Reports in the Kixie AI Dashboard shows how your team is calling, texting and dialing. It opens on your Business Snapshot, and the reports you run every week are already built into ready-made boards.
What you get
- Reports. A report is one measure of your business, such as connect rate, a leaderboard or a call trend. Each report appears as a tile.
- Boards. A board is a dashboard: a collection of reports on one page, grouped around one area of your business, such as call outcomes or rep performance.
- Business Snapshot. The first thing you see in Reports: your most important reports from across the ready-made boards, on one page. See What is on Business Snapshot.
- Ready-made boards. Boards that are already built for the reports teams run most. Open one and it is ready. No setup.
- Your boards. Boards you and your team build yourselves, shared across your business. To build one, see Kixie AI Dashboard | How To Build Reports And Dashboards.
- Your full history. Every report filters by team and date range, and goes back as far as your account's call history, not just the last 90 days.
Who can see what: admins and managers see the whole company. Everyone else sees their own calls and texts.
In this article
- Watch the 90-second tour
- What is on Business Snapshot
- How to open Reports
- How to filter Business Snapshot by team and date
- How to open a ready-made board
- How to find a board you or your team built
- How to export your call history
- Which ready-made board to use
- Troubleshooting
Watch the 90-second tour
Business Snapshot, filters and date ranges, ready-made boards, building a report in plain words, and scheduling a board.
What is on Business Snapshot
Business Snapshot (the Snapshot tab) brings your most important reports together on one page, in six groups. Every report follows the team and date range you pick at the top, and the key numbers show their change against the previous period of the same length.
| Group | Report | What it measures |
|---|---|---|
| Calls at a glance | Calls | Every call your team made or took in the period. |
| Connected calls | Calls that lasted over 1 minute. | |
| Connect rate | The share of calls that connected. | |
| Answered (any pickup) | Calls that were picked up, however short. | |
| Answer rate (any pickup) | The share of calls that were picked up. | |
| Missed inbound calls | Inbound calls nobody answered. | |
| Talk time and average talk time | Total time on the phone, and the average per call. | |
| Active reps | Reps who made or took calls in the period, and how many had none. | |
| Trends | Call trend | Calls and connected calls, day by day. |
| Inbound vs outbound | Daily call volume, split by direction. | |
| Rate vs volume | Connect rate tracked against call volume on one timeline. | |
| Call volume by weekday | Which days of the week your team calls most, over the last 30 days. | |
| Outcomes | Call outcomes | How calls ended, by disposition, as a share of all calls. |
| Sentiment | Analyzed calls split into positive, neutral and negative. | |
| Outcomes by rep | Each rep's dispositions side by side. | |
| Reps | Leaderboard | Reps ranked by calls, connected calls and connect rate. |
| Calls by rep and hour | When each rep is on the phone during the day. | |
| Daily calls by rep | Each rep's call volume, day by day. | |
| PowerDialer | PowerDialer queue | What the PowerDialer is working on right now: queued, dialing, done and held-back contacts. |
| PowerDialer lists (lifetime) | Answer and connect rates for each list since it was created. | |
| Dialer calls and connect rate | PowerDialer call volume and how many of those calls connected. | |
| SMS | SMS sent | Texts your team sent. |
| SMS received | Texts your team received. | |
| SMS delivery rate | The share of sent texts that were delivered. | |
| Unread inbound SMS | Received texts nobody has opened yet. | |
| SMS trend | Texts sent and received, day by day. |
How to open Reports
- Go to ai.kixie.com and sign in with your Kixie account. No separate password.
- Click Reports in the left sidebar.
- Business Snapshot (the Snapshot tab) opens first.
How to filter Business Snapshot by team and date
- Open the team dropdown (it reads All teams) and pick a team.
- Pick a date range: Today, 7 days, 30 days, Last week, Last month or Custom.
- Every report updates. Each key number shows its change against the previous period of the same length.
Custom ranges go back as far as your account's call history, not just the last 90 days.
How to open a ready-made board
- In Reports, click Boards.
- Click any board under Prebuilt boards.
- Use the team and date controls at the top of the board, the same way as on Business Snapshot.
Shortcut: the chips under the Snapshot heading (Call history, SMS history, Connection summary and so on) open the board each group of reports comes from.
How to find a board you or your team built
- In Reports, click Boards.
- Scroll to Your boards, or type the board's name in Search boards.
- Click Open. Boards on a schedule carry a Scheduled label.
How to export your call history
- Open the Call history board.
- Set the date range, as far back as you need.
- Use the CSV export on the call log. The file downloads in your browser.
Which ready-made board to use
| Reports you need | Open this board |
|---|---|
| Every call, with recordings, and a CSV export | Call history |
| Every text sent and received | SMS history |
| How dials turn into conversations | Connection summary |
| When your team answers and when calls get missed | Dial and answer rates |
| How each rep is doing today | Rep performance (today) |
| How calls end, by disposition and by rep | Call outcomes |
| Volume, connects and sentiment in one view | Call activity |
| Who is leading, and which calls are worth a second listen | Team performance |
| Who dialed how much, day by day | Daily dialing |
| What the PowerDialer is working on right now | PowerList queue state |
| How last week compared, complete and final | Weekly calling effort |
Troubleshooting
I don't see company-wide numbers. Company-wide reporting is for admins and managers. Everyone else sees their own calls and texts.
My numbers differ from the Calls page. Reports count every call your business made, including very short calls and voicemails. The Calls page lists analyzed calls, which are calls with enough conversation to score. Compare the same set before comparing numbers.