Planned Route Report Overview

The Planned Route Report gives you a day-by-day view of your routes before and after drivers hit the road. It breaks down each driver's stops, the units assigned to their route, and how those units are distributed across products and job types.

Use this report to spot workload imbalances across routes, verify that jobs are scheduled correctly, and make sure every driver is set up for a productive day.

Before You Start

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
• This report has four separate sections. Each section has its own data table and filter options.
• The Date filter is required in each section for the report to display correctly. It defaults to the next day.

Key Features

• Summary: Displays key Total Stops, Total Units, a Total Units by Type donut chart, and a Top Units by Driver bar chart.
• Filtering Options: Each section has filters specific to it to help you find the most relevant information.
• Important Tables: 
  • Details by Driver and Job: Shows a full breakdown of each driver’s route, including individual job-level detail.
  • Units by Driver and Product: Displays each driver’s unit count by the specific products assigned to their jobs.
  • Units by Driver and Day: Shows a color-coded matrix of unit counts per driver across a range of dates, designed for multi-day workload planning.

Run the Planned Route Report

To run the Planned Route Report, follow these steps: 

1. Click “Reports” in the top menu.
2. Scroll down and locate the Planned Route Report under the Operations Reports section.
3. Click the name of the report or the “Open Report” icon to run the report.

Panned Route Report Sections

There are four different views to access within the Planned Route Report: Summary, Details by Driver and Job, Units by Driver and Product, and Units by Driver and Day which can be accessed by clicking its tab at the top of the report.

Summary Section

The Summary section gives you a quick overview of the day’s workload across all drivers. Use it to get a high-level picture of what’s scheduled before digging into driver-level detail.

Summary Section Filters

To the right of the Summary section, you have several options to narrow down the data.

• Date: Defaults to the next day. Required for the report to display correctly.
• Driver: Filter the report to only show specific drivers.
• Status: Narrow results to show specific job statuses.
• Type: Filter the report to show specific job types.
• Company Name: Filter results by company. 
  • This filter is only applicable if you manage multiple accounts in ServiceCore.

Summary Tables

The Summary tab displays two displaying totals and two charts that give you an at-a-glance view of the day's workload.
 

• Total Stops: The number of stops scheduled across all drivers for your selected date.
• Total Units: The number of units across all jobs for your selected date.
• Total Units by Type: Displays your total units by job type: services, deliveries, pickups, and exchanges. Use this to quickly see how your workload is distributed across job types for the day.
• Top 10 Divers by Units: Ranks your top ten drivers by total unit count for the day. Use this to spot workload imbalances across your team at a glance.

Details by Driver and Job Section

The Details by Driver and Job section shows a full breakdown of each driver’s route for the selected date. Use it to review individual job assignments and verify that routes are set up correctly before drivers head out.

Details by Driver and Job Filters

To the right of this section, you have several options to narrow down the data.

• Date: Defaults to the next day. Required for the report to display correctly.
• Driver: Filter the report to only show specific drivers.
• Status: Narrow results to show specific job statuses.

Details Table

The Details table shows each driver as a row on the left side. Click the “+” button to the left of a driver’s name to expand their route and see columns showing a summary of that driver’s workload for the day.

TIP: Each driver’s assigned jobs are hyperlinked so you can open them in a new browser tab to review the details.

Units by Driver and Product Section

The Units by Driver and Product section shows each driver’s unit count by the specific products assigned to their jobs. Use it to verify that the right equipment is going out with the right driver.

Units by Driver and Product Filters

To the right of this section, you have several options to narrow down the data.

• Date: Defaults to the next day. Required for the report to display correctly.
• Driver: Filter the report to only show specific drivers.
• Status: Narrow results to show specific job statuses.
• Type: Filter the report to show specific job types.
• Product: Narrow results to show specific products. Use this to quickly see which drivers have a particular product type on their route for the day.

Units by Driver and Product Table

Each driver appears as a row on the left side. Click the “+” button to the left of a driver’s name to expand their row and see a breakdown of the products that driver will be handling.

TIP: Use the Product filter to zero in on a specific piece of equipment across all drivers.

Units by Driver and Day Section

The Units by Driver and Day section displays a color-coded matrix showing unit counts for each driver across a range of dates. It’s designed for planning workloads over multiple days rather than a single day.

Units by Driver and Day Filters

To the right of this section, you have several options to narrow down the data.

• Date: Defaults to the next day. Required for the report to display correctly.
• Driver: Filter the report to only show specific drivers.
• Status: Narrow results to show specific job statuses.
• Type: Filter the report to show specific job types.
• Number of Days Ago: This defaults to seven and is required for the report to show properly.
• Number of Days Later: This defaults to seven and is required for the report to show properly.
• Show Weekend: On by default, meaning units associated with weekend jobs appear in the report. Toggle this off if you don’t want to see weekend jobs.

Units by Driver and Day Table

The table starts by showing total unit counts assigned to each driver for your selected date range. 

Click the “+” button next to the date range to expand and see a full breakdown of units per product for each driver across that range.

TIP: Use the Number of Days Ago and Number of Days Later filters together to define your planning window. For example, set both to 3 to see a focused 7-day view centered on your selected date, or increase them to plan further out.

Sort the Planned Route Report

After applying filters, you can further sort the data in each report section.

To sort the report summary graphs and some tables:

1. Hover over the section so a menu appears in the top right corner of the section.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Sort.”
4. Select your “Sort By” preference.

Other sections in the report a little differently as you can use the headers of the columns to sort.

To sort sections using the column headers:

1. Click the options icon next to the header.
2. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Invoiced Customer Number column will sort numerically while the Customer Name column will sort alphabetically.
      

Export or Send the Planned Route Report

You can export or email any section of the Planned Route Report.

Export the Report

Once you have a section of your report displaying the information you want, you can download it for your records. 

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.
      

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading a section of the report to your computer, you can also email a section.

1. Hover over the section so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.
    

   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject, select specific attachments and file types, or send the report as a .zip file.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!