LMS Reporting: 5 Reports Training Managers Should Review Every Week

A useful weekly LMS reporting routine answers five questions: who needs help, which courses need attention, which certificates are expiring, how client teams are progressing, and whether results are changing over time. Each report should lead to a decision, an owner, or a follow-up.

LMS reporting organizes enrollment, learning activity, completion, and credential records into views that training managers can act on. A completion total is useful, but it rarely explains what to do next. The people behind that total may be newly enrolled, working steadily, unable to access a course, or waiting for help.

Edaxu's Report Builder includes 15 reports across learners, courses, tags, managers, certificates, and trends. This guide focuses on five that form a practical weekly review for training providers and organizations managing multiple teams.

The screenshots show the actual Edaxu reporting interface with local test data, captured October 2, 2026. They illustrate the workflow, not customer outcomes. Select an image to enlarge it.

Start with the scope of your review

Choose the organization or team you are reviewing before interpreting its numbers. In Edaxu, reports are scoped to the selected portal and its descendant team portals. Available reports also depend on the signed-in user's permissions. Where offered, the Team Portal filter narrows the review to that team and its descendants.

Next, check what each date filter measures. A period based on enrollment dates answers a different question from one based on completion dates or recent activity. Use consistent filters when comparing results from one review to the next.

1. At-Risk Learners: find the people who need a conversation

Start with learners who have open enrollments but no recent learning activity. In Edaxu, At-Risk Learners uses a configurable Inactive For (Days) threshold, with a default of 30 days. The report includes days inactive, last activity, a stalled course, completion percentage, and a risk flag.

The flags help distinguish learners who have Never Started, those with No Recent Activity, and inactive learners whose Access Ending Soon needs attention. The last flag identifies an open enrollment with access ending within the next 14 days. It is an access deadline, which may differ from your program's training due date.

Choose the inactivity threshold to match the expected pace of your program. Thirty days may make sense for a long self-paced course; a short onboarding program needs an earlier review.

What to do next: give a named person the follow-up list. Ask whether the learner has a scheduling problem, an access problem, or a question about the material. Record the outcome in your team's follow-up process and check it at the next review.

Treat this as a rule-based attention list. It does not predict failure, and recent activity elsewhere in the scoped learning records can keep someone out of the list even if one particular course has stalled. Use the learner's course records when investigating an individual case.

2. Course Completion Rates: investigate the course behind the percentage

Open Course Completion Rates to review enrolled learners, completions, completion rate, and average progress by course. Filters include course, tag, team portal, and enrollment date range.

Completion rate and average progress tell different stories. If 40 of 100 included enrollments are complete, the completion rate is 40%. Average progress can help you see whether the remaining learners have barely started or are much further along. Neither number explains the cause on its own.

Compare enrollment groups that have had a similar opportunity to finish. A course assigned yesterday should not be judged against one assigned six weeks ago. In this report, the Enrolled date filter selects enrollments by their start date; it does not mean "completions that happened during this period."

What to do next: choose one course with an unexpected result, then inspect its learner progress and enrollment records. Check access, content, assessment requirements, and the time learners have actually had to finish before changing the course.

The report also includes a pass-rate field derived from completed learning sessions with a recorded pass/fail result. Its denominator differs from enrollment completion rate. Avoid presenting those two percentages as interchangeable measures of course success.

3. Certificate Expiry & Renewal: make upcoming dates actionable

Use Certificate Expiry & Renewal to review dated awards, their expiration dates, and days remaining. The report lets you set Expires Within (Days) and filter by status, learner information, team portal, or course.

Choose a window that leaves enough time for the work your program requires. A 90-day window may be appropriate when renewal involves scheduling training and an assessment. A shorter window can help focus a weekly follow-up list.

Check expired records as well as upcoming dates. The report includes unrevoked, unsuperseded awards with expiration dates; a negative Days to Expiry value means the expiry date has passed. Its Expiring Soon label uses a 30-day threshold, independently of the wider reporting window you select.

What to do next: assign a renewal owner, confirm the applicable requirements, and arrange any necessary training or review. An expiry report identifies work; appearing on the list does not establish eligibility for renewal.

For the next step, our certificate expiration and renewal walkthrough shows an administrator renewal, the retained earlier award, and public verification of the new record.

