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Productivity: How to run Zone Visits report

Updated 

Procedure

  1. Select the Map > Zones... > Zone Visits or the Productivity > Zones > Zone Visits option from the main menu.
  2. Select the desired vehicles from the Search assets dropdown, filtering by group if needed.
  3. Click Options.
    • Search assets dropdown on the Zone Visits page of MyGeotab
  4. Select a Date Period for the report.
    • Zone Visits report options menu in MyGeotab
  5. Make a selection for Include archived (historical) data and View by.
  6. Under Zone Types, select the Zone Type(s) you are interested in running the report for.
  7. Select the specific Zones from the specified zone type to include in the report, if needed.
    • Zones dropdown that appears when a zone type is selected in the options menu
  8. Click Apply changes.
  9. Click Report and select Summary or Details to see the your download options for the report.
    1. Select Standard or Advanced to download the Excel report.
    2. Click on the More icon and select Prepare PDF to download the report as a PDF.
      • Prepare PDF option for a Zone Visits report

Additional Notes

If zones are not showing up on the report after selecting a specific zone types in the Options box, please ensure that the zone's type gets categorized correctly by:

  1. Select the Map > Zones... > Zones or the Productivity > Zones > Zones option from the main menu.
  2. Select a desired zone to modify.
  3. Adjust the zone to have the desired Types.
    • Types option when editing a zone in MyGeotab
  4. Click the Save button when finished.
NOTE: Have multiple zones to adjust? View the article Zones: How to bulk edit zones.