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Reports: Negative Observation Trending Report
Reports: Negative Observation Trending Report
Updated over 2 months ago

The Negative Observation Trending Report is a checklist-specific report designed to track the recurrence of negative inspection items over time. This report helps organizations identify patterns and trends in safety observations, allowing for proactive improvements in training, compliance, and operational procedures.

Report Structure

  • The report is displayed as a series of tables, with each table corresponding to a category within the selected checklist.

  • The far-left column lists individual inspection items (one per row).

  • Columns moving left to right represent months within the selected report range.

  • Intersection values indicate how many times a negative observation was recorded for a specific item in a given month.

  • The report is color-coded in a heat map style:

    • Red = High number of negative observations

    • Orange/Yellow = Intermediate frequency

    • Green = Lowest frequency


Available Filters

Users can refine the report data using the following filters:

  • Date Range

  • User (Inspector)

  • Checklist (Required)

  • Company

  • Group

  • Inspection Name

  • Contact Name

  • General Contractor

  • Division

  • Location

  • Custom Filters (if applicable)


Common Applications

The Negative Observation Trending Report is commonly used to:

  • Identify recurring safety issues over time

  • Measure the effectiveness of corrective actions (e.g., whether negative observations decrease after training)

  • Assess the impact of operational changes (e.g., new supervisors, updated procedures, or equipment upgrades)

  • Detect seasonal trends in workplace safety issues


Best Practices for Use

  • To gain the most accurate trend insights, it is recommended to analyze a full 12-month period.

  • The report should be run using whole-month date ranges (e.g., 01/01/2024 – 12/31/2024) to ensure consistency in monthly comparisons.

  • The heat map visualization makes it easy to spot trends at a glance and prioritize areas that need improvement.

By leveraging the Negative Observation Trending Report, organizations can take a data-driven approach to improving workplace safety, compliance, and risk management.


Download an example of the Negative Observation Trending Report and the Performance Report Interpretation Guide here:

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