The Scenario
The food truck operator's accountant asked for 90 days of sales data by end of week. Not a summary — actual receipt data, one row per line item, with payment type included. She's building a cost-per-item analysis and needs unit prices alongside quantities.
The operator knows the data is in Loyverse. He has no idea how to get it into Excel without going through a CSV export and an hour of cleanup.
The bad version:
- Export the last 90 days of Loyverse receipts as a CSV.
- Open in Excel. The export gives one row per receipt with items as a semicolon-delimited string in one cell.
- Write a formula to split the item string into separate rows. Spend 30 minutes getting it right. Realize it doesn't handle items with commas in the name.
- Send the accountant a partially expanded table and explain why three item names broke the split logic.
The analysis needs to start. The data problem is getting in the way.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls Loyverse receipt data for any date range and writes it to the workbook in the line-item structure the accountant needs — no CSV, no formula gymnastics.
Open the SheetXAI sidebar and paste this prompt:
Pull all Loyverse receipts for the past 90 days into Excel sheet 'Receipt Log' with one row per line item: receipt_number, date, item_name, variant, quantity, unit_price, line_total, payment_type
What You Get
- Every line item from the past 90 days written to 'Receipt Log' with the eight columns specified.
- One row per item per receipt — no collapsed cells, no delimited strings.
- unit_price and line_total as numbers ready for calculation.
- payment_type included for cash/card/mobile split analysis.
What If the Data Is Not Quite Ready
The accountant needs only receipts from a specific store
Pull all Loyverse receipts from store 'East Location' for the past 90 days into Excel 'Receipt Log' with receipt_number, date, item_name, variant, quantity, unit_price, line_total, payment_type
The analysis needs timestamps, not just dates
Pull all Loyverse receipts for the past 90 days into Excel 'Receipt Log' with receipt_number, date, time_of_day, item_name, variant, quantity, unit_price, line_total — format time_of_day as HH:MM
You want a summary pivot alongside the raw data
Pull all Loyverse receipts for the past 90 days — write raw data to 'Receipt Log' with one row per line item — also write a summary to 'Item Summary' with one row per item_name: total_quantity, total_revenue, average_unit_price, transaction_count
Full 90-day cost analysis dataset in one shot
Pull all Loyverse receipts for the past 90 days — write to 'Receipt Log' with receipt_number, date, day_of_week, store, employee, item_name, category, variant, quantity, unit_price, line_total, discount_applied, payment_type — sort by date then receipt_number
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to pull 90 days of Loyverse receipt line items into it — the accountant will have a usable dataset before the week is out. See also cross-store sales summary and the Loyverse integration overview.