With the Aging Report, Administrators and Billing only roles can simply & easily see all of the students with past-due balances so that they can follow up and get paid what they’re owed. This report is structured in a manner to help administrators determine if a particular student's outstanding balance is due to a mistaken missed payment or are multiple weeks delinquent over multiple billing periods.
Table of Contents
Exporting the Aging Report
This report can be viewed from the Billing portion or Reports section of brightwheel online. By default, the report will list all, and only, students with past due balances. To further filter this report, follow the steps below:
Choose your desired Student, Room, and Status filters
Use the Display balances as of filter to determine if there was a past due balance on a specific date
Uncheck the Hide students with no past-due balance box to provide a list of all students
Click Apply Filters
All of the filters are capable of multi-select meaning you are able to click on multiple student names, rooms, or statuses and pull them all into a single report.
The online view of this report is condensed for readability and convenience purposes and is sorted by the student's first name in descending order. Each column shows the number of days the balance is past due by week as well as a total past due balance for each student.
The Current column will display the statement amounts that have been issued to the customer but are not due yet. Each other column will show the balance for each student past due by a given number of days.
To export this report, simply click the gray Export button in the upper right-hand corner of the screen. From there, you will have the option to either:
Download the report in browser as a CSV
Deliver the report to your inbox as a CSV
You can also enter any additional email addresses where this report should be sent.
The export will contain the following columns:
Student name
Student ID
Less than 7 days
7-13 days
14-20 days
21-27 days
28+ days
Total
Custom Aging Report
With brightwheel's powerful Custom Report Builder, it allows administrators to pull billing aging data within your brightwheel account and offers flexibility to organize that data in a way that best fits your program. Review our Custom Reports Help Center article for steps on how to run this report.