The Scenario
It is Wednesday. You manage field service operations and last week's delivery data has been sitting in OptimoRoute since Friday. Your VP asked for an on-time KPI review — actual vs. scheduled completion times, plus proof-of-delivery notes — for a board deck going out Thursday morning.
Your usual move is to export from OptimoRoute, open the CSV in Excel, handle the UTC timestamp conversion, and paste the columns you need into your reporting workbook. Then reconcile the timestamp format by hand for 400 rows.
The bad version:
- You export last week's completion data from OptimoRoute. The CSV has 22 columns; you need 7.
- You open it in Excel, delete the unnecessary columns, add a formula to shift UTC to Eastern, and format it as HH:MM.
- "Completion status" in the CSV uses abbreviations you do not recognize. You dig through OptimoRoute's docs to decode them.
- It is 2 PM before the data is clean enough to start the actual analysis. The board deck needed to be done by noon.
This happens every week because the extraction pipeline has never been fixed.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can query OptimoRoute's completion data for any date range and write the records directly into the workbook — with the fields you need, in the format you need them.
Open the SheetXAI sidebar and ask:
Search OptimoRoute for all orders completed between last Monday and last Friday and write each order's number, address, scheduled time, actual completion time, and success or failure status into Sheet1.
What You Get
- Every completed order in the specified date range is written to Sheet1.
- Columns: order number, address, scheduled time, actual completion time, completion status.
- Proof-of-delivery notes are included if the query requests them.
- Rows with partial completion data are included with a note in the status column.
What If the Data Is Not Quite Ready
The date range should come from cells
Search OptimoRoute for all completed orders between the dates in cells A1 and A2 and write each order's number, address, scheduled time, actual completion time, and status into this worksheet.
You need completion data for specific order numbers, not a date range
Fetch completion details from OptimoRoute for each order number in column A and write the actual completion time, driver name, completion status, and proof-of-delivery notes into columns B through E.
Timestamps need to be converted from UTC to Eastern time
Search OptimoRoute for all completed orders between last Monday and last Friday, convert all timestamps from UTC to US Eastern time, and write order number, address, scheduled arrival, actual completion, and status into Sheet1.
You need a full pipeline: pull data, flag late deliveries, and build a driver summary
Pull all OptimoRoute completion records from last week into Sheet1 with scheduled and actual times in columns D and E, flag any row where actual time is more than 15 minutes after scheduled time in column F, then write a summary to Sheet2 showing each driver's name, total deliveries, and late delivery count.
Extraction and flagging run together. The summary is ready when the data lands.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for weekly ops reporting, then ask it to pull last week's OptimoRoute completion data and populate your reporting columns. Also see how to build a performance summary once the data is in, and how to search by status for targeted follow-up.