Access historical data
Reach historical route, stop, and driver data in Upper from the Dashboard KPIs, the Analytics reports with export, or the Route Plan for a specific route.
Upper gives you three places to reach data from past routes: the Dashboard for top-level KPIs over a date range, Analytics for detailed reports you can filter and export, and the Route Plan for a specific past route's stop-level detail. Which one you start with depends on whether you want a trend, a report, or one route.
Historical data turns Upper from a daily ops tool into an operations record — track on-time rate over a period, compare drivers, audit a single delivery for a customer claim, or export raw data for billing and reconciliation.
Default labels in Upper use driver and delivery (for example "Total Delivery Stops"). Your workspace can be set to show technician and service instead — if so, read those labels in place of driver/delivery throughout.
Three surfaces, three jobs
| You want | Use this surface |
|---|---|
| Top-level KPIs over a date range (routes completed, stops completed, on-time rate) | Dashboard |
| A detailed report you can filter, sort, customize columns on, and export | Analytics (left sidebar → Track → Analytics) |
| One past route's stop-level detail | Route Plan |
Dashboard: trend KPIs over a date range
The Dashboard is the home page. It shows KPI cards and charts for whatever date range you pick.
Open the Dashboard
It is your home screen after you log in at my.upperinc.com.
Set the date range
Use the date-range control in the top right. The presets are Today, Yesterday, 7 days, 30 days, 90 days, and Custom.
Read the KPI cards and charts
The five KPI cards update for the range you chose: Total Routes Completed, Total Stops Completed, On-Time Delivery Rate, Missed/Skipped Stops, and Average Stops per Route. Below them, the Route Performance and Driver Performance sections break the numbers down by route and by driver.
On the Starter (free) plan, the five KPI cards stay visible, but the Route Performance and Driver Performance sections are blurred behind an Upgrade to View button with a PRO badge. Upgrade to see the per-route and per-driver breakdowns.
Analytics: detailed reports you can export
Analytics (left sidebar → Track → Analytics) shows reporting tables you can filter, customize, and export.
Open Analytics
In the left sidebar, open the Track group and select Analytics.
Pick a report
Use the View by dropdown to choose a report. The available reports are Route Plan Summary Report, Route Plan Detailed Report, Route Plan SMS Detailed Report, Route Plan Email Detailed Report, and Driver Timesheet Report. Click the star next to a report to set it as your default for next time.
Set the date range and filters
Open the Filter panel (top-right icon). Set the Date Range (defaults to the last 7 days), then narrow by Drivers, Select Route Plan, Route Plan Status, or Stop Status as needed, and choose Apply.
Customize columns (optional)
Use the Customize Columns icon to open the Edit Column modal. Check a column to include it, uncheck to remove it, and drag the selected columns to reorder. Your choices are saved per report.
Export
Choose Export (top-right) to open the Export modal. Name the file, pick the format (CSV or XLS), choose the fields under the Default or Custom tab, optionally tick Send e-mail when Export is complete, and choose Start Export.
For trend questions ("did on-time rate improve this month?"), start on the Dashboard. For a one-off audit ("what time did Tuesday's first stop close?"), open that route in the Route Plan. Analytics is for everything in between — filtered comparisons and exports.
Route Plan: a specific past route
To pull stop-level detail for one route — arrival times, completion, and proof of delivery — open it from the Route Plan rather than a report.
Open the Route Plan
Find the route you need and open it for its stop-level detail.
Read the stop detail
The Route Plan Detailed Report in Analytics carries the same per-stop fields if you want them in a table — including Start At, Arrive At, Completion Time, Stop Status, Reason, notes, Photo, and Signature.
Data semantics
- ETAs and durations are based on historical traffic data.
- On a route, Est Duration is the estimate and Actual Duration is what was recorded. Stop-level Service Time is the average time per stop.
- In tables, the footer shows Total Rows: N with Prev / Next pagination, and Rows per page can be set to 10, 25, 50, or 100 (default 10). An empty table shows No data available.
Frequently asked
Related
Get help
Where to find answers in Upper: the in-app Help & FAQ, the support chat, the email team, and links to download the mobile apps.
Access the analytics dashboard
The Upper dashboard loads automatically when you log in. See top-level KPI cards, route performance, and driver metrics at a glance — no extra navigation.