What should an incident report form include?

Capture the date, time, and location, the people involved, a factual description of what happened, and any immediate action taken. Add a file upload field for photos or supporting documents, and mark the core facts as required so a report is never filed half complete. Conditional logic can ask injury or damage follow-ups only when they apply, which keeps the form relevant without losing the detail a case file needs.

How do I make sure reports are filled out completely?

Mark the fields a record depends on as required, so the form cannot be submitted without the date, location, and description. Keep optional context at the end, and use conditional logic so reporters only see questions relevant to their event. Each submission lands in one dashboard with an email notification, so a thin report is something you catch immediately rather than later.

Can people attach photos or documents to a report?

Yes. Add a file upload field and a reporter can attach a photo of the scene, a receipt, or a supporting document alongside the written account. You can require it when the evidence is part of the record. Each upload arrives with the report in one secure dashboard, so the full case stays together instead of scattered across emails and devices.

How do I keep incident and report records organized?

Every submission flows into one dashboard you can search and filter by type, date, or location, then export for a case file or audit. Required fields keep each record usable, and conditional logic keeps it relevant to the event. Instead of chasing paper forms or email threads after the fact, you work from one searchable log that updates the moment a report is filed.

How do I collect reports from the field?

Share the form as a web link or a QR code posted at a site, so staff can file from a phone the moment something happens. The form works on any device, and required fields keep a quick mobile entry complete. Each report lands in the same dashboard with an email notification, so a near-miss logged on the floor reaches the right person fast.

Report Form Templates (5 Forms)

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Report form templates

Choose from customizable report form templates to document incidents, track activities, collect findings, and streamline reporting processes.

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Report form templates

Find report form templates for incidents, inspections, expenses, complaints, business operations, and more.

Accident Report Form Template

Document incidents with ease using the Accident Report Form Template from SurveyMonkey. Quickly collect critical details, streamline reporting, and ensure compliance. Start now!

Incident Report Form Template

Document workplace incidents effectively with the Incident Report Form Template from SurveyMonkey. Ensure accurate reporting and maintain safety standards.

Employee Complaint Form Template

Address workplace concerns effectively with the Employee Complaint Form from SurveyMonkey. Provide a safe, confidential space for employees to share feedback and report issues.

Security Breach Report Survey Template

Make it easy to identify and flag security issues and phishing attempts using this simple form template.

Expense Reimbursement Report Survey Template

Streamline reimbursements with the Expense Reimbursement Report Template from SurveyMonkey. Collect details efficiently to manage expenses with ease.

Report form templates at a glance

Stat	Figure
Total report form templates	5
Most-used template	Incident report form
Short form completion rate (1-10 fields)	100.0%
Medium form completion rate (11-20 fields)	66.3%
Long form completion rate (21+ fields)	94.4%
Average fields per form	17.3

What are report forms?

When something goes wrong, the details you fail to capture in the first hour are the ones you need most in the next month. A report form captures the who, what, when, and where of an event in a consistent structure, so every incident is documented the same way. These five templates cover incidents, accidents, complaints, security breaches, and expenses.

On SurveyMonkey, the form prompts for each detail a record needs. The critical fields are required, so a report never comes back missing the date, location, or description. A file upload field collects a photo, receipt, or supporting document, and conditional logic asks the follow-up questions an event type calls for. Every report lands in one dashboard you can search, filter by type or date, and export for a case file.

Report forms run longer than most, at 17.3 fields on average, because a usable record needs the full account. That detail pulls the average completion rate to 87.6%, though the shortest reports of 1-10 fields finish at 100%. Share the form by link, internal embed, or QR code at a site, and get an email the moment a report is filed. For broader setup, see our guide to creating online forms.

How to create a report form

Pick one of the five templates on this page, or start from the incident report form.
Add the fields a record needs: date, time, location, people involved, and a description.
Mark the critical fields as required so no report is filed without them.
Add a file upload field for photos, receipts, or supporting documents.
Use conditional logic to ask the follow-up questions each event type calls for.
Share by link, internal embed, or QR code, then search and filter reports in your dashboard.

When to use report forms

Workplace incidents and accidents: Capture what happened, who was involved, and any injury, with photos attached.
Security and data breaches: Log the event, scope, and response in a record you can hand to the right team.
Employee complaints: Give staff a consistent, documented way to raise an HR concern.
Expense reimbursement: Collect the cost, category, and receipt in one record finance can process.
Near-miss and safety logging: Record close calls so patterns surface before they become injuries.

Who runs report forms

Operations and safety managers: They standardize incident and near-miss reporting across sites and need every record searchable in one place.
HR managers: They route employee complaints and workplace incidents through one consistent, documented intake.
IT and security teams: They log breaches and incidents with the scope and response captured the same way each time.
Finance and accounts payable teams: They take expense reports with the receipt attached, ready to review and reimburse.

Tips for creating a report form

Require the core facts: Mark date, location, and description as required so no report comes back missing the record.
Attach the evidence: Add a file upload field so a photo, receipt, or document arrives with the report, not in a separate email.
Branch by event type: Use conditional logic so a reporter answers only the follow-up questions their event calls for.
Make filing easy at the scene: Share a QR code on site so staff can file from a phone the moment something happens.

Frequently asked questions about report forms

What should an incident report form include?
Capture the date, time, and location, the people involved, a factual description of what happened, and any immediate action taken. Add a file upload field for photos or supporting documents, and mark the core facts as required so a report is never filed half complete. Conditional logic can ask injury or damage follow-ups only when they apply, which keeps the form relevant without losing the detail a case file needs.
How do I make sure reports are filled out completely?
Can people attach photos or documents to a report?
How do I keep incident and report records organized?
How do I collect reports from the field?

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