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

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.

Notes:

It's not possible to join CDFs from different report types.
You can create custom CDFs when customizing Cloudbeds Reports or editing a Saved Report.

Create a new custom CDF

Inside the report, click Custom CDF.
- The option Custom CDF can also be found in the Columns section by clicking ADD+.

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

You are viewing one of the Cloudbeds Reports, click Save As to customize the report.
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: Cloudbeds Insights (Pilot) - How to Create Your Own Reports

Click ADD+.

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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.

Using the search bar or by looking at the list of fields, select the data field to use.
Click Insert.
Add a name and description for the new custom CDF.
Click Save.