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
This article provides the following information about the User Status Report, administrators comprehensively understand 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.:
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How to View the User Status Report
Select User Status from the inSight drop-down dropdown menu.
The User Status page opens.
Select the filters you would like to see on the report. (See the User Status Filters table below.)
Enter the report parameters in the Branch, and Team/Agent fields.
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.
The screen displaying the report data opens. (See the User Status Columnstable below for a description of the data contained in each column.)
User Status Report Filters
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Click Excel Export to export a copy of the report in an Excel file. |
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Filters
Filter | Description |
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Branch | Filters by |
branch | |
Team/Agent |
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Columns
The User Status Report contains the following columns.
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Streamline User Management and Lead Distribution with User Status Insights |
Column Name | Description |
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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 |
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Log History |
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Receive Leads |
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Receive Calls |
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On Call |
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How to Group Results by Column
The User Status Report results can be grouped by column.
Select the column header that by which you would like to group the results by. In this example, we will use Manager’s Manager Name.
Drag the column by the column header into the row above.
This
The results will now sort be sorted by the results by Manager’s Name.
