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

  2. The User Status page opens.

  3. Select which filters you would like to use from the Branch and Team/Agent drop-down menus.

  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 in the system.

  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.)

Filters

Filter

Description

Branch

Filters by Branch

Team/Agent

  • Filters by team or agent

  • Always defaults to All when first opened

Columns

Column Name

Description

Branch

Unique name for a branch

Role Name

User’s role

Manager Name

Name of the user’s manager

User

Name of system users

User Status

Shows if the user is logged On or Off

Logged On/Off Date

  • Displays green if logged On and shows the time of log on

  • Displays red if logged Off and shows the time the user logged off

Log History

  • Click to open the Log History for a user (results can be exported).

  • The Log History only looks at the last seven days of the login history.

Receive Leads

  • Displays green and On if the user is set to receive leads

  • Displays red and Off if the user is set to not receive leads

Receive Calls

  • Displays green and On if the user is set to receive calls

  • Displays red and Off if the user is set to not receive calls

On Call

  • Displays green and On if the user is currently on a call

  • Displays red and Off if the user is not currently on a call

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How to Group Results by Column

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