brightwheel's powerful Custom Reports allows administrators to pull data from different areas within your brightwheel account and gives you the flexibility to organize that data in a way that best meets the needs of your program.
From insight into the daily operations of your program to reports required by your licensing agency, Custom Reports allows you to include the information you need, organized in a way that works for you.
ℹ️ The Billing Only role will not have access to Custom Reports.
Getting Started
When utilizing Custom Reports, it’s important to know what data needs to be pulled before beginning to build the report (E.g. Total number of activities logged in each room for the year).
As different parameters are selected the data will be added as a new column to the report. Columns can be rearranged at anytime and parameters can be removed.
Within each parameter, a drop down of the different available data will appear from categories such as billing, schedules, attendance, activities, contacts, home rooms, staff, and student profiles. The report can be refined by filtering for total counts, date ranges, and specific key-words!
Report Parameters
The Report Builder is a flexible tool that can meet a wide variety of reporting needs. There are several parameters that can be applied to help hone down the results that will populate within a custom report.
You can choose from different parameters to pull the data you need:
Data Source: broad category of data you’ll pull from including Attendance, Billing Aging, Billing Revenue, Schedules, Profiles, and Activities
Fields descriptive information stored within brightwheel. Names, labels, categories, and types are all examples of selectable dimensions.
Numbers: numerical values calculated from information logged within brightwheel. Student counts and Room counts are examples of selectable metrics
Date Range: the date range for which results will be populated
Filters: apply more granular filters for which results are included in the report (E.g. filtering to only show students with a Status equal to "Active”)
Each parameter has a drop-down menu of different data points that can be selected to add to the report. Multiple dimensions and metrics can be included within a single report.
ℹ️ Additional details for Attendance and Schedule data:
Attendance data before 2020 will not populate.
Attendance and Schedule data is refreshed every hour for the past 60 days worth of data. This means recent edits, or additions won't immediately reflect in the report and data older than 60 days won't appear. Updates to activities and profile data are updated in real time.
Schedule data will only show current and past dates, NOT future dates.
Pre-Built Reports
Looking for an easy way to get started with brightwheel's Custom Reports? Start with one of our Pre-Built Reports from the Custom Reports tab.
Choose from a Student Roster, an Upcoming Birthdays report, or an Activity Summary. Once you've opened the pre-built report, use it as-is or reconfigure the parameters to customize the report to your needs.
Build Custom Reports
To create your own reports, review the Data Source, Fields and Numbers options to determine which selections will be relevant for the report you need. As parameters are applied, results will be populated into the report in real time.
Log into brightwheel on the web, and navigate to the Reporting tab
Multi-site Administrators wishing to run multiple location custom reports can click the Workspace tile in the bottom left corner > click Organization > Custom Reports and follow the remaining steps below:
Select Custom Reports
Select the Data Source from the dropdown menu: Activities, Attendance, Billing Aging, Billing Revenue, Profiles, Student Schedules
Use the +Add buttons to select, or search for one or multiple Fields and Numbers
Set the desired Date Range and optional time grouping
Please note: Select w/o grouping if you do not wish to group the data by a specific time measurement and instead show totalsOptionally, apply a Filter to include or exclude certain data points
💡 To only view data only for active students, filter by "Student - Status", "equals", and type "Active"
💡 Multi-site Administrators wishing to run multiple location reports can filter by "School - Name," "equals," and type school name to view select locationsUse the grid to the left of each parameter to re-order the columns by dragging and dropping
Click Export to download the report as a CSV file
Optionally, click Save Report to save the selected parameters for later
Once you're finished, or if you need to start over, click the Clear All button underneath the parameter list.
🚩If you select multiple fields that don't make sense together an error message may appear. Click X to remove any unrelated data points.
Save Custom Report
After creating a Custom Report, you can save and edit the parameters you selected for later viewing.
To save a report
Log into brightwheel on the web, and navigate to the Reporting tab
Select Custom Reports
Build the report by selecting the desired parameters
Click Save Report
Add a report Name and optional Description
Click Save
💡Saved reports are only viewable by the admin that created the report. To share report parameters with another administrator, copy and paste the URL to the report in the other user's brightwheel account.
To view, edit, or delete existing saved reports
Log into brightwheel on the web, and navigate to the Reporting tab
Select Custom Reports
Select Saved Reports tab
From the list of saved reports click on the name of the saved report that you wish to view, edit, or delete
To edit the parameters selected in a saved report and save the changes over the existing saved report, click Save Report > Save option
To save the changes as a new report, click Save Report > Save as option and give the new report a name and optional description.
Optionally, select the trashcan icon next to any report to delete