After you create routes, you can review them, make changes to entire routes, and export route data. This article explains how to do each of these tasks.
| Who can use this feature | |
| All plans | |
| All users | |
| All regions | |
What is a planned route summary?
A planned route summary gives you an overview of your planned routes for the selected date or planning range. It helps you quickly compare routes and review details such as:
- Assigned driver and vehicle
- Planned distance and duration
- Number of stops
- Planned start and end times
- Load capacities
You can also add more columns to review details such as travel time, waiting time, service duration, and route efficiency.
Route summaries show planned route data only. To compare planned routes with what actually happened, use Planned vs. Actual in Analytics.
Viewing the planned route summary
Route summaries are automatically generated after planning.
To see an overview of your routes:
- Go to "Plan and Optimize"
- Click on the "Routes" tab
- Choose the date or planning range (for weekly planning) you want to view
In the "Routes" tab, you will get an overview of the routes you have planned for those selected dates.
By default this overview will contain:
| Column | Definition |
|---|---|
| Driver | The driver assigned to the route. |
| Vehicle | The vehicle assigned to the driver of the route. |
| Distance | The total planned driving distance, including travel from the start location and to the end location. The summary shows totals for each route and all routes. |
| Duration | The total planned route time, including travel from the start location and to the end location. The summary shows totals for each route and all routes. |
| # stops | The number of planned stops on the route, including breaks and depot stops. |
| Start time | The planned route start time, based on the driver's work shift and start location. |
| End time | The planned route end time. |
| Load capacities | The active load capacities for each route, including totals across all routes. |
| This route summary only shows the planned routes. To see a comparison of the planned vs. actual routes, visit the analytics section. |
Adding more data to route summary
There are other columns you can also add to your route summary.
To add additional data:
- In the "Routes" tab, click on any of the data columns
- Click on the arrow that appears
- Click the option called, "Columns"
- Enable or disable columns to show in the route summary.
Additional data includes:
| Column | Definition |
|---|---|
| Shift Utilization | The percentage of the driver's shift spent servicing orders, excluding breaks. |
| Shift Efficiency | The percentage of the driver's shift spent servicing orders compared with driving time. |
| Shift Duration | The driver's total work time, excluding breaks. |
| Service Duration | The total planned time the driver will spend servicing orders on the route. |
| Efficiency | The percentage of the route spent servicing orders compared with driving time. |
| Break | The planned time range for the driver's break. |
| Travel time | The total planned time spent traveling between stops. |
| Waiting time | The time the driver spends idling at a location before they are supposed to begin service within a particular time window. |
Editing routes
In the "Routes" tab, you can make some changes to your planned routes.
| Action | Definition |
|---|---|
| Locking routes |
By clicking the "lock" symbol, you can lock your routes to prevent them from being changed by the routing algorithm when planning. Click the "lock" symbol again to unlock the routes. You can also lock and unlock routes by clicking the buttons "Lock routes" and "Unlock routes" for selected routes. |
| Unschedule routes | Unschedule all the orders on the route(s) chosen. |
| Switch driver | By selecting a single driver, you can click the "Switch driver" button to swap routes. |
| Reverse route | This allow you to reverse the sequence of the route(s) chosen. |
| Copy routes | This will copy the route to a new date and assign it to an available driver on that date. |
Exporting the planned route summary
To export your route summary to Excel:
- Go to the "Plan and Optimize" tab
- Choose a date with routes planned
- Click the blue "Share Routes" button under the map
- From the dropdown, choose "Excel export"
- Choose "Route summary"
- Choose if you want to export all shown routes, or those from a specific range
- Click "Export routes"
This route summary will be exported in Excel and includes the following information:
- Driver
- Serial number
- License plate number
- Vehicle Label
- Start date
- End date
- Day of week
- # stops
- Start time
- End time
- Break
- Capacities
- Distance
- Duration
Exports can be customized to add more data and saved as templates. Learn more about customizing exports and using export templates here.