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PostHog · Excel Guide

Export PostHog Dashboard Collaborators Into an Excel workbook for Access Audit

2026-05-15
5 min read

The Scenario

A new head of analytics joined with a security access review mandate. PostHog is on the list. She needs an Excel workbook listing all 30 dashboards in the project — name, ID, restriction level, and explicit collaborator access — before the review meeting Tuesday. Her predecessor said "I think there's a way to export that" and left the company. That's the entire documentation trail.

The bad version:

  • Click through each of 30 PostHog dashboards, open sharing settings, manually note restriction level and each collaborator with their access level into a workbook row
  • Reach dashboard 14 and realize the sharing panel shows display names but the security policy requires user IDs — cross-reference the member list for each person
  • Finish the workbook, send it to the security team, get a reply that three dashboards you marked "restricted" are actually "organization-can-edit" — you misread the restriction labels in the UI

Thirty dashboards clicked through individually. A morning of work that still produces errors.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It calls PostHog's dashboards API — and for each dashboard fetches collaborators — writing everything into a single worksheet in one operation.

List all PostHog project dashboards and write dashboard name, ID, restriction level, and creation date into columns A through D.

What You Get

  • Every dashboard appears as a row — name, ID, restriction level, and creation date from the API
  • No manual clicking through sharing panels, no transcription errors
  • A clean table ready for annotation or filtering by restriction level

What If the Data Is Not Quite Ready

You need collaborator details too

For each dashboard ID in column A of the 'Dashboard Audit' worksheet, fetch its collaborator list from PostHog and write collaborator user IDs and access levels into columns B and C.

You want to flag dashboards with overly broad access

List all PostHog dashboards and write name, ID, and restriction level into columns A through C. In column D, write "Needs Review" for any dashboard where restriction level is 'everyone' and the name contains 'Revenue', 'Finance', or 'Salary'.

Combined dashboard and collaborator output

List all PostHog dashboards. For each dashboard, fetch its collaborator list. Write dashboard name, ID, restriction level, and a comma-separated list of collaborator emails into columns A through D of the 'Access Audit' worksheet. Write "No explicit collaborators" for dashboards with no named collaborators.

Full security audit with anomaly flags

List all PostHog dashboards and for each fetch collaborators. Write name, ID, restriction level, creation date, and collaborator count into columns A through E. In column F: "Overly broad" if restriction is 'everyone' and collaborator count is above 5; "Unowned" if collaborator count is zero and creation date is more than 180 days ago; "Check access" if restriction is 'everyone' and name contains 'revenue', 'payroll', or 'churn'. Write a flagged-dashboard summary below the table.

One prompt, complete audit with exception detection.

Try It

Get the 7-day free trial of SheetXAI and open an Excel workbook before your next security review, ask it to pull all PostHog dashboard access data, and hand it to the security team the same day. Related: Export All PostHog Saved Insights Into an Excel workbook and the PostHog hub.

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