This content is for our legacy billing platform. Update to our newest experience!
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 in Google Sheets, a common spreadsheet software, to gather crucial information about your school.
Please note that this article walks through how to perform these actions in Google Sheets only. However, view the linked articles if needed to understand how to perform these actions in Excel and LibreOffice.
Table of Contents
Adding filters to spreadsheets helps to narrow down the data reduce unnecessary and distracting information.
Export and download your desired report
Upload and open the report in Google Sheets
Click on row 1 in the top-left corner of the sheet to highlight the entire row
Click the Create a filter icon on the toolbar
Once clicked, the filter view will automatically apply to all columns
Click the green filter icon on any column header to open the filter options and configure as you want (e.g., filter for just 'Online payment' under the Transaction Type column).
Click OK to save changes in any columns you filter
Subtotals and Totals
Gather total and subtotal data by using the SUM function in Google Sheets as outlined below:
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
Note: A pop-up will appear in the cell your cursor is in
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)
Note: If you need to modify the sum, double-click the cell it's in to prompt the range selector to pop-up again and adjust as needed!