Filter routes
Use the Filter and search controls in My Route Plan to narrow your routes by status, date, and more so you can focus on today's runs or one driver's work.
When your route list grows, scrolling to find the right run wastes time. Upper Route Planner gives you a Filter dropdown, a My Routes view dropdown, and a Search field on the My Route Plan page so you can narrow the table down to the routes you care about — today's runs, routes in a given status, or a specific route by name.
Before you start
- Plan — Filtering and search on My Route Plan are available on every plan, from Starter up.
- Routes in your list — Filters narrow the routes already saved in My Route Plan; they don't create or change routes.
Default labels in this article are Assign Drivers, Share to Drivers, and Delivery. Your workspace may show Technician and Service instead — the label set is configurable, so the controls map one-to-one even if the wording differs.
Where the filter controls live
Open the Plan group in the left sidebar and select Route Plan. This opens My Route Plan, the table of all your saved routes. Along the top of the table you'll find:
- Filter dropdown — narrow the table to a subset of routes.
- My Routes view dropdown — switch between saved views of the list.
- Search field — find a route by typing.
The table footer shows the total row count (for example, "Total Rows: 72"), a page-size selector, and pagination, so you can confirm how many routes match what you've narrowed to.
Narrow the list
Open My Route Plan
In the left sidebar, open the Plan group and select Route Plan.
Open the Filter dropdown
Click the Filter dropdown at the top of the routes table, then choose the criteria you want to narrow by.
Read the narrowed list
The table updates to show the matching routes. Check the Total Rows count in the footer to confirm how many routes matched.
Adjust or clear
Change your selection to widen or tighten the list, or clear it to return to the full set of routes.
To find a single route fast, type its name in the Search field instead of filtering. Routes are auto-numbered (for example, "Route Plan - 502"), so searching the number jumps straight to it.
Switch list views
The My Routes dropdown lets you switch between saved views of the route table. Use it alongside the Filter dropdown when you want to keep a regular view handy rather than re-applying the same filters each time.
Report on a slice of routes
If you want to summarize routes rather than just narrow the list, open the Route Plan Summary Report panel from My Route Plan. It has its own filters that scope the report:
- Date Range
- Select Route Plan (defaults to All)
- Route Plan Status (defaults to All)
- Stop Status (defaults to All)
This is the place to focus on a date range or a status — for example, all routes in a given week — when you need a report rather than a filtered table view.
Route statuses in Upper are Draft → Ready For Dispatch → Dispatched → In Transit → Completed. The Route Plan Summary Report's Route Plan Status filter uses these statuses. See What different route statuses mean for what each one tells you.
Troubleshooting
Related
Export a route to Excel or CSV
Export routes from Upper as Excel or CSV. Use Export Addresses for a quick address list, or the Route Plan Detailed Report in Analytics for full stop data.
Manually reorder stops after optimization
After Upper optimizes a route, reorder stops by hand to fit local knowledge the optimizer can't see, then lock the route so re-optimizing won't undo it.