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User Status Report

User Status Report

Owned by Tristy Lee (Unlicensed)
Last updated: Jan 20, 2025 by Rebecca Kornblum
3 min read

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.

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

How to View the User Status Report

  1. Select User Status from the inSight dropdown menu.

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  2. The User Status page opens.

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  3. Enter the report parameters in the Branch, and Team/Agent fields.

     

  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.)

     

Click Excel Export to export a copy of the report in an Excel file.

Filters

Filter

Description

Filter

Description

Branch

Filters by branch

Team/Agent

  • Filters by team or agent

  • Always defaults to All when first opened

Columns

Column Name

Description

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

How to Group Results by Column

The User Status Report results can be grouped by column.

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

     

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

     

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

     

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