With brightwheel, providers can create Custom Fields on student profiles to track crucial data for internal use, licensing, grant writing, and more!
Custom Field Permissions
Providers have full control over who can view and edit Custom Fields on student profiles. Here are some key functionalities to know:
Administrators and Managers can create, edit field names, and adjust visibility settings.
Lead Staff and Staff can view fields. Lead Staff can also edit field entries.
Parents can view and edit field entries.
To block Parents and Staff from viewing a Custom Field, providers can adjust visibility settings when creating or editing the field.
ℹ️ To allow Parents to view a Custom Field but not edit the field information for their child, turn off the setting Parents Can Edit Student Info.
Create Custom Fields
Staff with Admin or Manager permissions can create customs fields from the web. Once created, it appears on all student profiles under the Custom Fields portion of a child's profile, where data can be entered for each profile.
Log in to the school's account on the web
Click to expand the My School tab and select Students
Select any student profile
Scroll down to the Custom fields tile on a student profile
Click + Add new field
In the pop-up window, type the custom field name
Under Field visibility, toggle the switches to determine if the field will be visible to staff and/or guardians
Click Create field
ℹ️ Custom Fields can be created from the web. Once created, field entries can be viewed on both the web and mobile app.
Edit a Custom Field
Providers can edit the Custom Field name, and adjust if Staff and Parents can view the field. Any edits made to a Custom Field in this way will apply to all student profiles.
Log in to the school's account on the web
Click to expand the My School tab and select Students
Select any student profile
Scroll down to the Custom fields tile on a student profile
Click Edit
Select the pencil icon ✎
Type the new field name
Under Field visibility, toggle the switches to determine if the field will be visible to staff and/or guardians
Click Save
Select Yes, continue
ℹ️ Custom Fields can be created using brightwheel on the web. Once created, data entered in the field can be viewed on both the web and mobile app.
Delete a Custom Field
Deleting a Custom Field will remove it from all student profiles and permanently erase any associated data. Providers can delete Custom Fields from the web.
Log in to the school's account on the web
Click to expand the My School tab and select Students
Select any student profile
Scroll down to the Custom Fields tile on a student profile
Click Edit
Select the pencil icon ✎
Click Delete
Select Yes, delete
Enter Information in a Custom Field
Once a Custom Field is created, Admins, Managers, and Lead Staff can add information specific to each student from the web and mobile app, just like other profile fields
🚩 If the Custom Field is made visible to staff, only Lead Staff can edit the Custom Field entries for a student.
On the Web
Log in to the school's account on the web
Click to expand the My School tab and select Students
Select any student profile
Scroll down to the Custom Fields tile on a student profile
Click Edit
Type data in the field
Select Done
On the App
Login to brightwheel on the mobile app
Select School Profile from the Administrator Home screen
Click the Students box at the top of the screen
Locate the Custom Fields section and enter the relevant information
Tap Save when finished
Report on Custom Student Fields
Providers can export and print Custom Student Fields data from either the Student Details Report or using a Custom Report.
Export Custom Fields on the Student Details Report
Log in on the web
Open the Reporting page
Click the Students tab at the top and select Student details
Apply filters as needed
Click Apply to view filtered results
Click Export
Select/deselect the columns with Custom Student Fields that should be included in the export
Select Download, or Email to Person
Export Custom Fields on the Custom Report
Export Custom Fields on the Custom Report
Log into brightwheel on the web, and navigate to the Reporting tab
Select Custom Reports
Under Data Source, select Profiles
Under Fields, type in Student Custom Fields
Select the desired Custom Fields
Enter additional fields such as the student name
Click Export to download the report as a CSV file
