The Scenario
You are a customer service manager. A regional sales director forwarded you a complaint thread Tuesday morning: three customers reporting deliveries that never arrived last week. Before arranging redeliveries, you need all failed orders from the past two weeks — not just those three — in a workbook for triage. The ops team is occupied with this week's routing and cannot run a custom export.
The bad version:
- You log into OptimoRoute, filter by "failed" status for the date range, and export the result as a CSV.
- You open it in Excel, delete the 16 columns you do not need, and paste the relevant ones into your tracking workbook.
- You realize the "failed" filter did not capture "attempted" orders — deliveries where the driver showed up but could not complete. You run a second export and merge the two files.
- 20 minutes in, you have the list. The director wanted an update 10 minutes ago.
The data existed. The retrieval process was not built for this pace.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It can query OptimoRoute for orders matching specific criteria and write the matching records directly into the workbook.
Open the SheetXAI sidebar and ask:
Search OptimoRoute for all orders with a failed completion status between the dates in cells A1 and A2, and write each order's number, address, driver, and completion notes into this worksheet.
What You Get
- Every matching order is written to the workbook — one row per order.
- Columns: order number, address, assigned driver, completion status, completion notes.
- Both "failed" and "attempted" statuses can be included if specified in the prompt.
- The count of matching records is written into a summary cell so you know immediately how many need follow-up.
What If the Data Is Not Quite Ready
The date range needs to come from cells
Search OptimoRoute for all orders with failed or attempted completion status between the dates in cells B1 and B2 and write each matching order's number, address, driver, and notes into the 'Failed Orders' worksheet.
Results need highlighting by severity
Pull all OptimoRoute orders with failed or attempted status from the past two weeks and write them into this worksheet — highlight rows with "failed" status in red and "attempted" in yellow.
You need unassigned orders alongside failed ones
Search OptimoRoute for all orders from the date range in cells A1 and A2 and write them into the 'Order Search' worksheet — highlight any row where the status is "failed," "attempted," or "unassigned."
Full triage pipeline: find failed orders, assign follow-up owners, and flag priority cases
Search OptimoRoute for all failed and attempted orders from the past two weeks and write them into the 'Failed Orders' worksheet, then match each order's address to territory assignments in the 'Territories' worksheet and write the responsible follow-up owner into column F — flag any order with no territory match in column G.
Extraction and owner assignment in one pass. The triage list is ready to action immediately.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for redelivery tracking, then ask it to pull all failed OptimoRoute orders for your target date range and write the results in. Also see how to export completion data for broader KPI analysis, and how to look up scheduling details for specific order numbers.