Brightwheel has a number of great reports, and many more to come. This article focuses on our billing reports and how you can use some simple formulas and filters to crucial information about your school.
Adding filters to spreadsheets helps to narrow down the data reduce unnecessary and distracting information.
1. Download your desired report
2. Open the report in Excel, Google Sheets, or another spreadsheet software
3. Highlight the top row so you can apply the filter. To do this, click on the number 1 in the top left hand corner
4. On the top right hand corner of the sheet, click on the filter icon, and click on Create new filter view
5. Use the filters to organize the data how you want (i.e. filter for just online payments under the Transaction Type column).
Subtotals are the total amount of a given subsect of data. In this example, if you want to find a total of all the online payments when a filter is applied, you need to find a subtotal.
1. First, go to the column that you want to sum (i.e. “Amount”), and go to the first open cell in that column.
2. Type the following formula in the cell: =SUBTOTAL(9,range of cells you want to sum).
The range is the cells that you want to sum are typically in the sam column or row. For example, in this image below you are summing the payment of $50 and $220. You can either click on “-50” and drag your mouse down to “-200” or you can type the range of cells, using a colon to separate the first and last cell. For example, “-50” is in cell M24 and “-220” is in cell M25, so you can write the range as M24:M25.
3. After you have typed the formula in the open cell, hit Return or Enter. This will give you the subtotal of all the online payments that you have received in the respective time period that the data has been collected from. For example, the total online payments is $270.
Finding the total for a particular column is a very similar process. In this example we will total the amount of processing fees that have been paid for all payments in this report.
1. First, go to the column that you want to sum (i.e. “Parent Processing Fee Amount”), and go to the first open cell in that column.
2. Type the following formula in the cell: =SUM(range of cells you want to sum).
For example, in this image below we are are summing the entire P column.
3. After you have typed the formula in the open cell, hit Return or Enter.