How to Access and Filter Call History as a Manager in Kixie

Shea McConnell Shea McConnell

If you have manager permissions in Kixie, you will be able to view and search call history for all users on your account. To navigate to your account-wide call history in the Kixie Dashboard, you will want to go to Activity History → Call History, and you will see a page that looks like the screenshot below:

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You will be able to filter by the following options: Today, Yesterday, Last 7 Days, Last 14 Days, Last 30 Days, Last 60 Days, This Week, This Month, Last Month, or a Custom Date Range. 



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Within the call history, you will also be able to search for a specific phone number in the search bar. You will also see the option to sort your call history by headers at the top of each column. You will be able to sort by the following options:


Date: The date and time that your call was initiated

Type: The type will signify whether the call was incoming or outgoing

Source: How the call was initiated through Kixie. You will see either Manual Dial, PowerDialer, C2C (Click-to-Call), Cadence, or API

Source Link: This will show you if a call originated from a particular PowerList or the destination that is targeted by an API call. For manual dials, you will see N/A in the Source Link Column

Status: This will show whether a call was answered or missed. It is important to note that outbound calls that do not reach an answer event will display as "missed"

Disposition: This will show the call outcome that was selected for a given phone call

Duration: The length of time that the call lasted

Internal Call ID: The phone number on your Kixie Account that was targeted

External Call ID: The phone number of the person on the call who is not an agent on your Kixie Account

Amount: The total amount that the call costed (as a decimal of a dollar amount). If the user making the call is on our Unlimited Minutes plan and the call was eligible to qualify for Unlimited Minutes then you will not be charged for this amount

Actions: This column will present you with the CRM link for your call, the call recording, and the option to send an SMS to this number directly from the Dashboard


In the top left-hand corner of your call history, you will also have the option to export your call history to a CSV:


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