Create compliance reports
Build compliance records in Upper from the Route Plan Detailed Report (delivery proof) and Driver Timesheet Report (driver hours), then export to CSV or XLS.
Upper gives you the raw material for most compliance records — delivery proof, driver hours, and route history — inside Analytics. You compile a compliance report by choosing the right report, applying filters for your audit period, picking the columns that matter, and exporting the result.
This guide uses the default driver / delivery labels. Your workspace may instead show technician / service (for example, "Driver Timesheet Report" may read "Technician Timesheet Report"). The label is configurable per workspace — the steps are the same.
Why this matters
Compliance is rarely about a single field — it's about being able to prove what happened, when, and by whom. Keeping delivery proof and driver hours in one place means the audit trail stays consistent across your operation, and you can reproduce it on demand for a contract customer, an insurer, or an internal review.
Before you start
- Retention window — Upper keeps historical data per plan: Starter 6 months, Professional 1 year, Optimize 2 years, Enterprise custom. Anything past your window is deleted permanently, so plan exports accordingly. See Data retention policy.
- Report availability — The Summary and Detailed reports are available to everyone. The Driver Timesheet Report appears in the View by list only when your workspace has shift-hours tracking enabled. Whether the SMS and Email Detailed reports appear depends on your plan and workspace settings.
Delivery compliance (proof of delivery)
The Route Plan Detailed Report has one row per stop, which makes it the backbone of a delivery audit.
Open Analytics
In the left sidebar, go to Track → Analytics.
Choose the Detailed report
From the View by dropdown, select Route Plan Detailed Report.
Filter to your compliance period
Open the Filter panel and set the Date Range to your audit window. Narrow further with Select Route Plan, Drivers, Route Plan Status, and Stop Status as needed, then click Apply.
Pick the compliance columns
Click the Customize Columns icon to open the Edit Column modal. Check the columns that prove the delivery, and drag to reorder:
- Stop Address, Start At, Arrive At, Completion Time
- Stop Status, Reason
- Notes From Driver
- Photo, Signature
- Latitude, Longitude, Attempted Lat, Attempted Long
Click Done. Your column choices are saved for this report.
Export the record
Click Export. In the Export modal, set the Export File Name, choose a Format (CSV or XLS), and use the Default or Custom field tab to confirm which fields are included. Optionally tick Send e-mail when Export is complete, then click Start Export.
Driver hours compliance
For shift and hours records, use the Driver Timesheet Report. It has fixed columns: Driver Name, Date, Clock In, Clock In Location, Clock Out, Clock Out Location, Shift Duration, and Status. The location entries link out to a map at the clock-in/out coordinates.
Open the Timesheet report
Go to Track → Analytics, then choose Driver Timesheet Report from View by.
Filter by driver and period
Open the Filter panel, set the Date Range and Drivers, optionally set Status (Clocked In / Clocked Out), and click Apply.
Export
Click Export, choose CSV or XLS, and click Start Export.
If the Driver Timesheet Report isn't in the View by list, shift-hours tracking isn't enabled for your workspace. Contact us at support@upperinc.com to turn it on.
Route adherence
Where you also need to show how a driver got from stop to stop — actual path, arrival and departure times, time on site — review route adherence alongside the delivery record. For the dispatcher-facing walkthrough of reviewing a driver's activity and adherence, see Audit driver activity and route adherence. Combining that with the Detailed report export gives you both what was delivered and how the route was run.
After your plan's retention window, Upper deletes historical data permanently and it can't be recovered. For multi-year compliance requirements, schedule recurring exports to your own storage before the data ages out.
Common scenarios
- Monthly delivery audit for a contract customer — Route Plan Detailed Report, filtered to that customer's route plans and the month's date range, exported with the proof columns (Photo, Signature, Notes From Driver, Completion Time, Stop Status).
- Quarterly driver hours review — Driver Timesheet Report, last 90 days, all drivers, exported to CSV or XLS.
- Insurance audit on a specific incident — Export the Detailed report for that route, and pair it with the route-adherence review for the same route so the file shows both the delivery proof and the path taken.
Need a custom format?
If your regulator or contract requires a specific layout the standard columns don't cover, contact us at support@upperinc.com or through in-app chat to discuss options.
Related
Compare performance across time periods
Compare two periods in Upper by swapping the Dashboard date range or exporting reports for side-by-side review in a spreadsheet — week over week or month over month.
Customize report parameters
Filter Upper analytics reports by date, driver, route, or status, then choose which columns appear and in what order. Your column choices are saved per report.