Wax LRS Introduces Historical Roll-Up Reports

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Your Learning Record Store contains an abundance of data about workforce readiness. But gathering data and putting data to work aren’t the same thing. Now, a new feature of Wax LRS, historical roll-up reports, will help you analyze and distribute that information.

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. 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.

In 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 aliases comprised of multiple HR attributes like departments, certifications, organizational units, or any other segment defined in your management hierarchy. 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.

Historical roll-up reports are available today for all Wax LRS customers on the Value Monthly Plan or higher. If you’re interested in hearing about other applications of historical roll-ups, contact us or leave a comment below.