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:
- 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 Custom CDF option can also be found in the Columns section by clicking +Add.
If you don't see the option Custom CDF, it could mean two things — check the reasons and solutions below:
- If viewing one of the Cloudbeds Reports, click Save As to customize the report.
- If you are creating a new report but have not saved it, make sure at least one column is added to the table outline, then click Save. Check out how to create your own reports.
- Click Add+.
- Add a name and description for the new custom CDF.
- Select the Data Type:
- String: This data type allows you to combine multiple dimensions into a single column.
- Row-level calculated CDF / Aggregation calculated CDF: These data types allow you to create equations with your metrics and choose the format (number, percentage, or currency). Use the math symbols to join two existing CDFs.
Important to know:
- Metrics: Numeric data that can be summed, counted, or averaged.
- Dimensions: Non-numeric data such as word input fields.
- Select the data field you want to use in the search bar or by looking at the list of fields.
- Click Insert.
- Click Save.
Add the custom CDF to the Table Outline
- Click Outline.
- In the Columns section, click +Add.
- Select the new custom CDF by checking the box.
- Run the report. You will now see the new column with the custom CDF.
Click here to check all Cloudbeds Insights articles.
If you need further assistance or more information, our Support Team is here to help!
Comments
Please sign in to leave a comment.