Group reports

Mariia Korostashevych

Updated August 07, 2026 19:53

Purpose	Find and choose group-related Cloudbeds Reports for reservations, allotment blocks, invoices, pickup, occupancy, revenue, rooming information, and balances.
Best for	Property owners, property admins, and users who review group operations or group reporting.
Use this when	You need information about group activity or want help identifying which group-related report matches your reporting goal.
Requirements	Your property must have supported group functionality enabled. You also need Reporting access and the appropriate Viewer permission for the report type or types required by the report.
Expected result	You can find a group-related Cloudbeds Report, choose the option that matches the information you need, and understand which permissions affect access.
Limitations	Available reports and actions depend on your property's group management experience and the permissions assigned to your role.

Introduction

Cloudbeds Reports include predefined fields, groupings, filters, and report logic. For properties using group functionality, group-related reports can help review reservations, allotment blocks, invoices, pickup, occupancy, revenue, rooming information, balances, and other group activity.

Reporting provides several ways to locate these reports depending on what you already know. The following sections explain how to find them, compare the available options, and understand the access required to open them.

Find group reports
Choose a group report
Report access and permissions

Find group reports

Reporting supports different discovery paths depending on how specific your starting point is. Search from Home when you have a subject or keyword, browse the Groups folder when you already know you need a group-related report, or use Cloudbeds Intelligence Explore when you know the information you need but are unsure which report provides it.

Find reports from Home

Home is the main Reporting landing page. Use its search field when you know a subject or keyword, such as Group, but do not yet know which folder or report contains the information you need.

From the Main Menu , select Reporting
Select Home.
Enter a subject or keyword, such as Group, in the search field.
Review the matching reports in their corresponding reporting areas and select the report that matches your goal.

The example below shows how a search for Group surfaces matching reports across Reporting, including reports organized under Groups.

Browse the Groups folder

If you already know that you need a group-related report, go directly to the Groups folder. This focused view displays group-related Cloudbeds Reports together with their Report Type and Description, making it easier to compare reports before opening one.

From the Main Menu , select Reporting
Select Cloudbeds Reports.
Under Folders, select Groups.
Review the available reports, or use Search Reports, Report Types, or Tags to narrow the list.

Use the report title, report type, and description in the Groups folder to determine which report most closely matches the information you need.

Use Cloudbeds Intelligence Explore

If you know what information you want but are not sure which report provides it, use Cloudbeds Intelligence Explore. The tool lets you describe your reporting question and matches it with a relevant report, reducing the need to open and compare reports individually.

From Home or Cloudbeds Reports, select the Cloudbeds Intelligence Explore button to begin.

Choose a group report

The Groups folder organizes reports by subject, but the reports do not all use the same underlying data. The Report Type identifies the data used by a report and can differ depending on the question the report answers. For example, group-related reports can use Reservations, Groups and Events, Invoices, Occupancy, or Financial data.

Start with the reporting goal you are trying to answer. The following reports cover common group reservation, allotment, invoice, pickup, occupancy, and revenue workflows:

Report	Report type	Use it to
Allotment Blocked Reservations	Reservations	Review reservations associated with events and allotment blocks.
Group Booking Details	Groups and Events	Review centralized group details and associated allotment blocks, including event and block information.
Group Credit Notes Report	Invoices	Review issued credit notes for events.
Group Invoice Aging Report by Invoice Date	Invoices	Review open group invoices based on how many days they have been open since the invoice date, organized into 30-day intervals.
Group Invoice Aging Report by Payment Due Date	Invoices	Review open group invoices based on how many days they have been overdue since the payment due date, organized into 30-day intervals.
Group Invoices and Credit Notes	Invoices	Review issued invoices and credit notes for groups.
Group Occupancy Statistics	Occupancy	Review adjusted occupancy that includes rooms sold and definite allotment blocks while accounting for blocked and out-of-service inventory.
Group Occupancy Statistics - Year Comparison	Occupancy	Compare group occupancy across last year, the current year, and the next year.
Group Rooms Sold and Revenue Metrics	Occupancy	Review rooms sold and revenue for groups by stay date.
Pickup Room Detail	Groups and Events	Review group and allotment block pickup performance broken down by individual dates.
Pickup Summary	Groups and Events	Compare rooms blocked with rooms sold and review revenue and average daily rate by room type for a group.
Total Room Revenue By Group and Source	Financial	Review total room revenue by source and filter the results by service date, which corresponds to stay date.

Additional useful group reports

Other reports available for group workflows focus on reservation balances, rooming information, in-house reservations, and group profile details. Use these when your question is more specific to individual reservations, balances, or room assignments:

Report	Use it to
Group Profile Reservation Balance Due Summary	Review reservation balances for reservations linked to a group, including the balance due within the reservation folio.
Group Rooming List	Review the room list for a group by filtering for the applicable group.
In-House Group Reservations	Review in-house reservations that belong to groups.
Reservation Report by Group Profile	Review common reservation information together with the associated group profile information.
Reservation Report with Group Profile and Group Block Information	Review common reservation information together with the associated group profile and group block information.

If none of the report names clearly match your question, use Cloudbeds Intelligence Explore instead of opening reports one by one. Describe the information you need, then review the report suggested by the tool.

Report access and permissions

Reporting access and access to the data used by a report are controlled separately. The property owner has Reporting access by default. Other users need the appropriate Reporting privileges assigned to their role.

Each Cloudbeds Report is associated with one or more Report Types. A user can open a report only when their role includes Viewer permission for the required report type or report types. Because group-related reports can use Reservations, Groups and Events, Invoices, Occupancy, or Financial data, access can vary from one report to another even when the reports appear together under Groups.

Report availability also depends on the group management experience enabled for the property. Some properties use Groups, while others may use Groups and Events, the newer group management experience currently in limited release.

To review or change the privileges assigned to a role, see Role privileges.

Group reports help you find and review the predefined reporting content available for group activity. If you need broader Reporting guidance or want to go beyond predefined Cloudbeds Reports, review these resources to understand Reporting navigation and the additional report-building capabilities available with Cloudbeds Insights: