Check email notification history
Review the email notifications Upper sent to your customers in the Route Plan Email Detailed Report under Analytics. Filter by route, date, or stop, then export.
When a customer says they never got their email update, you can check exactly what Upper sent. The Route Plan Email Detailed Report in Analytics lists the email notifications that went out, the stop each one was tied to, the recipient, and its status — enough to settle most "did it send?" questions.
Labels can vary by workspace. This article uses the default delivery labels. A workspace set up for service businesses may show "Service" wording instead, but the report works the same way.
The Email Detailed and SMS Detailed reports are available on the Optimize and Enterprise plans. On Starter and Professional these report types are not shown in the View by dropdown.
Where to find it
The report lives under Analytics, in the Track group of the left navigation. Analytics offers several report types; the one for email notifications is the Route Plan Email Detailed Report.
Open the email report
Go to Analytics
In the left navigation, under Track, click Analytics.
Choose the email report
Open the View by report dropdown at the top of the page and select Route Plan Email Detailed Report.
Read the results
Each row is one email tied to a stop. Columns include the route name, route date, the driver/technician on the route, the stop address and number, the customer's full name and email, the message that was sent, and an Email Status column.
The Message column shows the body of the email that was sent for that stop. In the on-screen preview it may display some formatting as raw tags (for example <strong>); the customer still receives the formatted email.
Filter to the rows you need
Use the filter icon at the top right of the report to narrow the list, then click Apply. Available filters:
- Date Range
- Select Route Plan
- Drivers
- Route Plan Status
- Stop Status
Choose which columns show
To change what the table displays, open the Customize Columns control (the column/edit icon next to the filter). In the Edit Column window you can:
- Check or uncheck a column to show or hide it (including Email Status).
- Drag the selected columns to reorder them.
- Click Restore Settings to return to the defaults.
Click Done to apply your changes.
Export the report
To keep a copy or share it, click Export at the top right of the page. In the Export window you can:
- Set the file name and choose CSV or XLS.
- Use the Default tab for the standard fields, or the Custom tab to pick and reorder exactly which fields to include.
- Select Send e-mail when Export is complete if you want a notification once the file is ready.
Click Start Export to generate the file.
For a single customer dispute, set the Date Range to the delivery day and Select Route Plan to that route, then scan the rows for the customer's name or email. That usually surfaces the exact email in a few seconds.
Related
Change the company name in notifications
Update your company name in Upper from Settings > Notifications. It fills the [Company Name] tag used across your email and SMS notification templates.
Check SMS notification history
Review every customer SMS Upper sent in the Route Plan SMS Detailed Report in Analytics — see the recipient, message, status, segments, and cost per text.