brightwheel Billing includes robust reporting and data. Each report can be filtered as needed, exported, downloaded, and/or printed. Learn more below!
Report | Description | Help Center Resource |
Gives a clear snapshot of which students have a past due balance and how overdue those balances are. |
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Provides a detailed look at the deposits made by brightwheel into the program's bank account. |
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Provides information about invoices, such as the date they are due, what types of charges are applied, and whether they are paid in full. |
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Shows how much earned in a given time period and can see billed and paid amounts by charge category. |
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Displays all of the transactions across a program by selecting specific date ranges and transaction types and is great to use to get high-level reporting at tax time. |
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Gives a view of all the charges from a program, including information on the student, date the charge posted, and more. Group this report by either the charge category or student. |
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Provides a view of all the payments and credits at a program, including information on the student, date paid, and more. |
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Provides a summary of all charges, credits, and payments for a given date range. It also provides a beginning balance and an ending balance. |
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Student Transaction Summary | Provides a simplified record of transactions including charges and payments, over any date range. This report is particularly helpful for year-end tax reporting on early childhood education spending. |
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Allows advanced customization when looking at billing revenue and aging data to see the data in the way that best fits the program. |
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