Historical roll-ups make it easier than ever to filter, sort, and manipulate LRS data over any desired timespan, and share it with stakeholders that don’t use Wax directly. 

They're called "roll-up reports" because they provide summary metrics by activity (# of completions, successes, attempts, and more) or specific information by people for any activities.

Are you trying to compare departments that have experienced different types of training over the same time period? What about creating a record of training services provided to your company’s customers? Do you need to analyze the activities of employees at different certification levels? Historical roll-ups make it possible. Here’s a quick guide to generating a report.

From your Wax dashboard, click on the Historical Roll-ups tab from the left-hand menu. Use the calendar pop-ups to choose beginning and end dates and times for the report.

In the drop-down menu below the date ranges, you can choose to run a report on everyone in the organization, or separate the reports by custom HR attributes like departments, certifications, organizational units, or any other attribute that you define. Wax can even integrate with existing HR information systems like Peoplesoft or Workday.

To get access to summarized roll-ups about learning activities and people in csv format, simply click the “Queue report generation” button.

Depending on the amount of data in your LRS, the report will take about 10-15 minutes or sooner to generate. Once the report is ready, you will see it appear under the criteria you’ve entered. Hit the “Expand” button and you will see a list of CSV files. For each report Wax outputs a “Summary” file (for all activities) and “per Actor” file (for all people).

Download the reports you’re interested in and open them using a spreadsheet program like Excel. From there you can sort, organize, add filters to your data, and build graphs and spreadsheets using your favorite spreadsheet editor. We recommend saving it as an Excel (.xls) file to share with others in your organization. Excel’s advantage is that it is a strong analytical tool that just about everyone in your organization is comfortable with, and it doesn’t require them to learn Wax LRS to make use of the data.

Historical roll-up reports let you easily churn out customized learning reports in real time and get them into the right hands. It’s just another way Wax LRS makes L&D fast.

See our blog post "Wax LRS Introduces Historical Roll-Up Reports" for more information.

Value to Customer Learning Ecosystem: Flexible and configurable reporting in Wax LRS on combined activities from learner experience (formal + informal learning) in near-real-time.

Value to Consulting partner Learning Services: All competency definitions and reporting can be defined and accessed programmatically for consumption by other learning & performance systems.