Compliance Reporting Dashboard
A self-service Excel dashboard that replaced a manual spreadsheet nobody had time to update
At a Glance
Role: Designed and built the dashboard
Audience: Line leaders, managers and HR at Patties Perth
Format: One Excel workbook with a main dashboard and five supporting tabs
Tools: Excel, MyOsh (source of training records)
Audience: Line leaders, managers and HR at Patties Perth
Format: One Excel workbook with a main dashboard and five supporting tabs
Tools: Excel, MyOsh (source of training records)
The Challenge
The site had never had proper training reporting. The first attempt was a manual spreadsheet that took so much effort to maintain it stopped being updated, so nobody could trust it or see where the gaps were.
What I Did
Training is recorded in MyOsh. I export the data into an Excel workbook I built, and formulas automatically produce the reports
Overall compliance against target: 89.6% against an 80% target
Category breakdown: People & Culture, Workplace Safety, Governance, Quality and Online Learning, each with a completed vs requires-attention chart
Focus areas: the courses with the lowest completion, so leaders know where to push first
All courses with completions: completed, overdue, not started and completion rate for each course
Supporting tabs cover staff lookup, course lookup, a Safety & HR training matrix, training needs analysis and the raw training records.
What Happened
Leaders now check their own results without asking for a report. The manual reporting is gone, and there’s no scramble to pull data together for audits. For example, the dashboard showed Lock Out Tag Out training sitting at roughly 13% completion for the roles that require it. Once the gap was visible, it became a priority, and it now sits at around 88%.
Explore the Dashboard
This is an interactive copy of the workbook. Click through the tabs to explore the dashboard and the data behind it, or open it in Excel for a full-screen view. Staff names have been changed.
If the embedded spreadsheet doesn't load below or you can't use the search functions in the Lookup sheets, click on the button below to open it in a new tab.
Snapshot from November 2026.