The Scenario
The marketing director sends a message at 8:47 AM: "Can you get me our email performance numbers for the last six months before the executive sync at 9?" You have eleven minutes. DotSimple has the data — it's in the reports section — but extracting it in a format that's actually useful for trend analysis means navigating a dashboard that shows one date range at a time and doesn't export aggregated views.
The bad version:
- Open DotSimple Reports, pick a date range, note the numbers, change the date range, note the next set of numbers.
- Do this for six months of data — roughly 24 weekly ranges — entering each row into an Excel workbook by hand while the clock runs.
- Get to the meeting with a workbook that has the numbers but no formulas, no trend line, and three cells that don't match because you rushed through November.
You're supposed to be presenting analysis, not re-entering data from a dashboard.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, connects to DotSimple through its built-in integration, and pulls the full report history in a single fetch — not one date range at a time.
Pull the full DotSimple reports list and paste each row's metrics into the "Monthly Stats" Excel tab, then add a summary row at the bottom with column totals.
What You Get
- The "Monthly Stats" worksheet populated with one row per report period.
- Columns: Date, Emails Sent, Delivered, Opens, Clicks, Unsubscribes, Bounces, Complaints — populated from DotSimple.
- A summary row at the bottom with totals for every numeric column.
- Numeric fields come through as numbers, not text strings, so Excel formulas and charts work immediately.
What If the Data Is Not Quite Ready
I only want the last 6 months of reports
Pull DotSimple email reports from the last 6 months and write date, emailsSent, opens, clicks, and unsubscribes into the "H2 Performance" worksheet.
I need an open rate and click rate column added automatically
Pull all DotSimple email reports and write date, emailsSent, delivered, opens, clicks, and unsubscribes into the "Monthly Stats" worksheet. Then add an "Open Rate" column (opens / delivered) and a "Click Rate" column (clicks / delivered), formatted as percentages.
I want to see month-over-month change for opens and clicks
Pull all DotSimple email reports sorted by date ascending. Add a "MoM Opens Change" column and a "MoM Clicks Change" column showing the difference from the prior row. Write everything into the "Trend Analysis" worksheet.
Full pull + calculate + flag anomalies + summarize in one shot
Pull all DotSimple email reports from the last 6 months. Add open rate (opens/delivered) and click rate (clicks/delivered) columns formatted as percentages. Flag any row where unsubscribes exceed 1% of emailsSent with "High Unsub" in a new column. Add a totals row at the bottom. Write everything into the "Executive Summary" worksheet sorted by date ascending.
The pattern: pull the raw data, calculate the derived metrics, and flag the anomalies in a single pass — not three separate steps.
Try It
If you track DotSimple email performance in an Excel workbook, Get the 7-day free trial of SheetXAI and ask it to pull your full report history with totals and rate calculations already done. Then check out how to audit your connected accounts or return to the DotSimple integration overview.