Aging Report

[For Admins + Billing Only role] This report provides a snapshot of students with past due balances and their overdue durations.

Hadleigh F avatar
Written by Hadleigh F
Updated over a week ago

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:

  1. Choose your desired Student, Room, and Status filters

  2. Use the Display balances as of filter to determine if there was a past due balance on a specific date

  3. Uncheck the Hide students with no past-due balance box to provide a list of all students 

  4. 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.

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