How to build Insights Hubs

Mariia Korostashevych

Updated March 27, 2026 15:30

Check below on how to build your hub to have all the important charts, tables, and metrics in one place.

Create one or more hubs in a single property

You can add a maximum of 15 charts per hub;
You can multi-select charts and tables in the add modal to add multiple items onto a hub at once.
New charts and tables will be added at the bottom of the hub at full width, and you can then resize and rearrange them after.
A hub supports charts and tables from both Cloudbeds Reports and custom Saved Reports;
Items within a hub will have the same interactivity of viewing them in Saved Reports, such as zooming, filtering, toggling legend, etc.
Resize the chart within a hub by dragging the bottom right corner of the hub card
Rearrange the hub card by dragging the white space around the chart.
Hubs will dynamically adjust the hub cards within to fit the browser window size.

Access Reporting by Cloudbeds Insights
Insights hubs
Add Insights hub
Start building your Insights hub by adding the needed charts and/or tables

If you select +Add chart

Search by report.
You can also search for reports by typing the report name in the search bar or by filtering by report type (such as Financial, Reservations, or Occupancy) to narrow down the list.
Select your desired report
Select the Chart Type. Chart editors now support 9 charts:
- Line
- Bar
- Area
- Combo
- Pie
- Sunburst
- Treemap
- Geomap
- Calendar heatmap
Click Add

If you select +Add table

Search by report.
You can also search for reports by typing the report name in the search bar or by filtering by report type (such as Financial, Reservations, or Occupancy) to narrow down the list.
You can also filter by Cloudbeds Reports or your Saved Reports

Tables can be added from Cloudbeds stock reports or, if you have paid Insights, from your saved reports. You can also combine both in the same hub.

Select your desired report
Click Add

What's inside your hub

After adding charts and tables to your hub, you can manage and organize them using the options in the action bar at the top and the menus within each hub card.

The Actions menu allows you to distribute your hub data by exporting it on demand or scheduling recurring deliveries. Exported files can be downloaded in PDF or XLSX format, while subscriptions send the hub automatically to selected recipients based on the defined schedule.

Refresh: reloads the data in your hub.
+ Add chart: add a new chart to your hub. Use the arrow to add a table instead.
Save: save any changes made to the hub.
Actions menu:
1. Add subscription: schedule automated delivery of your hub via email. You can define frequency, recipients, and file format (PDF or XLSX).
2. Export to Excel: download the hub data as an XLSX file.
3. Export to PDF: download the hub as a formatted PDF, preserving the layout of charts and tables.
4. Edit: update the hub’s name and description.
5. Delete: permanently remove the hub.

The PDF export preserves the visual layout of your hub, including charts and tables, making it suitable for sharing or presentation purposes.

Chart or table menu (three dots): each chart or table has its own menu with options to:
1. Go to report: open the selected report in a new tab to explore the source of the data.
2. Pagination toggle: turn pagination on or off. Disabling pagination removes the “showing entries” control at the bottom of the card, displaying the full dataset.
3. Delete: remove the chart or table from the hub.

These tools make it easy to keep your hubs organized, customize their layout, and quickly access detailed reports whenever you need them.

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