4. Manager Team Enrollments: give each manager a focused list

When training spans several clients or teams, an organization-wide total can hide the group that needs help. Manager Team Enrollments connects managers, learners, team portals, courses, enrollment dates, status, and completion percentage.

Filter by manager or team portal, then narrow by course or status when needed. For example, a manager reviewing one rollout can focus on the relevant course and its Not Started enrollments before looking at learners already in progress.

The manager association comes from the learner's team portal. It does not identify who originally assigned the enrollment. That distinction matters when deciding who owns a follow-up.

What to do next: share a scoped report with the responsible manager and agree on the next action. Keep the request specific: contact learners who have not started, confirm access for an affected team, or review unfinished training ahead of an access deadline.

For a broader capacity review, the separate Team Portal Summary includes seats, active users, unused seats, utilization, and completions. Seat utilization describes account capacity, not whether people are engaging with training. Our team portals guide explains how Edaxu organizes client training spaces.

5. Monthly Trend: put this week's findings in context

Use Monthly Trend to review new enrollments, completions, new users, active learners, and certificates issued by month. Check it during the weekly review for context, then make fuller comparisons after a month closes.

A drop in completions can have several explanations. Fewer people may have enrolled, the latest group may still be working, or a course may have become harder to finish. Compare the enrollment and completion counts before deciding what needs intervention.

Do not divide this month's completions by this month's new enrollments and call the result a cohort completion rate. Those completions may belong to people who enrolled in an earlier month. Likewise, a partial current month is not directly comparable with a full previous month.

What to do next: note a change worth investigating, then return to a learner, course, or team report to understand it. Trends help you choose where to look; individual records explain the situation.

The active-learner measure uses learning-session update dates, so it is an approximate historical activity view. Sandbox resource and quiz sessions are excluded from the learning activity used by reporting. Treat the monthly table as operational context rather than a detailed attendance ledger.

Export the follow-up list and give it an owner

Once the filters reflect the question you are answering, choose Run report, review the results, and use Export to download CSV or Excel. Exports include the matching rows rather than only the visible page, up to 50,000 rows. Narrow the filters if the result exceeds that limit.

A useful handoff includes the report name, the portal or team, the filters, the export date, and the action you want the recipient to take. Share learner information with the people responsible for that work.

Keep a short action log alongside the report:

These are suggested responsibilities, not automated actions performed by the reports. The value comes from closing the loop: review, assign, act, and check again.

Try the review with your own training program

Start with one team, one course, and one recurring decision. Check whether the report gives you enough information to act, whether its date filters match your question, and whether the export is useful to the person receiving it.

Edaxu's Report Builder provides predefined reports with report-specific filters and sorting. Certificate reporting covers course-linked awards and their lifecycle; it does not provide a CE-credit ledger or establish that every required training obligation has been met.

Request an Edaxu demo to walk through reporting with your team structure and training workflow. For a broader evaluation, use our certification management software buyer's guide or see how Edaxu handles certificate expiration and renewal history.

Frequently Asked Questions

Which LMS reports should a training manager review weekly?

Start with inactive learners, course completion rates, certificate expiry, manager team enrollments, and monthly trends. Use each report to identify an action and an owner. Choose the review frequency and date windows to match the pace and requirements of your program.

How does Edaxu identify at-risk learners?

The report finds learners with open enrollments and no learning activity for a configurable number of days, defaulting to 30. It shows inactivity and contextual flags such as never started or access ending soon. It is a rule-based report, not a prediction of whether a learner will fail.

Can managers report on their own teams?

Reports are scoped to the signed-in user's selected portal and its descendant team portals, and each report requires the appropriate permission. Report-specific filters can narrow the results further by team portal, manager, course, or other supported fields.

Can I export LMS reports to Excel?

Edaxu's Report Builder supports CSV and Excel exports using the report's applied filters and sorting. An export includes matching rows beyond the current visible page, up to 50,000 rows. Larger results require narrower filters.

Does a completion report prove training compliance?

A completion report shows recorded training outcomes within its scope. Whether those records satisfy an obligation depends on your program's requirements, the assigned content, and any assessment or other evidence needed. Review those requirements alongside the records; a completion percentage alone does not establish compliance.