The User Status Report is a powerful tool that provides a comprehensive view of all users within our 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 users and track their use of Insellerate easily.
The User Status Report includes essential information such as the last login date and time, allowing administrators to assess user activity 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 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 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.
How to View User Status Report
Select User Status from the inSight drop-down menu.
The User Status page opens.
Select the filters you would like to see on the report. (See the User Status Filters table below.)
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.
The screen displaying the report data opens. (See the User Status Columns table below for a description of the data contained in each column.)
User Status Report Filters
Users select options from the following filters when running a User Status Report.
Filter | Description |
|---|---|
Branch | Filters by Branch |
Team/Agent |
|
User Status Report Columns
The User Status Report contains the following columns.
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 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 on it to open the Log History for user (results can be exported) |
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 |
Ability to Group by Column
The User Status Report results can be grouped by column.
Select the column header that you would like to group the results by. In this example, we will use Manager’s Name.
Drag the column by the column header into the row above.
This will now sort the results by Manager’s Name.
