Upnify CRM
← Back to product

CRM · Reports

How to review the activity log and activity history

Find individual follow-ups in the activity log and use History to see how their volume changes over time.

CRM illustration showing an activity log and a historical summary by period.

Published on October 26, 2026

When someone asks what follow-up a contact received, review the actual entries: what happened, when, and who handled it. The Activity Log finds those events in one report. History answers a different question: how the count of one activity changes over time.

Which one? Use the Activity Log for specific calls, appointments, emails, or other follow-ups; use History to compare how often an activity was recorded across periods.

Review entries in the activity log

  1. In CRM, open Reports and choose Activity Log under activities.
  2. Set the period. Start with a short range and expand it if needed.
  3. Filter by activity type, group, or executive. To investigate a call, select calls and the approximate dates.
  4. Review the rows. Each represents a recorded activity and may include its date, contact, owner, and comment.
  5. For more context, open the contact from the table link.
CRM activity log showing different activity types and sample contacts
The log brings individual events together so you can review recorded follow-up.

Example: confirm a prospect follow-up

If a prospect says they expected a call, search for their name or narrow the log to calls and the approximate dates. Check the date, owner, and comment. If the call is missing, confirm the range and type; the report reflects activities saved in CRM.

Review History

The History report shows how one selected activity is distributed over time. Choose its type, an available interval—such as weekly, biweekly, monthly, or quarterly—and the year, group, or executive.

  1. Open Reports > History.
  2. Select the activity and date range or year.
  3. Choose a grouping interval and optionally filter by group or executive.
  4. Compare totals. Selecting a number may open its detail when available.
CRM History report with activity grouped by half-year and totals
History groups one activity by period to make comparisons easier.
They are different: the log displays activities one by one; History shows grouped totals. For the catalog and export options, see How to find reports, apply filters, and export results.

Difference from a contact record's history

A contact record brings together that person's relationship and follow-up. The log searches activities across contacts; History summarizes counts. For one person, open the contact record. To investigate team work or a period, use reports.

If you cannot find an activity

  • Expand the date range or confirm the year.
  • Temporarily remove group, executive, or type filters.
  • Confirm the activity was saved in CRM and matches the selected type.
  • In History, check the grouping interval.