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Reports & Data Overview
Reports & Data Overview

Utilize brightwheel reports for internal use or compliance. See an example of each report so that you find the best report for your needs.

Sabrina avatar
Written by Sabrina
Updated over a week ago

Brightwheel has been known to save teachers 5 hours a week. The key to this is our analytics & reporting feature. At any time, teachers can download a list of check-ins or a variety of other activities for their records. This can help for billing needs, state requirements, staff evaluation or licensing standards.


Available Reports

Brightwheel is actively building out our reporting functionality! In the past year we have drastically increased the number of reports available. We offer in-browser reports for all of the activities listed below, most of which can be printed or exported as a CSV (spreadsheet) file.  

Follow the links to learn more about each report!

Room Reports:

  • Check-in - View detailed data on who signed a student in or out, total hours checked in, and other information relevant to check-in/check-out by date.

  • Daily Attendance Summary - Determine how many days a student was present in a selected 32-day date range. Filter by student status and room assignment.

  • Ratio - View historical staff and student count and the associated student:staff ratio by room, with the option of 15-min, 30-min or 1-hr intervals.

  • Room Check - Easily check real-time student:staff ratios for all of your classrooms online and in the brightwheel app.

Student Reports

  • Activity - View activities logged by teachers and filter by classroom or view and print a daily report of activities logged across all classrooms.

  • Age - Generate reports for student ages and filter by status, room, and age range.

  • Allergy - This report exposes allergies of students and allows you to filter students based on their current rooms and enrollment status.

  • Attachments - Easily track staff or students that have upcoming or overdue renewal dates for certifications and records.

  • Contacts - Quickly pull contacts or view missing information for parents, family, approved pickups, and emergency contacts by individual students.

  • Full-Time Equivalent - Easily view daily, weekly, or monthly Full Time Equivalent (FTE) totals for each room to determine how many full time students are scheduled for future dates.

  • Immunization Records - Easily see and print immunization records of your students. View and print all immunizations by school, room or student.

  • Immunizations Due/Overdue - Uses the CDC schedule and information about immunizations from each student profile to calculate which shots are upcoming and overdue.

  • Learning - Easily view and export a summary of student learning progress by state learning standard based on logged observations.

  • Meal - View a summary of the number of meals served including a breakdown by students with each type of meal (free, reduced or paid) and type of meal. CACFP

  • Meal Detail - View school level totals and detailed information on the type of meals, meal status (free, reduced, or paid), and food served per student.

  • Menu - View weekly created menus including food items, USDA food category, quantity, and the unit of measure

  • Medications - This report exposes medications of students and allows you to filter students based on their current rooms and enrollment status.

Billing reports

  • Aging - Run a report by Student, Classroom, or Status that tracks past due payments.

  • Deposits - A report of all deposits made to your account.

  • Billing Transactions - Pull a detailed report or a high-level summary for taxes.

  • Plans - View all students and their plans, filter by Room, Status, or Name.

  • Revenue Breakdown - The best way to manage your revenue data by Room, Student, or Date.

Staff Reports

  • Payroll - Quickly run & export the total hours worked for staff members in a date range. Use these reports with your third-party payroll systems!

  • Timecards - View or export staff timecards for any date or date ranges. Can be used with your third-party payroll systems!


Build Custom Reports

With brightwheel's powerful Custom Report Builder, it allows administrators to pull data from different areas within your brightwheel account, including Activities, Attendance, Billing Revenue & Aging data, Profiles, and Schedules, and offers flexibility to organize that data in a way that best fits your program. Review our Custom Reports Help Center article for more details.


Other Reports for Download

While the majority of the reports can be downloaded, there are a handful of reports available only for download. You can download a report for a particular activity type and filter by date range and room.

Follow these steps to send yourself a CSV of each of our available reports:

  1. Choose Downloads under the Other Reports section 

  2. Select the Type of Activity 

  3. Select the date range

  4. Select the Room or All

  5. Enter the email that you wish to send the report

  6. Click Submit

See below for an example of each report and the fields reported in each of them. Find the best report for your needs.

Checkins

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Check-In Time, Signed In By, Check-In Signature, Notes, Check-Out Time, Signed Out By, Check-Out Signature, Notes, Hours Checked In, Marked Absent Time, Marked Absent By, Notes

This report is also available here and when exporting from that screen, brightwheel allows you to choose which of the fields listed above you would like included on your export:

Custom

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff, Activity Type, Progress Type, Scale Type

Student Health Checks

Fields: Date, Time, First Name, Last Name, Student ID, Temperature, Fahrenheit/Celsius, Notes, Status, School Account, Room, Staff

Staff Health Checks

Fields: Date, Time, First Name, Last Name, Temperature, Fahrenheit/Celsius, School Account, Logged By

Incidents

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Incident Time, Notes, Staff

Kudos

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff

Meals

Fields: Date, Time, Food Type, Ounces, Meal Type, Amount, Meal Items, Notes, School Account, First Name, Last Name, Student ID, Staff, Room

Medications

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff

Name to Face

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff 

Naps

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time Started, Notes, Staff

Notes

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff

Potty

Fields: Date, First Name, Last Name, Student ID, School Account, Room, Time, Notes, Staff, Type

Roster Export

All fields and functionality described here.


Tips For Reports

  • To view a particular student: Sort by students on the excel spreadsheet.

  • If you notice #####, please expand the width of the columns.

  • Didn't receive your report?  Search your inbox for support@mybrightwheel.com and double check your spam.

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