The Scenario
You're a safety officer at a utility company and your insurance carrier requires a monthly report on all lone worker check-in jobs — worker name, start time, end time, and final status for the past 30 days. Your carrier wants an Excel workbook. Last month you exported from SafetyCulture, cleaned the CSV, removed 20 columns the carrier doesn't use, and emailed it. That took longer than it should have.
The carrier's deadline is tomorrow.
The bad version:
- Log into SafetyCulture and navigate to the lone worker module.
- Set the date filter to the past 30 days and export.
- Open the export in Excel, find 22 columns the carrier doesn't need, and start manually deleting them.
- Notice the time fields are in UTC and your carrier wants local time — now you need a formula you don't have memorized.
A monthly report that requires manual column deletion and timezone math every single time is not a sustainable process.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It fetches the lone worker records directly from SafetyCulture and writes only the columns your carrier needs.
Open the SheetXAI sidebar and paste this:
List all SafetyCulture lone worker jobs with status 'finished' from the past month and populate my Excel sheet with worker name, job start/end times, and final status.
What You Get
- Every finished lone worker job from the past 30 days written to your workbook — one row per job.
- Columns for worker name, start time, end time, and final status.
- Only the columns you asked for — no 22-column export to clean up.
What If the Data Is Not Quite Ready
Your carrier wants times in local timezone, not UTC
Fetch all SafetyCulture lone worker jobs from the past 30 days, convert start_time and end_time from UTC to [your-timezone, e.g. America/Chicago], and write user_name, start_time, end_time, and status to my Excel sheet.
You want all statuses, not just finished
Fetch all SafetyCulture lone worker jobs from the past 30 days and write user_name, start_time, end_time, and status to my sheet — including any that ended in alarm or missed check-in.
You want to flag non-finished jobs
Fetch all SafetyCulture lone worker jobs from the past 30 days. Write user_name, start_time, end_time, and status to my sheet. Highlight in red any row where status is not 'finished'.
Full carrier report in one shot
Fetch all SafetyCulture lone worker jobs from the past 30 days. Convert start_time and end_time to [your-timezone]. Write user_name, start_time (local), end_time (local), and status to my sheet. Highlight in red any row where status is not 'finished'. At the top, write the total job count and the count of non-finished jobs.
The carrier gets the workbook tomorrow without an afternoon of column cleanup.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — then ask it to pull your SafetyCulture lone worker jobs for the past month. When you're done, see how the same workflow handles exporting open corrective actions or check the SafetyCulture integration overview.