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Feature Available on All Plans
Feature Available on Web App
With the Aging Report, Administrators 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.
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
- Uncheck the Hide students with no past due balance box to provide a list of all students
- Click Create Report
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 a total past due balance for each student.
To export this report, simply click the purple Export button in the upper right-hand corner of the screen, deselect any column you do not want to be included in your report, and enter any additional email addresses where this report should be sent.
The export will be delivered to your inbox as a CSV and by default contains the following columns:
- Student name
- Student ID
- Less than 7 days
- 7-13 days
- 14-20 days
- 21-27 days
- 28+ days