Brightwheel offers excellent reports, with more to come. This article focuses on billing reports and how to use Google Sheets for essential school information.
Adding filters to spreadsheets helps to narrow down the data 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
Gather Subtotals and Totals
To quickly collect the total/subtotal of a column, such as the Amount column, use the SUM function in Google Sheets by following the steps 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
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)
ℹ️ 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!