Why You Need a Monthly Safety Report Template

Consistent safety reporting is essential for tracking trends, identifying hazards, and demonstrating compliance with regulatory standards. A monthly report gives you the opportunity to reflect on recent safety performance, evaluate the effectiveness of controls, and document corrective actions. But without a clear structure, safety reports can become inconsistent, incomplete, or time-consuming to compile.

A monthly safety report template provides a standard format that you can use across departments or sites. It ensures that you always record key metrics and that every report is easy to understand, compare, and share. Over time, this makes it easier to analyze performance, communicate with leadership, and take action to prevent incidents.

What to Include in a Workplace Safety Report Template

An effective template should balance quantitative data with narrative explanations. It should be simple enough to complete quickly but detailed enough to support data-driven decisions.

Here are some of the sections or information you might include:

• Overview of the reporting period (dates and person responsible)
• Total number of incidents, near misses, and safety observations
• Types and severity of incidents (e.g., first aid, recordable, lost time)
• Corrective actions taken and their status
• Training sessions completed and participation rates
• Safety meetings, toolbox talks, or inspections conducted
• Open items or areas of concern
• Key performance indicators (KPIs) or trends compared to previous months

How to Use the Template for Continuous Improvement

To maximize its value, use the report template as a standing agenda item in safety meetings or supervisor reviews. Ask team leads to complete it each month and encourage them to provide honest, actionable insights and not just raw data. Review multiple reports over time to identify patterns that point to recurring issues or emerging risks.

The best practice is to document findings with an EHS software system. That way, you can easily access and review monthly reports whenever you want. This may make it easier to set targets for improvement and help you focus on the areas that need the most attention.

Download our monthly safety report template to streamline your reporting process, monitor trends, and drive continuous improvement in workplace safety.