brightwheel Billing includes robust reporting and data. Each report can be filtered as needed, exported, downloaded, and/or printed. Learn more below!
Topic |
Report |
Learn more |
Overdue & past balances | Aging Report - Gives a clear snapshot of which students have a past due balance and how overdue those balances are. |
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Program earnings | Deposits Report - Provides a detailed look at the deposits made by brightwheel into the program's bank account. |
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| Revenue Report - Shows how much earned in a given time period and can see billed and paid amounts by charge category. |
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Payments | Invoices Report - 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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| Billing Transactions - 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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| Payments & Credits Report - 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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Charges & bills | Charges Report - 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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| Billing Summary Report - 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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Taxes | 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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Custom | Custom Billing Reports - Allows advanced customization when looking at billing revenue and aging data to see the data in the way that best fits the program.
🚩 Staff with Billing Only permissions will not have access to Custom Reports. |
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