How to create custom Cloudbeds Data Fields (CDFs)

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

Notes:

For further questions about Cloudbeds Insights, please reach out to your Customer Success Manager.

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: Cloudbeds 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.

Useful articles

Click here to check all Cloudbeds Insights articles.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.