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.
Upper's analytics reports give you two layers of control: filters that narrow what data the report shows, and columns that decide which fields appear and in what order. Set them once and Upper remembers your column choices for that report.
Why this matters
A detailed report can carry dozens of columns. Most teams only need a handful for any given task. Filtering to the right routes and dates — and trimming the columns to what matters — turns a wall of data into a report you can actually read.
Where to find the controls
Open Analytics from the Track group in the left sidebar. Use the View by dropdown to pick a report, then look at the top-right of the page for three controls:
- Filter icon — opens the filters side panel.
- Customize Columns icon (table/grid icon) — opens the Edit Column modal.
- Export button — opens the Export modal so you can download the report.
This article uses Upper's default driver and delivery labels. Your workspace may show technician and service instead — the wording is configurable, but the controls work the same way.
Filter a report
Open Analytics
Go to Track → Analytics in the left sidebar.
Pick a report
Choose a report from the View by dropdown.
Open the Filter panel
Click the Filter icon in the top-right. A side panel opens, titled with the current report name.
Set your filters
Adjust the filters you need (see the table below), then click Apply.
The filters available depend on which report you have open:
| Filter | Options | Reports it applies to |
|---|---|---|
| Date Range | Date picker (clearable); defaults to the last 7 days | All reports |
| Select Route Plan | All, or specific route plans | Summary, Detailed, SMS, Email |
| Drivers | All, or specific drivers/technicians | All reports |
| Route Plan Status | All, Upcoming, Dispatch, Dispatched, Active, Completed | Summary, Detailed |
| Stop Status | All, Success, Fail | Summary, Detailed |
| SMS Type / SMS Status | Message-type and delivery-outcome filters | SMS Detailed |
| Email Type / Email Status | Message-type and delivery-outcome filters | Email Detailed |
| Status | All, Clocked In, Clocked Out | Driver Timesheet |
The Route Plan Status filter shows friendly labels — Upcoming, Dispatch, Dispatched, Active, Completed — that map to the route statuses Draft, Ready for Dispatch, Dispatched, In Transit, and Completed.
Choose which columns appear
Open the Edit Column modal
With a report open, click the Customize Columns icon (the table/grid icon) in the top-right. The Edit Column modal opens.
Add or remove columns
On the left, under Column, use the Search box to find a field, or Select All to add everything. Check a column to include it; uncheck it to remove it.
Reorder the selected columns
On the right, under Selected Column (N), drag the rows up or down to set the order they appear in.
Save your layout
Click Done. Your column choices are saved for that report and reapplied next time you open it.
Available columns differ by report. For example, the Route Plan Detailed Report offers one row per stop with columns such as Route Name, Route Date, Driver Name, Stop Address, Full Name, Start At, Arrive At, Completion Time, Stop Status, Reason, Notes From Driver, Photo, Signature, Service Time, and time-window fields — among others. The Route Plan Summary Report offers route-level columns such as Date, Est Duration, Actual Duration, Status, Total Stops, and Delivered Stops.
Set up a column layout for each report you run regularly. A weekly delivery audit and a monthly driver review need different fields — configure each report once and Upper keeps that layout.
The Driver Timesheet Report uses a fixed set of columns and has no Customize Columns option.
Reset columns to the default
To return a report to its original columns, open the Edit Column modal and click Restore Settings (bottom-left). This clears your custom layout and reapplies the report's defaults.
Filters and columns when exporting
When you click Export, the Export modal lets you choose the fields for the exported file independently of the on-screen columns:
- Export File Name — pre-filled with the report name; edit it if you like.
- Format — choose CSV or XLS.
- Fields — the Default tab uses the report's standard field set; the Custom tab lets you pick exactly which fields to include (with Select All / Select None) and reorder them.
- Send e-mail when Export is complete — optional checkbox.
- Start Export — begins the download.
For the full export walkthrough, see Export reports — PDF and CSV.
Troubleshooting
Related
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.
Customize the dashboard view
Change the date range on Upper's Dashboard to reshape your KPI cards and charts, and learn how Enterprise teams can request a custom dashboard layout.