How to build Insights Hubs

Mariia Korostashevych

Updated July 24, 2026 19:20

Purpose	Create an Insights hub and add charts or tables that bring important reporting information together in one view.
Best for	Property admins, general managers, revenue managers, and accounting managers who use Cloudbeds reporting data.
Use this when	You want to monitor related charts, report tables, and performance metrics from one customizable reporting page.
Requirements	Access to the Reporting section and the reports you want to add. A paid Insights subscription is required to add tables from Saved Reports.
Expected result	A saved Insights hub containing the charts and tables selected for your reporting needs.
Limitations	Each hub supports a maximum of 15 charts.

Introduction

Insights hubs let you combine reporting visuals and tables on a customizable page. Use a hub to keep the information you review together, such as revenue, occupancy, reservation, or operational performance data.

This guide explains how to create a hub, add content from Cloudbeds Reports or Saved Reports, arrange the hub layout, and use its management and export options.

Hub behavior and limits
Create an Insights hub
Add charts to an Insights hub
Add tables to an Insights hub
Manage an Insights hub

Hub behavior and limits

Before creating a hub, review how its content and layout work:

You can create one or more hubs for a single property.
Each hub supports a maximum of 15 charts.
You can select multiple charts or tables in the add window and add them to the hub at the same time.
A hub can contain charts and tables from Cloudbeds Reports and custom Saved Reports.
New charts and tables are added at the bottom of the hub at full width. You can resize and rearrange them after they are added.
Hub items retain available report interactions, such as zooming, filtering, and toggling chart legends.
To resize a card, drag its bottom-right corner.
To rearrange a card, drag the white space around its chart or table.
The hub dynamically adjusts its cards to fit the browser window.

Create an Insights hub

Start from the Reporting area, then create the page where you will assemble your charts and tables.

Open the Main Menu
Select Reporting
Go to the Hubs tab.
Click Add insights hub.

On the new hub page, click Add chart or Add table to begin adding reporting content.

Add charts to an Insights hub

Use the chart selection window to find a report and choose the visualization you want to display. You can search by report name or narrow the results using the available report, tag, and chart-type filters.

Search for the report you want to use. You can also filter the list by report type, such as Financial, Reservations, or Occupancy.
Select the desired report.
Select a Chart Type. Available chart types include:
- Line
- Bar
- Area
- Combo
- Pie
- Sunburst
- Treemap
- Geomap
- Calendar heatmap
Click Add.

The selected chart is outlined in the add window before you click Add.

Add tables to an Insights hub

Add a table when you need detailed report rows rather than a visual chart. The table window lets you search and filter available reports before selecting one or more items.

Search for a report by name or filter the list by report type, such as Financial, Reservations, or Occupancy.
Select Cloudbeds Reports or Saved Reports to choose the report source.

Tables can be added from Cloudbeds Reports. Properties with a paid Insights subscription can also add tables from Saved Reports and combine both report sources in the same hub.

Select the checkbox next to each report you want to add.
Click Add.

The report-source menu lets you switch between Saved Reports and Cloudbeds Reports before selecting the tables.

Manage an Insights hub

After adding charts and tables, use the action bar to update, save, export, or manage the complete hub. Each individual card also has its own menu for opening the underlying report or removing the card.

The numbered controls in the following image correspond to the management options described below.

Refresh: Reload the data displayed in the hub.
Add chart: Add another chart. Select the adjacent arrow to open the option for adding a table.
Save: Save changes made to the hub and its layout.
Actions: Open the hub-level management options:
- Add subscription: Schedule automated hub delivery by email. Configure the delivery frequency, recipients, and file format.
- Export to Excel: Download the hub data as an XLSX file.
- Export to PDF: Download a formatted PDF containing the hub's charts and tables.
- Edit: Update the hub's name and description.
- Delete: Permanently remove the hub.

The PDF export preserves the visual arrangement of the hub's charts and tables, making the file suitable for sharing or presentations.

The following example shows a PDF export containing report tables and a chart from the hub.

Chart or table menu: Select the three-dot menu on an individual card to access these options:
- Go to report: Open the source report in a new tab to review or explore its data.
- Delete: Remove the selected chart or table from the hub.

The card menu appears in the upper-right corner of each chart or table.