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Reporting on History Items created in the Contact Database Module or Membership Dues Module

History items are records of communications logged against a contact or member record — such as phone calls, emails, notes, and meetings. The Engagement Module in the Operations app lets you report on all history items, filter by type, date range, or staff member, and export results.

Where History Items Come From

History items can be created in two places:

  • Contact Database — logged against individual contact records
  • Member Dues — logged against member organization records

Both types appear together in the Engagement Module report.

Accessing the History Report

  1. Log in to your Freedom admin panel.
  2. In the left navigation, open the Operations app.
  3. Select Engagement Module from the menu.
  4. Click the History tab at the top of the page.

You will see a table listing all history items logged across your Contact Database and Member Dues records.

Filtering and Configuring the Report

  1. Click the Table Settings icon to choose which columns appear in the report.
  2. Use the date range filter to narrow results to a specific time period.
  3. Filter by staff member to see only items logged by a particular user.
  4. Filter by history type (e.g., Phone Call, Email, Note) to focus on a specific interaction category.
  5. The table updates automatically as filters are applied.
Tip: Combining a date range filter with a staff member filter is useful for reviewing activity during a specific period — for example, during a membership renewal campaign.

Exporting Report Data

  1. Once your filters are set, click the Export button above the table.
  2. The report downloads as a CSV or Excel file containing all visible columns for the filtered results.
  3. Open the file in Excel or Google Sheets to sort, analyze, or share the data.
Note: Column visibility is controlled by Table Settings — configure your columns before exporting to ensure all needed fields are included in the file.

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