The Scenario
The ISO auditor arrives next week. Your training coordinator got a message from compliance at 4 PM asking for an Excel workbook showing every employee's completion status across the five mandatory training courses — 120 employees, five courses, 600 data points. Last year's auditor accepted five separate CSV exports joined with VLOOKUP. This auditor specifically asked for a single flat sheet.
It's Thursday. The audit is Tuesday.
The bad version:
- Open SafetyCulture's training module and navigate to the first mandatory course.
- Export the completion list as a CSV, open it in Excel, and start matching it to the employee roster.
- Repeat for the other four courses, then attempt to merge five separate worksheets into one flat view using XLOOKUP.
- Realize the completion date formats differ between courses and now you need to normalize them too.
Joining five exports into a clean matrix is a half-day task. The auditor doesn't care how long it took.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It pulls training completion data from SafetyCulture across all courses at once and writes the matrix — one row per employee-course combination.
Open the SheetXAI sidebar and paste this:
Fetch all SafetyCulture training course progress records and write user_id, user_email, course_name, completion_status, and completion_date to my Excel sheet.
What You Get
- One row per employee-course pair across every training course in SafetyCulture.
- Columns for user_id, user_email, course_name, completion_status, and completion_date.
- Incomplete or not-started entries included with their status — so the auditor sees the full picture.
- A flat worksheet ready to sort by employee or filter by status with no further manipulation.
What If the Data Is Not Quite Ready
You only need the five mandatory courses, not all courses
Fetch SafetyCulture training progress for courses [course_id_1] through [course_id_5] and write user_email, course_name, completion_status, and completion_date to my sheet — one row per user-course pair.
You want to flag employees who haven't completed all five
Pull training completion for the five mandatory courses, write one row per user-course pair with user_email, course_name, and status, then highlight in yellow any user_email where at least one of the five courses shows a non-completed status.
You need completion date in a specific format for the audit binder
Fetch training completions for all mandatory courses and write completion_date in YYYY-MM-DD format — not the timestamp format SafetyCulture returns. Populate user_email, course_name, status, and formatted completion_date.
Full ISO audit prep in one shot
Fetch SafetyCulture training progress for the five mandatory courses, write one row per user-course combination with user_email, course_name, status, and completion_date in YYYY-MM-DD, highlight rows where status is not 'completed' in yellow, and at the top of the worksheet write the total number of non-compliant user-course pairs.
The auditor gets a clean workbook instead of five exports duct-taped together.
Try It
Get the 7-day free trial of SheetXAI and open your training tracking workbook — then ask it to pull the full completion matrix from SafetyCulture. When you're done, see how the same workflow handles exporting lesson attempt scores or check the SafetyCulture integration overview.
