Description

The User Status Report provides a comprehensive view of all users in the Insellerate system organized by branch, role, and manager. Administrators can use the report to identify current users and track their activity.

The User Status Report includes essential information that allows administrators to assess user activity, review login patterns, and identify potential issues or irregularities. 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 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:

How to View the User Status Report

Select User Status from the inSight drop-down menu.
The User Status page opens.
Select which filters you would like to use from the Branch and Team/Agent drop-down menus.
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.)

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)
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

How to Group Results by Column

The User Status Report results can be grouped by column.

Select the column header by which you would like to group the results. In this example, we will use Manager’s Name.
Drag the column by the column header into the row above.
The results will now be sorted by the Manager’s Name.