Safety reports are structured records used to document and monitor safety activities, observations, and incidents on a worksite. These can include safety inspections, toolbox talks, hazard reports, incident reports, PPE compliance checks, and corrective actions. They help maintain a safe working environment, support compliance, and reduce risk.
An incident report is a type of safety report that captures unexpected events that cause—or could cause—injury, equipment damage, environmental impact, or work disruption. These reports help document what happened, identify root causes, and prevent recurrence.
By integrating Dashpivot safety reports with Excel via Flowsite, you can:
Consolidate safety data – Store all reports in one structured, accessible location
Improve accuracy – Reduce manual data entry and minimize errors
Build custom reports – Create dashboards, filters, and summaries in Excel
Stay audit-ready – Maintain consistent, structured data for compliance
Analyze trends – Track recurring issues and overall safety performance
Enable real-time updates – Automatically sync field data into Excel
How to set up the integration
1. Connect Dashpivot to Flowsite
Log in to Flowsite
Go to Connections
Find Dashpivot and click Connect
Enter your Dashpivot credentials and authenticate
Confirm the connection appears in your Connections table
Tip: Configure your Dashpivot data properly to avoid errors in your Excel file. See: How to Configure Dashpivot Data in Power Query Excel/Power BI via Flowsite
2. Create a flow
Select your Incident Report template in Dashpivot
Choose Excel as the destination
Set the sync schedule (e.g. hourly, every 4 hours, every 12 hours, or daily)
Enter required fields: URL, username, and password
Set the update frequency
3. Configure your Excel file
Select or create the Excel file
Structure and format the data as needed
4. Test the workflow
Submit a sample report in Dashpivot
Manually trigger the flow
Confirm the data appears correctly in Excel