| Purpose | Understand how Reporting is organized in Cloudbeds, which reporting areas may be available, and which additional capabilities are included with Cloudbeds Insights. |
| Best for | Property owners, property admins, managers, front desk staff, and accounting or finance teams. |
| Use this when | You are accessing Reporting for the first time, need help choosing the correct reporting area, or want to understand why another user or property sees different options. |
| Requirements | Reporting access and permission to access the relevant report data. See the Reporting and Cloudbeds Insights feature comparison for access and capability details. |
| Expected result | You can identify the reporting areas and capabilities available to you and choose the correct report or workflow for your task. |
| Limitations | Available tabs, reports, and actions depend on the property's products, configuration, and the user's assigned permissions. |
Introduction
Reporting is the main Cloudbeds area for viewing property and organization data. Customers with Reporting access can open reports provided by Cloudbeds, review results, export supported data, and schedule eligible report deliveries. The reports each user can see depend on their permissions for the data included in those reports.
Cloudbeds Insights is the paid reporting package that adds Builder and other advanced capabilities. These capabilities allow eligible users to create, copy, modify, save, organize, and distribute reports.
This overview explains how to open Reporting, what each navigation area contains, and how to choose the correct reporting path before moving to a task-specific guide.
Table of contents
- Access Reporting
- Reporting areas
- Reporting and Cloudbeds Insights feature comparison
- Reporting terms
- Choose the correct reporting area
Access Reporting
Start from the Cloudbeds PMS dashboard. The Reporting option is available according to the privileges assigned to your user role.
- Open the Main Menu
in the upper-left corner.
- Select Reporting
Reporting opens to the workspace and navigation options available for your property and user role. The animation below shows this navigation from the Cloudbeds PMS dashboard.
The property owner has Reporting access by default. Other users must have the appropriate privileges assigned to their role. Report availability also depends on permission to access the data included in each report. To review staff access, see Role privileges.
After opening Reporting, use the navigation areas described in the next section to locate reports, saved work, Hubs, or scheduled deliveries.
Reporting areas
The Reporting navigation separates reports and related tools by purpose. The areas shown to a user depend on the property's products and the user's assigned permissions.
Use the following table to understand what each area contains and whether Cloudbeds Insights is required.
| Reporting area | What it contains | Availability |
|---|---|---|
| Home | The main Reporting landing page and an entry point to the reports and reporting tools available for your property. | Available to users with Reporting access. Displayed reports and actions depend on the property's products and the user's permissions. |
| Cloudbeds Reports | Reports provided by Cloudbeds with predefined fields, groupings, filters, and configurations. Use the search field and categories to find a report for a specific operational or financial need. | Available to users with Reporting access and permission to access the data included in each report. |
| Reports | Reports created from scratch or copied from a Cloudbeds Report using Save As. These reports can be searched, tagged, and organized into folders. | Available with Cloudbeds Insights. Creating, copying, modifying, or organizing reports requires the appropriate Author permission. Viewers can open reports shared with them when they have permission to access the included data. |
| Hubs | Hubs created by your property or organization to display selected reports and visualizations together. | Available according to the property's Cloudbeds Insights package and the user's permissions. |
| Subscriptions | Scheduled report deliveries that run automatically and send report results to selected recipients. | Available to users with Reporting access. Users can create and manage subscriptions for eligible reports they can access. Customers with Cloudbeds Insights can also subscribe to reports created or copied using its Builder capabilities. |
The screenshot below shows the Reporting Home page for a property with Cloudbeds Insights. The navigation bar includes Home, Cloudbeds Reports, Reports, Hubs, and Subscriptions. The exact tabs and reports displayed may differ for another property or user.
The navigation areas show where reporting content is stored. The next section explains the difference between the capabilities included with Reporting and the additional capabilities included with Cloudbeds Insights.
Reporting and Cloudbeds Insights feature comparison
Reporting provides the core experience for opening reports, reviewing data, exporting supported results, and scheduling eligible Cloudbeds Reports. Cloudbeds Insights is the paid package that adds Builder and other advanced reporting capabilities.
Use this comparison to determine which experience supports the task you need to complete. Individual report availability still depends on your permissions for the relevant data.
| Reporting capabilities | Additional Cloudbeds Insights capabilities |
|---|---|
|
|
Having access to Cloudbeds Insights does not automatically provide access to every report or action. The user's Viewer or Author permission for each relevant data area determines what they can see and change.
- Author permission: Allows the user to create, copy, modify, save, and organize reports that use the corresponding data.
- Viewer permission: Allows the user to open reports that use the corresponding data and complete supported viewing, filtering, exporting, and subscription actions. Viewers can also subscribe to a report created by another user when they can access that report and its data.
Subscription management is not tied to Author permission. Users can create, edit, and delete subscriptions for reports they can access. For more information about Viewer, Author, and data-access privileges, see Role privileges.
A user may see fewer tabs, reports, or actions than another user at the same property when their assigned permissions are different.
The capability comparison explains what each reporting package supports. The following terms clarify the names used throughout related Cloudbeds reporting articles.
Reporting terms
Use these definitions when reading Reporting and Cloudbeds Insights articles. Some terms identify a product or navigation label, while others describe a report's structure or origin.
| Term | Meaning |
|---|---|
| Reporting | The Cloudbeds reporting experience used to access reports and scheduled report deliveries. |
| Report | A structured view of property or organization data based on selected fields, groupings, filters, and display settings. |
| Cloudbeds Report | A report provided by Cloudbeds with predefined fields, groupings, filters, and report logic. Users with Reporting access can use the Cloudbeds Reports for which they have permission to access the included data. |
| Report type | The foundational dataset that determines which fields, filters, and report configuration options are available. |
| Custom report | A report created from scratch or copied from a Cloudbeds Report using Save As. It is stored on the Reports tab and can be modified, saved, tagged, and organized into folders by users with Cloudbeds Insights and the appropriate Author permission. In some workflows, the interface may use the label Saved reports for these reports; this does not indicate a separate report type. |
| Cloudbeds Insights | The paid Cloudbeds reporting package that includes Builder and other advanced capabilities for creating, modifying, saving, organizing, and distributing reports. |
| Builder | The Cloudbeds Insights capabilities used by eligible Authors to create, copy, modify, and save reports. Builder is a feature set, not a separate Reporting destination. |
With the reporting areas, capabilities, permissions, and terminology established, use the next section as a quick routing guide for common reporting tasks.
Choose the correct reporting area
Start with the area that matches the task you need to complete. The area may not appear when your property does not have the required package or your role does not include access to the relevant data.
- To open a report provided by Cloudbeds, go to Home or Cloudbeds Reports.
- To find a report created or copied by a Cloudbeds Insights user, go to Reports.
- To view multiple reports and visualizations together, open Hubs.
- To create or review scheduled report deliveries, go to Subscriptions.
- To search for a report by describing the information you need, use Cloudbeds Intelligence Explore, available through Home or Cloudbeds Reports.
The navigation example below identifies the main tabs covered in this article. Use it to match the task above with the corresponding Reporting destination.
Some properties may see an additional Cloudbeds Hubs tab in the Reporting navigation. Because its availability and content can vary by property, it is not covered in this overview.
Related articles
You can now use the Reporting navigation, feature comparison, and terminology in this overview to choose the correct reporting path for your task. Review the following resources for more detailed guidance about advanced reporting capabilities, user permissions, and finding the right report:
Comments
I have lost Reporting ( both Classic and Cloudbed Reports) from the menu
Hi, Deborah Byrum,
We have created a new ticket for you so that our Support Team can take a closer look and assist with this request.
Regards!
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