Providers can run the Billing Transactions Report for a detailed ledger of all recorded program transactions within a specified date range. You can filter and sort this report to view billing data by room, for a particular month, week, etc.
Exporting this report gives you a comprehensive record of all payments processed through brightwheel. It’s easy to share with program administrators or external contacts.
Create a Transactions Report
Log in on the web
Click Billing in the sidebar > Reports tab
Select the Transactions report
Click Apply Filters to view the results, then click Export or Print as needed
How to read the Transactions Report
The Transactions Report includes key columns to help you track and understand your program’s financial activity:
Posted At: The date the transaction was posted—based on the payment date for offline payments or posting date for online payments
Transaction Type: The type of charge, based on the filters you selected when running the report
Transaction Description: The label entered during charge creation. Any added notes will appear below the description
Payer Type: Indicates whether the payment is from a private payer (student contacts) or an agency
Amount: The total amount of the charge, factoring in any discounts. If discounts are applied, an icon will appear with more details, and full breakdowns will be included in the exported report.
