Compliance Training Data Reporting

The Compliance Reporting is one of the reports available in the Self-Service Training Data Reports suite. This report focuses on a subset of training courses that require compliance checks. If you want to see reporting on the full set of available training, please take a look at our Uptake Reports.  You will need to submit a Service Request to access these reports. Please read our guidance on completing this.

What does this report contain?

The Compliance Reporting contains two reports, designed to support different stages of compliance checking: a high‑level summary for prioritising action, and a detailed report for full compliance checking and follow‑up. 

NEW for APRIL 2026

Mandatory Training Action Summary

The Mandatory Training Action Summary provides a simplified, high‑level view of completion for six key mandatory training titles only. It is designed to help departments quickly identify where action may be required, for example, where staff have not yet completed mandatory training. To learn how to use the report, use our quick guide.

Full Compliance Report

The Full Compliance Report provides the complete underlying data needed for detailed compliance checking and follow‑up. It covers a much wider range of compliance‑related courses than the Mandatory Training Action Summary and shows who has and has not completed each course.

For ease of use, the full report is divided by topic:

  • General Report – includes a range of EDU and other compliance‑related courses
  • Safety Report – focuses on safety‑related training

 

A list of titles in each report is available. Access can be given to either or both reports, depending on the role and requirements. It is important to read our information about leaver data before using the reports.  

Please let us know if you need to check the compliance of a course not listed in either of these reports.

Three versions of the full report are available in Power BI through the "Apps" section of the application. The version you can access depends on your role and training data reporting responsibilities:

  • The Standard App is the default version given to most administrators who request access to training data records.
  • The Enhanced App is for those who require grade and gender for monitoring/reporting.
  • The Training Provider App is for training administrators who use CoSy, and it shows University members who have booked the courses provided by the specific training provider. This report has more detailed data than the reporting available within CoSy.

 

Getting Help

  • Please check these web pages for help with these specific reports, including the FAQs about accessing this service and Help and Guidance using this service
  • If you have a question about a specific course or if the data you require is unavailable, contact the relevant training provider
  • For general help with Power BI please refer to the service catalogue. Note the Training Management team does not manage the Power BI service
  • If you still need support, contact CoSy Support us via our form

Guidance for Training Providers

If you are a training provider please see our best practice guide about data management.

Available Fields in the Full Report

Below is a list of the fields available in the Full Compliance report. As well as these fields, there are 'calculated' fields that show if someone has or has not completed a course and the timeframes of any completions.

Training Course Name      

    Data Field Standard App Enhanced App Training Provider App Current Known Issues  
    Full Name           
    Title          
    First Name           
    Last Name          
    Email          
    SSO          
    University Card Number          
    University Card Category          
    Person Number          
    Affiliations          
    Department Name          
    Division Code          
    Sex* X        
    Grade X        
    Staff or Student           
    Staff- Post Category          
    Staff- Post Category Description          
    Staff- Post Sub Category          
    Staff - Post Sub Cat Description          
    Staff - Employee Status Description          
    Staff - Job Title Full          
    FTE          
    Line Manager/Supervisor X X X    
    Team/Group X X X    
    Student - Award Program Type Name      

 

 
    University Start Date          
    Post Start Date          
    Post End Date          
    Location Name (Staff)          
    Location ID (Staff)          
    Training Course Name          
    Training Provider          
    Course Duration          
    Duration Type           
    Delegate Status          
    Date Course Booked          
    Course Start Date           
    Course End Date           
    Delivery Method          
    Score          
    MC % completed

 

       
    Completed          
    < 366 days          

 

*The Sex field in the report is sourced from both PeopleXD and SITS systems. However, these systems code the attributes differently. PeopleXD uses Male, Female, Blank, and Unknown to represent the sex of an individual. SITS uses Man, Woman, Not Recorded, and I use another term.

Export your data to Excel and use tools in Excel to harmonise these terms.