The Scenario
It is the week before the quarterly board deck is due. The CHRO has a BambooHR custom report she built six months ago — a tenure-and-compensation snapshot with fields she tuned specifically for the board's compensation committee review.
Last quarter someone downloaded the CSV manually and pasted it into the deck template. That person no longer works here.
The CHRO just forwarded you the report ID and a screenshot of what the output should look like, and asked if you can get it into a Google Sheet before the end of the day.
The bad version:
- Log into BambooHR, navigate to Reports, find the saved report in the list.
- Click Run, wait for it to generate, click Download CSV.
- Open the CSV in Sheets, discover the column headers use BambooHR's internal field labels not the human-readable names the CHRO uses in the deck.
- Rename six columns, reformat the date columns, delete two columns that are blank for everyone.
- It is 4:50 PM and the CHRO wanted it at 4.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It runs a saved BambooHR report by ID and writes the results directly into the sheet — no CSV download, no column cleanup.
Run BambooHR report ID [REPORT_ID] and write all returned rows and columns into this sheet starting at row 1.
SheetXAI calls the BambooHR report API, retrieves the full result set, and writes it into the sheet with the column headers as BambooHR returns them.
What You Get
- The full result set of the saved report, written starting at row 1.
- Column headers as returned by BambooHR's report API.
- All rows included — no row-count limit imposed by a CSV viewer.
- The operation is repeatable: same prompt, same report ID, next quarter.
What If the Data Is Not Quite Ready
The column headers use internal field labels you want to rename
The API returns "empId" and "jobTitle_raw" but the deck needs "Employee ID" and "Job Title."
Run BambooHR report ID [REPORT_ID] and write results into this sheet. Rename the column 'empId' to 'Employee ID', 'jobTitle_raw' to 'Job Title', and 'hireDate' to 'Hire Date.'
You want the report output filtered to a specific department
The compensation committee only reviews the Engineering and Product functions.
Run BambooHR report ID [REPORT_ID], filter to rows where the department column is 'Engineering' or 'Product', and write the filtered results into this sheet.
The report needs a derived column added before the deck
The board wants a tenure-band column added: under 2 years, 2-5 years, over 5 years, calculated from the hire date in the report output.
Run BambooHR report ID [REPORT_ID] and write all rows into this sheet. Then add a 'TenureBand' column calculated from the hire date column to today's date: under 2 years, 2 to 5 years, or over 5 years.
Full run, rename, filter, and derive in one shot
The CHRO wants the deck-ready version in one step — renamed headers, engineering and product only, tenure band column, sorted by tenure descending.
Run BambooHR report ID [REPORT_ID]. Rename 'empId' to 'Employee ID', 'jobTitle_raw' to 'Job Title', and 'hireDate' to 'Hire Date'. Filter to Engineering and Product departments. Add a TenureBand column. Sort by hire date ascending. Write results into the 'BoardReport' tab.
The pattern: running the report, transforming the output, and loading the destination tab all happen in one instruction.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet before your next board prep cycle, then ask it to pull the saved BambooHR report directly. You can also pull the employee directory or custom field data if the deck needs additional context columns.