceled or deleted. You can also see single cancellations as well as when an entire series is canceled.
- Event Payments — See when event payments are edited or deleted.
- Registrations — See when an individual's registration is canceled.
- Groups — See when groups are added, reactivated, deactivated, moved, updated or deleted.
- Location — See when locations used for events are added, updated or deleted.
- Ministry Area — See when a ministry area is added, updated, or deleted.
- Pathways — See when existing pathways and pathway steps are deleted. See when pathway participants are added, reinstated, moved, edited, or deleted from a pathway. This includes when people are added through queries, dashboards, etc.
- People
- Individual — See when individuals and families are added, deleted, deactivated, reactivated, merged, marked as deceased, have privacy changes, or no longer share giving. You may also see sacrament and personnel migrations.
- Personnel — See when profiles are marked as personnel, or when personnel are added, edited, or deleted.
- User — See when users are added, edited, or deleted.
- Notes — See when notes are made private or public, updated, or deleted.
- Sign-Up Requests — See when sign-up requests are approved or denied.
- Pending Invites — See when pending invites are deleted.
- Promotion — See when individuals are promoted.
- Refresh Websites — See when websites are deleted.
- Schedules — See additions, updates, and deletions in schedules.
- Security & Privacy — See when users make updates to the privacy section of an individual's profile.
View, Print, or Export the Change Log
The Change Log records activity in your records. You can print it as a PDF or export a CSV file.
- You must be an administrator to view the change log. See Responsibilities for more information.
- In the top-left corner, click your site name then Realm. Then click Change Log.
- Changes display in a grid. To filter the list with the items you want to see or print, click
.
- To print, click
, then select Print Change Log (.pdf). The file opens as a PDF that you can download from your browser. You can also find it in your Recent Report History.
- To export, click
, then select Export Change Log (.csv). The file opens as a .CSV file.
View Changes to a Specific Profile
The profile-specific change log shows changes made to a record.
- You'll need the Edit Individual permission. See Responsibilities for more information.
This change log displays changes made to a profile such as when individuals and families are added, deleted, deactivated, reactivated, merged, marked as deceased, or have privacy changes. To see changes made to profiles and other areas, see Change Log.
- Locate and open the record.
- Click
and select View Change Log.
- Click
to filter the list and show the items you want to see.
If needed, you can add a note to a change.
Add a Change Log Note
You can add a note to an item in the change log to indicate why a change was made.
- You must be an administrator to view the change log or add notes. You can view other administrators' notes.
- Administrators can only edit notes they've entered, but not other administrators' notes.
- To view the profile-specific change log, you must have the Edit People, Personnel, and Org/Business Profiles permission set to Allow in your list of responsibilities.
- See Responsibilities for more information.
- In the top-left corner, click your site name then Realm. Then click Change Log.
- Locate the item you want to add a note to.
- At the far-right of the grid, click Add note.
- Enter the note about this change, then click Save.
- To edit a note, open it from the Notes column, then click
and Edit.
- To delete a note, open it from the Notes column, then click
and Delete.