The Scenario
The multi-location restaurant group's finance lead is closing the books on April. She needs a daily revenue breakdown by store — store_name, date, and total_sales — one row per store per day, for the full month. The CEO checks this table every month-end to spot unusual days.
She's done this in previous months from a different POS system that had a direct Excel export for daily revenue. Loyverse doesn't.
The bad version:
- Export April receipts from Loyverse as a CSV.
- Open in Excel. One row per receipt — thousands of rows. She needs one row per store per day.
- Manually build a pivot table. Get the row/column setup right. Verify the date formatting is consistent across all receipts. Reformat any that came out as text strings.
- Flatten the pivot to a regular table for the CEO report format. An hour later, it's done — until next month.
This is a monthly task that takes an hour every single time. The time isn't on the analysis. It's on the pivot table.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the Loyverse receipt data, aggregates it into the daily-by-store structure she needs, and writes it to the workbook directly — no pivot table required.
Open the SheetXAI sidebar and paste this prompt:
Pull all receipts from Loyverse for last month and write to Excel 'Sales by Store' with store_name, date, and total_sales — one row per store per day
What You Get
- One row per store per day for every day in April written to 'Sales by Store'.
- total_sales as a number, ready for the CEO's review.
- Rows sorted by store then date.
- Days with no transactions included as zero-revenue rows or excluded depending on your preference — specify in the prompt.
What If the Data Is Not Quite Ready
The CEO wants transaction count alongside revenue
Pull all Loyverse receipts for April — write to 'Sales by Store' with store_name, date, transaction_count, total_sales, average_ticket — one row per store per day — sort by store then date
She wants a week-over-week comparison for April vs. March
Pull Loyverse receipts for March and April — write to 'Month Comparison' with store_name, week_starting, march_revenue, april_revenue, change_percent — one row per store per week — sort by store then week_starting
The CEO wants the top-selling item per store per day included
Pull all Loyverse receipts for April — write to 'Sales by Store' with store_name, date, total_sales, transaction_count, top_item — one row per store per day, where top_item is the item with the highest unit count sold that day for that store
Full month-end finance table in one shot
Pull all Loyverse receipts for April — write to 'April Revenue' with store_name, date, day_of_week, transaction_count, total_sales, average_ticket — sort by store then date — add a totals row at the bottom per store and a grand total row at the very end
Try It
Get the 7-day free trial of SheetXAI and open your monthly reporting workbook on the last day of the month, then ask SheetXAI to pull the daily-by-store revenue breakdown from Loyverse in the format finance and the CEO actually need. See also export receipts for line-item analysis and the Loyverse integration overview.