Description

The User Status Report is a powerful tool that provides a comprehensive view of all users within our in the Insellerate system , organized by branch, role, and manager. This report offers valuable insights into user activity and helps monitor their current login status. This report allows administrators to identify active Administrators can use the report to identify current users and track their use of Insellerate easilyactivity.

The User Status Report includes essential information such as the last login date and time, allowing that allows administrators to assess user activity, review login patterns, and identify potential issues or irregularities. Additionally, the report features a column that displays the log-on history, providing a detailed overview of user login patterns.In addition to user activity, the User Status Report The report also presents lead settings for each user. Administrators can quickly determine if users are set to receive leads and calls or are currently engaged in a call. This information enables efficient lead distribution and management, ensuring users receive the appropriate leads at the right time.

By utilizing the User Status Report, administrators comprehensively understand can gain a comprehensive understanding of user activity, login patterns, and lead settings. This valuable tool aids in monitoring user engagement, optimizing lead distribution, and maintaining effective communication channels within the system.

This article provides the following information about the User Status Report:

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How to View the User Status Report

1. Select User Status from the inSight drop-down menu.
   

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2. The User Status page opens.
   

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3. Select the which filters you would like to see on the report. (See the User Status Filters table below.)
   

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   use from the Branch and Team/Agent drop-down menus.
   

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4. Click Run Report. The report may take up to one minute to open based on the length of the time period and/or the number of Users users in the system.
   

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5. The screen displaying the report data opens. (See the User Status Columns table below for a description of the data contained in each column.)
   

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Filters

Users select options from the following filters when running a User Status Report.

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Columns

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Info
Streamline User Management and Lead Distribution with User Status Insights.

Column Name	Description
Branch	Unique name for a branch.
Role Name	User’s role
Manager Name	Name of the User’s Manageruser’s manager
User	Name of system users
User Status	Shows if the user is Logged logged On or Off
Logged On/Off Date	Displays Green green if Logged logged On and shows the time of log on Displays Red red if Logged logged Off and shows the time the user logged off
Log History	Click on it to open the Log History for a user (results can be exported)
Receive Leads	Displays Green green and On if the User user is set to receive leads Displays Red red and Off if the User user is set to not receive leads
Receive Calls	Displays Green green and On if the User user is set to receive calls Displays Red red and Off if the User user is set to not receive calls
On Call	Displays Green green and On if the User user is currently on a call Displays Red red and Off if the User user is not currently on a call

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How to Group Results by Column

The User Status Report results can be grouped by column.

1. Select the column header that by which you would like to group the results by. In this example, we will use Manager’s Name.
   

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2. Drag the column by the column header into the row above.
   

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3. This The results will now sort be sorted by the results by Manager’s Name.
   

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