Attachments Report

[For Admins + Managers] Easily track staff or students that have upcoming or overdue renewal dates for certifications and records.

Sabrina avatar
Written by Sabrina
Updated over a week ago

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

  1. Log in on the web

  2. Click to open the Reporting page

  3. Under Student Reports, select Attachments

  4. Click on Students or Staff to switch as needed

  5. Select the desired Attachment Type

  6. Change the Expires on or before date to the desired cutoff

  7. Check/uncheck the Show staff missing this attachment box

  8. Once all the desired filters are set, click Apply to view the results

  9. Download, Export or Print as needed

    1. To download or export, click the Export button

      1. Select File Type: CSV or PDF

      2. If downloading, simply click Download

      3. If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button

    2. To print, click the Print button

      1. Type CMD/CTRL + P on your keyboard to open the print preview pane

      2. 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.

  1. Log in on the web

  2. Click to open the Reporting page

  3. Under Student Reports, select Attachments

  4. Click on Staff to switch the report to show staff attachments

  5. Select CPR Certification for the Attachment Type

  6. Change the Expires on or before a date to 3 months in the future

  7. Check the box for Show staff missing this attachment so that we also see any staff members without any CPR Certification on file

  8. Click Apply to view the results

  9. Download, Export or Print as needed

    1. To download or export, click the Export button

      1. Select File Type: CSV or PDF

      2. If downloading, simply click Download

      3. If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button

    2. To print, click the Print button

      1. Type CMD/CTRL + P on your keyboard to open the print preview pane

      2. Adjust the print settings and print on a local device

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