Training Compliance Report

Operators could finally see exactly where their workforce stood on training requirements — filtered, exportable, and actionable without needing a support ticket to get there.

Role Product Designer Company ISN Shipped

Stack

Figma

User research

Cross-functional collaboration

Problem

Operators had no reliable way to see training compliance status across their workforce in real time. Getting an accurate snapshot meant contacting support or pulling data manually — a slow, error-prone process that left compliance gaps invisible until it was too late.

Intervention

Designed a filterable, multi-step compliance report builder that lets operators scope by location, training type, and date range. Detailed drill-down views and a save-report feature give teams a repeatable process for staying current without support involvement.

Outcome

Compliance visibility moved from reactive to proactive. Operators could generate and save reports on demand, reducing support load while giving teams the context they needed to act before a gap became a problem.

Impact

Self-service

Operators generate compliance reports without support involvement

Actionable

Drill-down detail views surface gaps at the individual level

Repeatable

Saved report configs reduce setup time for recurring compliance checks

Design artifacts are protected

Screenshots and design files for this project are kept confidential out of respect for the client. If you'd like to review them as part of a hiring or collaboration conversation, reach out directly.

01 / Research

Research

Mapped how operators were tracking compliance before this tool existed — spreadsheets, support requests, one-off data pulls. The gap wasn't just inconvenience; missing compliance data had real downstream consequences for operators and their contractors.

02 / Define

Define

Defined a multi-step report builder with configurable filters and a drill-down model — overview → list → individual detail. Saved report configs let operators run the same view week over week without rebuilding it from scratch.

03 / The hard call

The hard call

The report had to balance flexibility with scannability. Too many filter options and operators would tune out; too few and the report wouldn't serve their actual scope of responsibility.

"Useful defaults over maximum flexibility — a report that needs configuration every time isn't a report, it's a query"

04 / Ship & Watch

Ship & Watch

Shipped with the core filter and drill-down experience. Monitored adoption and refined the save-report flow based on how operators were using — and reusing — their configured views.