Safety Reports are formal records used to document and monitor safety-related activities, observations, and incidents across worksites. These reports may include daily safety inspections, toolbox talks, hazard reports, incident reports, PPE compliance checks, and corrective actions. By integrating Safety Reports with Power BI using Flowsite, organisations can automatically consolidate safety data into real-time dashboards for improved visibility, compliance, and reporting.
Benefits of Integrating Safety Reports into Power BI provides the following benefits
Centralised safety records – Store and manage all safety reports in one organised location.
Improved accuracy – Reduce manual data entry and minimise reporting errors through automated data transfers.
Custom reporting – Create tailored dashboards, summaries, and filters for different projects, teams, or sites.
Audit-ready reporting – Maintain structured and traceable records for compliance and inspections.
Trend analysis – Monitor recurring safety issues, hazards, and overall safety performance over time.
Key Features of Safety Checklist Reporting
Real-time insights – Instantly visualise checklist completion rates, safety observations, and trends.
Improved accountability – Track who completed each checklist, submission times, and outstanding actions.
Custom dashboards – Monitor safety performance across teams, projects, locations, or reporting periods.
Audit-ready reports – Automatically generate structured reports for compliance reviews and inspections.
Trend monitoring – Identify recurring hazards, non-compliance issues, and areas requiring corrective action.
Note: Flowsite can automatically transfer and consolidate Safety Checklist data into Power BI dashboards to support live reporting and ongoing safety monitoring.
How to set up the integration
1. Connect Dashpivot to Flowsite
Log in to Flowsite.
Navigate to Connections.
Find Dashpivot and select Connect.
Enter your Dashpivot credentials and authenticate the connection.
Confirm the connection appears in your Connections table.
Tip: Structuring your Safety Checklist templates consistently in Dashpivot helps simplify reporting and dashboard setup in Power BI.
2. Create a flow
Select your existing Dashpivot safety templates, such as:
Safety Checklists
Hazard Reports
Incident Reports
PPE Inspection Forms
Toolbox Talks
Choose Excel as the destination.
Configure the recurring sync schedule in the Flow Editor (for example, hourly or daily).
Flowsite will automatically transfer and consolidate safety data into Excel and Power BI for reporting.
3. Configure your Excel file
Select or create the Excel workbook and structure the required columns, including:
Report ID
Checklist status
Site or project
Inspector or submitter
Hazard category
Corrective action
Date submitted
Completion status
Attachments
Report link
4. Connect Excel to Power BI
Open Power BI Desktop.
Select Get Data → Excel Workbook.
Choose the Excel file used by Flowsite.
Load the required tables into Power BI.
Build dashboards and reports to visualise safety performance and trends.
5. Test the workflow
Submit sample safety forms in Dashpivot.
Trigger the flow manually.
Confirm the data transfers correctly into Excel and Power BI dashboards.
Sample Dashboards
