Generate a proof of delivery report
Proof of delivery data lives in Upper's Route Plan Detailed Report. Add the POD columns in Analytics, then export the report as CSV or XLS.
Proof of delivery (POD) data — driver notes, photos, signatures, and completion times — is captured in Upper's Route Plan Detailed Report. Add the POD columns to that report in Analytics, then export the results as a CSV or XLS file you can keep as a record or hand to a customer.
POD reports prove that deliveries happened. They settle customer disputes, support contract audits, and serve as the record for insurance or compliance reviews.
This article uses Upper's default labels — driver and delivery. If your workspace is set up for field service, you may see technician and service instead (for example, "Service Time" rather than "Delivery"). The steps are the same.
Before you start
- The driver has to capture the proof. Photos, signatures, and notes only appear in the report if the driver recorded them at the stop. Stops without POD show blank in those columns.
- The route should be completed. POD fields fill in as drivers work and complete their stops.
Find the Route Plan Detailed Report
In the left sidebar, open Track → Analytics.
Use the View by dropdown at the top of the page to select Route Plan Detailed Report. This report shows one row per stop.
Open the Filter panel (the filter icon, top-right) and narrow the report to what you need:
- Date Range — the delivery window you're reporting on (defaults to the last 7 days).
- Select Route Plan — a specific route, or leave on All.
- Drivers — one driver, or leave on All.
- Stop Status — All, Success, or Fail (use Fail to pull only failed deliveries).
Click Apply.
Add the POD columns
The Detailed Report doesn't show every column by default, so add the POD fields before you export.
Click the Customize Columns icon (the table/grid icon, top-right) to open the Edit Column dialog.
On the left, check the POD-related columns you want. The Detailed Report includes:
- Notes From Driver
- Photo
- Signature
- Completion Time
- Stop Status
- Reason (the explanation recorded on a failed stop)
You can also use the search box to find a column by name, or Select All to add everything.
On the right, under Selected Column, drag the rows to set the order they appear in the export.
Click Done. Your column choices are saved for this report. (Use Restore Settings if you want to go back to the defaults.)
Export the report
Click the Export button (top-right).
In the Export dialog, set the Export File Name (it's pre-filled with the report name) and choose a Format — CSV or XLS.
Choose your fields:
- Default uses the report's standard field set.
- Custom lets you pick exactly which fields to include and reorder them — use this to make sure the POD columns are in the file.
If you'd like a copy emailed to you when the file is ready, tick Send e-mail when Export is complete.
Click Start Export.
In a CSV or XLS file, photos and signatures come through as image links rather than embedded pictures. Open a link while you're signed in to Upper to view the image.
Accordions / FAQ
Related
Generate a failed delivery report
Filter Upper's Route Plan Detailed Report by Stop Status to see only failed stops, review the reason for each, and export the list as CSV or XLS for analysis.
Generate a compliance/audit report
Build a compliance and audit trail in Upper from the Route Plan Detailed Report, the Driver Timesheet Report, and a driver's actual route path.