The Scenario
The third Tuesday of every month is the same story. The multi-location restaurant owner pulls Q1 data for the board. Last quarter it was a two-hour spreadsheet assembly job: export receipts from Loyverse, paste store totals into a summary template, calculate average ticket size manually, look up which store had the top item.
This quarter the board wants the same report format with a column the owner has never built before: average transaction value per day of week, per store. Two dimensions, four stores, 90 days. In Loyverse's UI there's no way to get that table directly.
The bad version:
- Export all Q1 receipts as a CSV.
- Open in Sheets. 4,000+ rows. Filter by store. Calculate subtotals. Pivot by day of week.
- Spend an hour building formulas that break the moment a store name has a trailing space in the export.
- Get to 11 PM with a summary that answers three of the four questions the board asked.
The board meeting is at 9 AM. The fourth question is going to come up.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It fetches the Loyverse receipts, runs the aggregation you describe, and writes the summary directly to the sheet — no pivot table setup, no formula debugging.
Open the SheetXAI sidebar and paste this prompt:
Fetch all Loyverse receipts for Q1 2024, then write a summary to sheet 'Store Performance' with one row per store: store_name, transaction_count, total_revenue, average_ticket, top_item
What You Get
- One summary row per store written to 'Store Performance' with all five columns populated.
- top_item calculated from receipt line items — the item with the highest total quantity sold per store.
- average_ticket as total_revenue divided by transaction_count, rounded to two decimal places.
- Data is ready for the board deck without additional cleanup.
What If the Data Is Not Quite Ready
The board wants the breakdown by day of week as well
Fetch all Loyverse receipts for Q1 2024 — write to 'Store Performance' with one row per store per day of week: store_name, day_of_week, transaction_count, total_revenue, average_ticket — sort by store then day_of_week (Monday to Sunday)
You only want the top 3 items per store, not just the single top item
Fetch all Loyverse receipts for Q1 2024, group by store, identify the top 3 items by total units sold per store, write to 'Top Items by Store' with store_name, rank, item_name, and total_units
You want to compare this quarter against last quarter
Fetch Loyverse receipts for Q1 2024 and Q4 2023 — write to 'Quarter Comparison' with one row per store: store_name, q4_revenue, q1_revenue, revenue_change, revenue_change_percent — sort by revenue_change_percent descending
Full board-ready summary in one shot
Fetch all Loyverse receipts for Q1 2024 — write to 'Board Summary' with: a per-store tab for each of the 4 stores showing daily revenue; a summary sheet with one row per store: total_revenue, transaction_count, average_ticket, top_item, and revenue vs Q4 2023; a totals row at the bottom of the summary sheet
Try It
Get the 7-day free trial of SheetXAI and open your reporting spreadsheet the night before the board meeting, then ask SheetXAI to pull the Q1 summary from Loyverse in the exact format you need. See also export receipts for line-item analysis and the Loyverse integration overview.