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Data Insights (Pilot) - How to Create Custom Cloudbeds Data Fields (CDFs)


This feature is currently in the pilot testing phase. If you want to join the pilot or have some feedback to share, reach out to our Support team at

Other than the existing  Cloudbeds Data Fields (CDFs), you can also create a new custom CDF to generate unique calculations or to create new descriptive fields to your report.


Create a new custom CDF

  1. Inside the report, click Custom CDF.
    • The option Custom CDF can also be found in the Columns section by clicking ADD+.
[Demo] Bali Jungle Resort - Reservation Test 1

If you don't see the option Custom CDF, it could mean two things — check the reasons and solutions below:

  1. You are viewing one of the Cloudbeds Reports, click Save As to customize the report.
  2. You are creating a new report and have not saved it yet. Make sure there is at least one column added to the table outline, then, click Save. Check: Data Insights (Pilot) - How to Create Your Own Reports
  1. Click ADD+.
[Demo] Bali Jungle Resort - Adjustments Report Custom
  1. Select the data Type:
    • String: This data type allows you to combine multiple dimensions into a single column.
    • Number: This data type allows you to create equations with your metrics. Join two existing CDFs by using the math symbols.
  • Metrics: Numeric data that can be summed, counted, or averaged.
  • Dimensions: Non-numeric data such as word input fields.
  1. Using the search bar or by looking at the list of fields, select the data field to use.
  2. Click Insert.
  3. Add a name and description for the new custom CDF.
  4. Click Save.
[Demo] Bali Jungle Resort - Adjustments Report Custom

Add the custom CDF to the Table Outline

  1. Click Outline.
  2. In the Columns section, click ADD+.
  1. Select the new custom CDF by checking the box.
[Demo] Bali Jungle Resort - payment1
  1. Run the report. You will now see the new column with the custom CDF.

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