Export data for external analysis
Export any Upper Analytics report so you can analyze it in Excel, Google Sheets, or your BI tool. Filter first, pick your columns, then export the file.
Upper's in-app reports cover day-to-day checks, but for pivot tables, year-over-year trends, custom KPIs, or feeding a BI tool you'll want the raw data outside Upper. Every report in Analytics exports a file you can open in Excel, Google Sheets, or any tool that reads exported report data. The trick is to filter and choose your columns inside Upper first, so the file you pull out is already focused.
Your workspace may show Technician and Service labels instead of Driver and Delivery (for example "Technician Name" or "Total Service Stops"). The labels are configurable per workspace — the reports and the export behavior are the same.
Before you start
- Decide which report answers your question. The Route Plan Detailed Report has the widest set of stop-level columns and is the usual starting point for analysis. See Available pre-built reports for the full list.
- Have your destination tool ready — Excel, Google Sheets, Tableau, Power BI, or anything that ingests an exported data file.
Export a report
Open Analytics
In the left sidebar, open Track → Analytics. The page header reads Analytics.
Choose your report
Click the View by dropdown and select the report you want to export.
Filter to the rows you need
Click the Filter icon (top-right), set your filters, then click Apply. Filtering inside Upper keeps the export focused — one driver, one week, one route plan — so you don't have to cut down a large file afterward. Available filters depend on the report and can include:
- Date Range — every report; defaults to the last 7 days
- Select Route Plan — Summary, Detailed, SMS, and Email reports
- Drivers — every report
- Route Plan Status and Stop Status — Summary and Detailed reports
Pick your columns
Click the Customize Columns icon (the table/grid icon, top-right) to open the Edit Column dialog. Search for columns, check the ones you want, drag them into the order you need, then click Done. Your selection is saved per report, so the next view and export reuse the same layout.
The Driver Timesheet Report has a fixed set of columns and no Customize Columns option — it exports its standard columns (driver, date, clock-in/out times and locations, shift duration, and status).
Export the file
Click the Export button (top-right) to open the Export dialog. Set the Export File Name, choose a Format, and under Fields pick Default to use the report's default fields or Custom to select and reorder exactly the fields you want. Optionally check Send e-mail when Export is complete, then click Start Export.
Filter and set your columns before you export. A focused file (one driver, one week, only the columns you need) is faster to analyze than a wide export you have to trim again in your spreadsheet.
What you can pull out, by report
Each report exports its own data shape. Use the report that matches the grain of analysis you need:
| Report | One row per | Good for |
|---|---|---|
| Route Plan Summary Report | Route | Routes-per-driver, on-time trends, estimated vs. actual duration |
| Route Plan Detailed Report | Stop | Stop-level audits, time windows, arrival/completion times, proof of delivery |
| Route Plan SMS Detailed Report | SMS | Notification delivery, cost, and failure analysis |
| Route Plan Email Detailed Report | Email notification delivery and status | |
| Driver Timesheet Report | Shift | Hours worked, clock-in/out times and locations |
The SMS, Email, and Driver Timesheet reports only appear for workspaces whose plan and settings include them. If a report isn't in your View by list, it isn't enabled for your workspace.
Tips for clean exports
- Start from the Detailed Report when you're unsure — it offers the widest column set, and you can always remove columns you don't need.
- Build your column preset once. Column choices persist per report, so a layout you set up for, say, a monthly KPI export is reused next time.
- Match the report to the question. A route-level summary for leadership decks; stop-level detail for delivery audits.
Troubleshooting
Related
Export all route data
Export full stop-level route data from Upper's Route Plan Detailed Report. Set a date range, pick your routes and columns, and download as CSV or XLS.
Export proof of delivery images
Export proof-of-delivery photos and signatures from Upper — as a PDF Detailed Report with embedded images or a CSV with Photo and Signature columns.