Export Open Investigations From SafetyCulture to a Excel workbook

The Scenario

You're the quality manager at a food processing facility and the monthly resource review is Friday. Your director wants a list of all open SafetyCulture investigations — investigation title, owner, status, linked action count, linked issue count — so the team can decide where to focus. Previously, each investigator gave a verbal status update in the meeting. That was 40 minutes of updates that could have been a sorted Excel workbook.

This time the director asked for a workbook.

The bad version:

• Open SafetyCulture's investigations module and scroll through open investigations.
• Click into each investigation to find the linked action count and linked issue count — this doesn't appear in the list view.
• Copy the title, owner, and counts into Excel manually, one investigation at a time across 25 open items.

Twenty-five investigations, two clicks deep each, with manual data entry. Nobody is doing this twice.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook. It reads SafetyCulture's investigation data — including linked counts — and writes the whole picture to your worksheet without you touching the UI.

Open the SheetXAI sidebar and paste this:

Fetch all SafetyCulture investigations with status 'open' and populate my Excel sheet with columns: investigation_id, title, owner_name, status, linked_actions, linked_issues.

What You Get

• Every open SafetyCulture investigation written to your workbook — one row per investigation.
• Columns for investigation_id, title, owner name, status, linked action count, and linked issue count.
• A flat worksheet your director can sort by linked_actions to immediately see which investigations have the most outstanding work.

What If the Data Is Not Quite Ready

You want to sort by total linked items

Pull all open SafetyCulture investigations with their linked_actions and linked_issues counts. Add a column that sums both, and sort by that column descending.

You need to filter to a specific owner

Pull all open SafetyCulture investigations where the owner is [owner_name], and write investigation_id, title, status, linked_actions, and linked_issues to my Excel worksheet.

You want to highlight investigations with the highest combined count

Pull all open SafetyCulture investigations with linked_actions and linked_issues. Write all fields to my sheet, add a total_linked column, and highlight in orange any row where total_linked is greater than 10.

Full resource-review workbook in one shot

Pull all open SafetyCulture investigations with their linked action and issue counts. Write investigation_id, title, owner_name, status, linked_actions, linked_issues, and a total_linked column (sum of both) to my sheet. Sort by total_linked descending. Highlight in orange any row where total_linked is greater than 10.

The director opens the meeting with a ranked list instead of 40 minutes of verbal updates.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook you use for quality reviews — then ask it to pull your open SafetyCulture investigations with linked counts. When you're done, see how the same workflow handles fetching investigation PDF report URLs or check the SafetyCulture integration overview.