When uploading an attachment, Admins and Managers can select an expiration date for when this attachment should be updated or renewed. Brightwheel has created the Attachments report so that these expiring documents can be reported on from a single place.
View and Export
Log in on the web
Click to open the Reporting page
Under Student Reports, select Attachments
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
Check/uncheck the Show staff missing this attachment box
Once 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
Example
EXAMPLE: Let's say we want to find out which of our staff members have their CPR Certification expiring within the next 3 months. Also, let's make sure we have the certification on file for all staff.
Log in on the web
Click to open the Reporting page
Under Student Reports, select Attachments
Click on Staff to switch the report to show staff attachments
Select CPR Certification for the Attachment Type
Change the Expires on or before a date to 3 months in the future
Check the box for Show staff missing this attachment so that we also see any staff members without any CPR Certification on file
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