Understand historical data

Who can use this feature?

Default system policies

Totango retains historical data based on default system policies. Historical data varies by object type (see below). Items marked with a yellow asterisk (*) are available for extended data retention.

This article refers to historical retention and system items. For record retention of your individual customer entities (e.g., accounts, users, collections), global admins and users with advanced permissions can optionally configure data retention policies or archive accounts manually.

Item Details
Account history*

90 days (free trial) | 365 days (default)

User history No historical data for user objects
Collection history No historical data for collection objects
Tasks and touchpoints  Not deleted
Touchpoint info in segments   6 months 
Relative changes in numeric attributes 365 days
Lifecycle stage days count Not deleted (days count does not reset)
Assets Not deleted. If the asset is a link it will get deleted once the source link gets deleted.
campaigns, segments, SuccessBLOCsSuccessPlays Not deleted

Extended data retention

Totango offers extended time frames for viewing historical data (premier feature). The extended data retention add-on provides enhanced options in the following areas:

  1. Account profile (see details)
  2. Scorecard KPIs (see details)
  3. Segment filters and columns (see details)

Extended data retention: Account profile

Extended historical data options on the account profile include the following:

  Description Maximum
Historical attribute change log Recent Changes and All Attributes tabs on the account profile (chart icon) 365 days 3 years
Health widget Week-over-week historical trend 6 months 18 months
Value metrics Engagement, Usage Frequency, License Utilization, etc. 365 days 3 years
See supported intervals below

Once enabled, you will not immediately see the last 3 years. Totango starts indexing values out to 3 years, starting from day 365 → 366 → 367.

View supported intervals for value metrics 


Interval Default Extended
Last 90 days
Last 24 weeks
Last 52 weeks
Last 78 weeks -
(up to the last 18 months)
Last 12 months
Last 18 months
Last 24 months -
Last 36 months -
(up to the last 3 years)
Last 4 quarters
Last 6 quarters -
Last 8 quarters -
Last 12 quarters -
(up to the last 3 years)

Extended data retention: Scorecard KPIs

Extended historical data options on in scorecards include the following:

  Scope Default Extended
Number, Trendline, Bar Chart KPI properties for Interval and Time Range
(See supported time ranges below)
Daily, Weekly, Monthly + Quarterly 

View supported intervals for KPI time ranges 

Interval Default Extended
Last Day
Last 3 Days
Last 7 Days
Last 14 Days -
Last 30 Days
Last 90 Days
Last 180 Days
Last 365 Days
Weekly (Daily intervals +)
Last 18 Months -
Monthly, Quarterly (Daily and weekly intervals +)
Last 2 Years -
Last 3 Years -

Extended data retention: Segment filters and columns

Extended historical data options for segmentation data points include the following account-level filters and columns:

Description Default Extended
Previous Health Rank (week ending) -
See supported options below
Previous Health Score (week ending) -
See supported options below
Previous Health Rank
Previous Health Rank Week Ending -
See supported options below
Previous Health Score Week Ending -
See supported options below

Health rank is a choice between Good/Average/Poor. (e.g., show me customers in Good health). Score is the numeric calculated score (e.g., show me the customers with health above 80). Learn more.

View supported filter options 

Rank filter example:
Score filter example:

View supported column options 

Example showing multiple week endings per column type:


Question: Do you delete objects?

Answer: By default, no objects are deleted from the UI. Global admins and users with advanced permissions can optionally configure data retention policies for individual objects.

Question: Are account objects purged after 365 days?

Answer: No, this value refers to historical changes for an account (attribute change log). Active customer accounts are not deleted. See data retention policies for inactive accounts, or learn more about archiving accounts.

Question: What does touchpoint info in segments mean?

Answer: This refers to the touchpoint collection segment. We only show 6 months of data in this segment. The touchpoint itself remains visible from the timeline in the related account profile.

Question: What about health data?

Answer: Health reporting stays in the product for 365 days. The health widget on the account profile shows 6 months back (default), unless you have extended data retention.

Was this article helpful?

1 out of 1 found this helpful

Have more questions? Submit a request