How to build Insights Hubs

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.
  1. Access Reporting by Cloudbeds Insights
  2. Insights hubs
  3. Add Insights hub
  4. Start building your Insights hub by adding the needed charts and/or tables

If you select +Add chart

  1. 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.
  2. Select your desired report
  3. Select the Chart Type. Chart editors now support 9 charts:
    • Line
    • Bar
    • Area
    • Combo
    • Pie
    • Sunburst
    • Treemap
    • Geomap
    • Calendar heatmap
  4. Click Add

If you select +Add table

  1. 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.
  2. 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.

  1. Select your desired report
  2. 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.

  1. Refresh: reloads the data in your hub.
  2. + Add chart: add a new chart to your hub. Use the arrow to add a table instead.
  3. Save: save any changes made to the hub.
  4. Actions menu:
    1. Edit: update the hub’s name and description.
    2. Delete: permanently remove the hub.
  5. 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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