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.
Table of Contents
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 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:
Fields descriptive information stored within brightwheel. Names, labels, categories, and types are all example of Dimensions.
Numbers: numerical values calculated form information logged within brightwheel. Student counts and Room counts are examples of 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.
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 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
Select Custom Reports
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
Please note: Filter by "Student - Status", "equals", and "Active" to view data for students with an active enrollment status onlyUse 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
Once you're finished, or if you need to start over, click the Clear All button underneath the parameter list.
Please note: If you select multiple fields but they don't make sense together an error message may appear indicating you must choose compatible data points. Click X to remove any unrelated data points.
Save Custom Report
After creating a Custom Report, the parameters you select can be re-used by bookmarking the page, or copy and pasting the URL for future use.