Some reports in brightwheel are designed to display detailed billing data rather than summarized totals. In such cases, you can easily adjust the report in Google Sheets to meet your needs.
This guide explains how to find the total amount in a column, filter a spreadsheet for specific results, and hide unwanted data.
💡 Tip: For instructions on how to do this in Excel and LibreOffice, please refer to the linked articles.
Filter to narrow your search or hide unwanted data
Adding filters to spreadsheets helps to narrow down the data and reduce unnecessary and distracting information.
Export/Download your desired Billing report
Click File > Import > Upload
Select the downloaded report to import it
Once imported, click the space in the corner of the spreadsheet between Row 1 and Column A to highlight the whole sheet
Once highlighted, click the Create a filter icon on the toolbar to automatically apply a filter on all columns
Click the green filter icon on any column header to open the filter options and configure as desired
Click OK to save filter changes
💡 Tip: For advance filtering, visit Google's resource on sorting and filtering data.
Quickly find the total or subtotal of a column
You can automatically calculate the total/subtotal amount of a column in Google Sheets by leveraging the SUM function. Follow the steps below to find totals.
Go to the column you want to sum (e.g., the Amount column)
Go to the next open cell in that column
Click Insert on the toolbar
Select Function > SUM
Click the first cell in the range you want to capture
Drag your cursor down until you've reached the last cell in the range you want to capture
Note: Capture the sum of a total column by highlighting all cells in it or capture a subtotal of a column by only highlighting select cells. The range displayed in the open cell for the function will auto-update with whatever you've highlighted.Click the Enter or return button on your keyboard to see the sum of the range selected (in this example, the total sum of all payments in the selected range is $7,295)
💡 Tip: If you need to modify the sum, double-click the cell it is in to prompt the range selector to pop-up again and adjust as needed!