We recently hosted our SC foundations 3-part webinar series and received a lot of questions around API, integrations, and analytics. Since this is a hot topic in the Community, I’m sharing key themes and expert-reviewed Q&As from the session. Dive in to get insights straight from our product team!
Data integration and exporting
- How can you export all data into one CSV file? You can export individual chart data to CSV one at a time in SC Analytics. If you need all data exported, the SC Exporter tool allows you to export data in multiple CSVs per table (inspections, actions, users, etc.). You cannot combine multiple tables into one CSV: https://developer.safetyculture.com/docs/safetyculture-exporter
- Can automated exports be scheduled for analytics data? Automated export for analytics data is not currently available. However, raw data can be exported automatically via the SC Exporter tool or SC API for integration into databases or data warehouses.
- Desktop App (simple to use, user friendly): https://help.safetyculture.com/en-US/000070/
- Command Line Interface - CLI (technical): https://developer.safetyculture.com/docs/safetyculture-exporter
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SC API: https://developer.safetyculture.com/reference/introduction
- Does the SC Exporter update historical rows or duplicate them? The SC Exporter does not update previous rows for modified inspections. Instead, it creates multiple rows for the same inspection with updated data. You may want to delete the SQL file and export fresh data if needed.
- Which export function is best for Sensors data? The best options for exporting sensor data can be found in the detailed documentation here: https://help.safetyculture.com/en-US/000119/
- How do you set a custom date range in the SC Exporter tool? SC Exporter allows you to set a "modified after" date/time to export records that were updated after that point. You can further filter the data using available columns or tools like Excel or SQL for more refined analysis. More information here → https://developer.safetyculture.com/docs/understanding-the-data
Feature requests and future enhancements
- When will sensor data be integrated into the Analytics Dashboard? Currently, there are no plans to integrate sensor data into the real-time SC Analytics dashboard. However, historical readings for sensors can be viewed on the sensor history page. If you have specific use cases, submit your request as an idea!
- Are there any enhancements planned for token expiry and management? Yes, there are plans to introduce a new type of token with scoped access and longer expiry times. The current tokens expire after 30 days, but this will change with upcoming updates.
- Can you schedule monthly email updates to managers? Automated reports from SC Analytics cannot be scheduled at this time. For now, you can either provide access to a manager dashboard or manually export data and share it via email or presentation decks: https://help.safetyculture.com/en-US/003824/
Visualisation and data Insights
- Can images be viewed in the Analytics Dashboard? Not directly. However, you can click on most charts/graphs to view the responses that make up the data, and any associated images will be accessible from there.
- How can specific inspection points that “fail” be tracked? Your best option here would be to filter failed inspection points by selecting “Flagged Responses” as your metric in the inspection report. Then, you can further refine by attributes like template, question, or asset.
- Can you create charts based on action labels? Yes, the ability to create charts based on action labels has been added. You can now use “Label” as an attribute when building charts in SC Analytics.
- Is it possible to compare repeated sections in Power BI (PBI)? You can compare repeated sections in Power BI by following the developer guide on how repeat sections work in the data. More details can be found here: Repeat Sections Guide.
API and token management
- Do API tokens follow the platform's access rules? Yes, API tokens respect the platform’s data access rules. It is recommended to use accounts with ‘Data Access’ for Data Warehouse integrations and the Exporter, as this permission overrides any access rules and all necessary data is exported.
- What happens to API tokens when the user account is deactivated? When a user with an API token is deactivated, their token stops working. If the user is reactivated, the token will work again unless it has expired (30-day window). To avoid disruptions, it’s recommended to use service accounts for API tokens. We’re also exploring separating user login from API tokens, and may have more to share in the area over the next 6 months!
- Will the API token generation process be revamped to allow system-specific tokens? Yes, over the next 6 months, the team plans to revamp the API token generation process. This will include separating API keys from individual user accounts, allowing for system-level tokens with specific permissions.
Sharing and collaboration
- Can analytics be shared with individuals outside the organisation? This is being reviewed, and a follow-up answer will be posted on the SC Community forum after consulting with the team.
- Can a chart combining multiple data sources be created for download? CSV exports are limited to one chart per file, so combining multiple data sources into one CSV is not possible. However, SC Exporter can be used to download all data from the platform in separate files for each table:
https://developer.safetyculture.com/docs/safetyculture-exporter
If you have any further questions, drop a comment below and we’ll get back to you ASAP Found this helpful? Let us know, and we’ll share more FAQs from the other webinars!