Generate a delivery summary report
Generate a delivery summary report in Upper's Analytics: the Route Plan Summary Report rolls up duration, status, and stop counts per route, then exports.
The Route Plan Summary Report in Analytics gives you the headline numbers for your routes — one row per route, with estimated vs. actual duration, status, and stop counts — without the stop-by-stop detail. It is the report you skim for trends, share with leadership, or export for a monthly review. Apply filters, review the table, then export.
Your workspace may show Technician and Service labels instead of Driver and Delivery (for example "Total Service Stops"). The labels are configurable per workspace — the report and its behavior are the same.
What the summary report shows
The Route Plan Summary Report has one row per route. Its default columns are:
| Column | What it shows |
|---|---|
| Route Name | The route the row summarizes |
| Driver Team | The driver/technician assigned to the route |
| Date | The route date |
| Est Duration | Estimated route duration |
| Actual Duration | Recorded actual duration |
| Status | Route status (Draft, Ready for Dispatch, Dispatched, In Transit, Completed) |
| Total Stops | All stops on the route |
| Delivered Stops | Stops completed successfully |
| Skipped/Missed Stops | Stops not completed |
| Created By | Who built the route |
Durations are based on Upper's historical drive-time data, not minute-by-minute live conditions. Est Duration is the planned estimate; Actual Duration is what was recorded on the route.
Generate the report
Open Analytics
In the left sidebar, open Track → Analytics. The page header reads Analytics.
Select the Route Plan Summary Report
Click the View by dropdown and choose Route Plan Summary Report.
Click the star next to the report to make it your favorite. Your favorite report loads automatically the next time you open Analytics.
Apply filters
Click the Filter icon (top-right) to open the filters panel, set your filters, then click Apply:
- Date Range — defaults to the last 7 days
- Select Route Plan — all route plans or a specific one
- Drivers — all or specific drivers/technicians
- Route Plan Status — All, Upcoming, Dispatch, Dispatched, Active, or Completed
- Stop Status — All, Success, or Fail
Review the summary
The table shows one row per route. The footer reads Total Rows: N; use the pagination controls and the rows-per-page menu (10, 25, 50, 100; default 10) to page through larger result sets. Most columns sort by clicking the column header.
The Route Plan Status filter uses friendly labels — Upcoming, Dispatch, Dispatched, Active, Completed — that map to Upper's route statuses: Draft, Ready for Dispatch, Dispatched, In Transit, Completed. For finished-route reporting, filter to Completed.
Customize the columns
To change which columns appear, click the Customize Columns icon (the table/grid icon, top-right). The Edit Column dialog opens:
- Search the left-hand list and check or uncheck columns to include or remove them.
- Drag the rows under Selected Column to reorder them.
- Use Restore Settings to return to the defaults, then Done to apply.
Your column choices persist per report, so later views and exports keep the same layout.
Export the report
Click the blue Export button (top-right) to open the Export dialog:
Name the file
Set Export File Name (pre-filled with the report name).
Choose a format
Pick CSV or XLS.
Choose the fields
Use the Default tab for the report's standard fields, or the Custom tab to select exactly which fields to include and reorder them.
Start the export
Optionally check Send e-mail when Export is complete, then click Start Export.
For a recurring summary (weekly or monthly), set up scheduled delivery instead of exporting by hand — see Schedule automated reports.
Troubleshooting
Related
Export stop addresses after route completion
Pull a stop address list from a completed Upper route — quick Export Addresses, a CSV from Analytics with address columns, or the PDF Detailed Report.
Generate a driver activity report
Build a complete driver activity report in Upper by combining the Driver Timesheet Report for hours worked with the Route Plan Detailed Report for delivery activity.