Cloudbeds Insights Frequently Asked Questions

All properties access the Reporting section the same way, regardless of whether they have Cloudbeds Insights enabled or not. Everyone sees the same list of Cloudbeds Reports (also called Stock Reports or Premade Reports).

The difference lies in the tools and capabilities available. Standard reporting provides view-only Stock Reports, while Cloudbeds Insights unlocks a full suite of customization and analysis features.

Cloudbeds Insights adds advanced reporting capabilities such as:

• Save As to create customized versions of Stock Reports
• Adding or removing Cloudbeds Data Fields (CDFs) in Table Outline
• Drag-and-drop reorganization of columns, rows, and groupings
• Creating or editing custom grouping structures
• Editable filter logic (add/remove conditions and operators)
• Using currency conversion in Financial datasets
• Actionable hyperlinks (open reservations directly from reports)
• Exporting multi-property datasets for Organization accounts
• Saving reports in folders and organizing custom content
• Adding tags to saved reports
• Sharing/cloning custom reports across properties in an Organization
• Scheduling reports via Subscriptions (daily, weekly, monthly)

This behavior usually occurs when the Select filter(s) toggle is turned ON. When enabled, each filter row displays a checkbox on the left side (as shown in the image below). These checkboxes determine whether the report should enforce or ignore each filter.

Here’s how the toggle works:

• Checked → The filter is enforced. Only records that contain the selected value(s) appear.
• Unchecked → The filter is ignored. Records appear even if the field is missing.

When Select filter(s) is ON, you will see:

• A green toggle switch at the top of the Filters panel
• A checkbox on the left side of every filter line
• Blue checkmarks beside filters that are actively applied

If you want the report to show all results (including records where a field is blank), set the filter operator to All. This includes values that are null or empty, so nothing is filtered out by default.

Note: The All option controls what the filter returns (including null or empty values), while the checkbox under Select filter(s) controls whether the filter is enforced or ignored. To apply the filter, make sure the checkbox on the left side of the filter row is checked.

Some filters—such as Reservation Status, Reservation Source, and Reservation Source Category—apply only to reservation-based data. When these filters are checked, the report will exclude non-reservation activity, including:

• POS & F&B items
• Add-ons not tied to reservations
• Payments without a reservation
• Adjustments
• House account activity

Follow these steps to open the report and view total room revenue by room type across months:

1. From the Main Menu , click Reporting
2. Under Cloudbeds Reports, choose Revenue.
3. Scroll or use the report search bar to find the Total Revenue by Month by Room Type report and click to open it.

Use the options below to focus the analysis or switch between monthly and daily detail.

Core filters

1. Service Date: Select the full period you want to analyze (e.g., 01 Jan – 31 Dec 2025). The report builds the month columns from this range.
2. Room Type: Leave as All to compare every room type side-by-side, or select specific room types.
3. Property: If your account has multiple properties, choose the one you want to analyze.

Filter a single month (e.g., September)

1. Turn on Select filter(s) (Advanced Filters).
2. Remove any existing Service Date filters, and add:
   • Service Date greater than or equal to 2025-09-01
   • Service Date less than 2025-10-01
3. Click Apply.
4. Run the report. Only September data will display.

See day-by-day revenue for the selected month

1. Go to the table Outline.
2. In the Group Rows, click Service Date.
3. Change the grouping from Month to Day.
4. Run the report again.