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Use Transaction Status in Cloudbeds Insights reports

Gabriela Garcia
Updated
Purpose Understand the Transaction Status Cloudbeds Data Field and use it to identify or filter Posted and Pending transactions in a Cloudbeds Insights report.
Best for Property managers, administrators, owners, and teams reviewing Financial data in Cloudbeds Insights.
Use this when You need to see whether transactions are Posted or Pending, or configure a report to include only Posted transactions.
Requirements Cloudbeds Insights and a report you can create or edit.
Expected result You can identify transaction posting status in a report and filter the report to show only Posted transactions when needed.

Introduction

Transaction Status is a Cloudbeds Data Field (CDF) available in Financial data. It identifies the status of a transaction in terms of system posting and can display Posted or Pending.

Use this field when you need to distinguish transactions by posting status in a Cloudbeds Insights report. For example, a room-rate transaction associated with a future stay date can appear as Pending.

This article explains how to interpret Transaction Status, add it to a report, and filter a report to show only Posted transactions.

Table of contents

Understand Transaction Status in Financial data

Transaction Status is available in the Financial dataset and helps you identify whether an applicable transaction is Posted or Pending.

Status What it indicates
Posted The transaction has a Posted status in the system.
Pending The transaction has a Pending status. For example, a room-rate transaction associated with a future stay date can appear as Pending.

You can add Transaction Status as a report field when you want to see the status in the results, or use it as a filter to control which transaction statuses are included.

For the complete directory of Financial and other Cloudbeds Data Fields, see Cloudbeds Data Fields (CDFs): definitions and calculations.

Add Transaction Status to a report

Add Transaction Status when you want the posting status displayed in the report results.

  1. Create a new report or open a report that you can edit in Cloudbeds Insights.
  2. In Table Outline, click + Add under Columns.
  3. Search for Transaction Status.
  4. Select Transaction Status to add it to the report.
  5. Run or refresh the report to review the results.

Transaction Status appears as a column in the report, as shown below.

Cloudbeds Insights Financial report with Transaction Status selected in Table Outline and the Transaction Status column displaying Pending values in the report results

For more information about adding and organizing fields in Table Outline, see Build and configure a custom report in Cloudbeds Insights.

Filter a report to show only Posted transactions

If you do not want Pending transactions included in the results, configure a Transaction Status filter to include only Posted.

  1. Open the report you want to edit.
  2. In Filters, click Add rule.
  3. Search for and select Transaction Status.
  4. Select IN as the operator.
  5. Select Posted and leave Pending unselected.
  6. Click Apply.
  7. Run or refresh the report and review the results.
  8. Save the report if you want to reuse this configuration.

The example below shows the filter configured for Posted transactions only.

Cloudbeds Insights Filters panel with Transaction Status set to include Posted and exclude Pending, while the report results display Posted transactions

 Filtering to Posted excludes transactions with a Pending status. Confirm which transaction statuses your reporting workflow requires before using the filtered totals.

For more information about adding and configuring report filters, see Filters Overview.

For broader reporting navigation and additional report configuration options, review:

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