When uploading an attachment, Admins and Managers can select an expiration date for when this attachment should be updated or renewed. This is a great option to use for tracking student's medical statements, physical exams dates, waivers, etc.
Brightwheel has created the Attachments report to quickly identify expiring documents, along with identifying staff and students missing important attachments.
View and Export
Log in on the web
Click to open the Reporting page
Click the Students tab on the Reports page and select the Attachments report
Click on Students or Staff to switch as needed
Select the desired Attachment Type
Change the Expires on or before date to the desired cutoff
💡 View the Expiration Date & Expires In column for upcoming expiration datesCheck/uncheck the Show staff missing this attachment box
💡 View the Uploaded column for a date, or a Missing labelOnce all the desired filters are set, click Apply to view the results
Download, Export or Print as needed
To download or export, click the Export button
Select File Type: CSV or PDF
If downloading, simply click Download
If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button
To print, click the Print button
Type CMD/CTRL + P on your keyboard to open the print preview pane
Adjust the print settings and print on a local device
