Last Updated: February 01 2024
Zone Report
Overview
This report displays employees / contractors and the zones they are assigned to in their card files. To use this report, you need to create zones and assign them to employees / contractors. Learn more in How to Use Zones.
This is useful for human resource or employee managers to ensure technicians can be scheduled to a specified zone.
You can assign a technician to a zone in Details > Schedule in their card file. Learn more in How to Use Zones.
Learn about other Technician reports in Technician Reports.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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To run the report:
- Go to Reports
> View Reports.
- Click Technicians > Zone.
- Select the Employee.
- Select the Zone.
- Under Employee Type, select if you wish to Show Both Employees and Contractors or to show Employees Only or Contractors Only.
- Click Search.
Each of your zones is a separate report column. If an employee is assigned to that zone, they have a in the column. If they are not assigned to that zone, there is a red cross.
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You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.
To download the report:
- Generate the report as required.
- Click the
icon in the top right, then click CSV.
- View, print or save the CSV, as required.