How to Run Customer Visits Report

Related Questions

  • How do I run a customer visits report?
  • How to run a report that will show daily stops at the zone?
  • How do I get a report that'll show me if a vehicle went to a certain address?
  • How do I run a report that shows total time in a zone?
  • How do I run a report that shows the duration of time spent in a zone?
  • How to pull up a trip history report of a vehicle that went into zones?

Applies To

  • MyGeotab
  • Reports 

Procedure

  1. Select Zones and Messages 
  2. Select Customer Visits 
  3. Select vehicles desired 
  4. Go to Options box
  5. Select Date Period
  6. Select desired zone
  7. Click Apply Changes
  8. Click View
  9. Select Advanced
  10. Click PDF or Excel  to download report 

 Additional Note

  • If zones are not showing up on the report after selecting a specific zone types in the Options box, please ensure that zones type get categorized correctly by navigating to Zones & Messages > Zones > select a desire zone to modify > click Save