Changes made by members and users
In a busy admin office it's not always easy to stay on top of all the changes being made to the data in your various modules by your Users. With My ChurchSuite, members are also able to update their own personal information. Here are some helpful ways to help you stay on top of all the changes made by your members and users.
In this article
Date Added report
The Date Added report is helpful for seeing which user created a person in the Address Book and Children modules. Within the Bookings modules there's a Date Added report for bookings and customers. Within the Calendar module the report is called Added Events. Within the Planning module there are Date Added reports for library items, plans, templates and types.
Recent Activity - Changes logs
When viewing most pages within ChurchSuite you'll find a Changes log located in the Recent Activity section at the bottom of the page.
The Changes log indicates through which platform the change was made in - either CHURCHSUITE, CONNECT, EMBED, DONATE or MY [which relates to My ChurchSuite and My Consent] - and the date, time and person that made the change. The details of the change are listed too, often with the option to Undo a change - perhaps if a mistake has been made (which will add a further Changes log!) Note that it is not possible for a User to undo changes that have been made by a church member in My ChurchSuite or My Consent.
A Created date/time stamp is visible in the very bottom left corner of each page, enabling you to see when the data was first added to a module, by whom and also how they were added.
Similarly, when "editing" a person/record in ChurchSuite, the Last edited details are visible in the top right corner of the page within the respective module (see "Last edited" on the right-hand side of the grey bar in the example below).
Recent Changes report
The Recent Changes report lets you view a list of all the changes that have recently been made by users in ChurchSuite or, where applicable, by church members in My ChurchSuite, Donate, Embed or Connect. Most modules have Recent Changes reports in the Reports section, so you can easily report on changes to contacts, children, bookings, customers, small groups, small group members, rotas, givers, donations, pledges, plans, plan library items, plan templates, plan item types and users.
To access the Recent Changes report, head the the appropriate module's Reports section. In this example, we're in the Address Book.
In the report, you can filter within a range of Dates and for changes made to just certain contacts in Tag(s). You can also filter by the System the changes were made in and by the User that made changes. Click Generate to refresh the report. You can change the report's order by clicking the column headings to order the results by a particular column.
Recent Logins report
The Recent Logins report lets you see a list of contacts who have recently logged in to My ChurchSuite. Go to the Reports section of the Address Book and open the Recent Logins report from the My ChurchSuite section.
You can filter by Dates - editing the date range as required - and, if relevant, additionally by Tags. Click Generate to refresh the report following changes to the filters.
Recent Logins to My ChurchSuite by each church member are also viewable in the Recent Activity > Logins section on each contact's profile page.
Deleted data reports
We've produced a separate support article outlining the various Deleted reports, which are provided in most modules to help you identify which data has been deleted from a module, when and by whom - see the related articles below for further information.