| Purpose | Understand the updated Cloudbeds Insights Dashboards experience, what is changing, and which guide to use next based on whether you build or view dashboards. |
| Best for | Property managers, general managers, administrators, and owners who need to understand the updated Reporting and Cloudbeds Insights experience. |
| Use this when | You want a high-level explanation of the new Dashboards experience, need to identify the Reporting layout available to your property, or want to choose the right detailed guide for your next task. |
| Requirements | Creating or modifying custom reports and dashboards requires Cloudbeds Insights access and the applicable Author permissions. Viewing available reporting content depends on the reporting permissions assigned to your user. |
| Expected result | You can recognize the Reporting experience available to your property, understand the main Dashboards improvements, and continue to the correct Builder, Viewer, or access guide. |
| Limitations | Reporting navigation and available controls can vary by property while the Dashboards rollout is in progress. Navigation version and Cloudbeds Insights access are separate and may not change at the same time. |
Introduction
Cloudbeds Insights Dashboards provides an updated way to build, organize, and interact with reporting content in Cloudbeds.
The experience removes the initial dataset-selection step, brings available fields into the Data Fields panel, supports drag-and-drop field selection, allows multiple visualizations on the same dashboard, simplifies filtering, and includes a dedicated Viewer mode for reviewing dashboard information without changing its structure.
Start by identifying the Reporting experience available to your property, then use this overview to understand the main changes and choose the guide that matches what you need to do.
The updated Reporting and Cloudbeds Insights experience is rolling out in phases. The features described in this article may become available to some properties before others. During the transition, you can continue accessing reports in the previous experience, which is currently expected to remain available until early March 2027.
Table of contents
- Who this affects and how
- Find your Reporting experience
- What changes in the new Dashboards experience
- Builder and Viewer at a glance
- Reports and dashboards
- Choose your next guide
Who this affects and how
Cloudbeds Insights and the updated Reporting experience can affect different users in different ways depending on their role and reporting access.
| Role | What to know |
|---|---|
| Manager/GM | Use this overview to understand the new Dashboards experience and how it changes reporting. See Builder and Viewer at a glance to understand the main differences between creating and consuming dashboard content. |
| Admin | Confirm the property's current Reporting navigation and Cloudbeds Insights access before investigating a missing tab or control. See Find your Reporting experience. |
| Owner | Use this overview to understand the main Cloudbeds Insights improvements and how Builder capabilities differ from viewing available Reporting content. |
Find your Reporting experience
From the Main Menu , select Reporting
The Reporting page can look different across properties while the Dashboards rollout is in progress. To identify the experience available to your property, check two things:
- Reporting navigation: Your property may show the updated or legacy navigation.
- Cloudbeds Insights access: Properties with Cloudbeds Insights can show Builder controls for creating and managing custom reporting content. Properties without Cloudbeds Insights do not show the same Builder controls.
These two factors are independent. A property can use the updated navigation without Cloudbeds Insights, or have Cloudbeds Insights while still using the legacy navigation.
Keep the terminology separate when identifying what you see: Reporting refers to the overall reporting experience. In the legacy navigation, Cloudbeds Reports and Reports can appear as separate tab labels. Use the exact tab name shown in your account when following instructions or describing where you are in Reporting.
Updated Reporting navigation
The updated Reporting navigation includes Home, Reports and Dashboards, and Subscriptions. During the phased rollout, previous Reporting tabs may also remain visible. Cloudbeds Insights access determines whether Builder controls such as Manage and Add are available.
| Cloudbeds Insights access | What you may see |
|---|---|
| Yes | Home, Reports and Dashboards, and Subscriptions, together with Builder controls such as Manage and Add. |
| No | Home, Reports and Dashboards, and Subscriptions without the same Builder controls. |
Compare the examples below to identify whether your updated Reporting navigation includes Cloudbeds Insights Builder controls.
This updated Reporting layout includes Home, Reports and Dashboards, and Subscriptions. Builder Manage and Add controls are also available. To create a dashboard, select Add, then Dashboard.
This updated Reporting layout includes Home, Reports and Dashboards, and Subscriptions, but does not show the same Builder Manage and Add controls.
Legacy Reporting navigation
The legacy Reporting navigation can include separate tabs such as Cloudbeds Reports, Reports, Hubs, Cloudbeds Hubs, and Subscriptions. The exact tabs and Builder controls shown depend on the property's Cloudbeds Insights access.
| Cloudbeds Insights access | What you may see |
|---|---|
| Yes | Legacy Reporting tabs together with Builder controls such as Manage and Add. |
| No | Legacy Reporting navigation without the same Builder controls. |
Compare the examples below to identify whether your legacy Reporting navigation includes Cloudbeds Insights Builder controls.
This legacy Reporting layout includes tabs such as Cloudbeds Reports, Reports, Hubs, Cloudbeds Hubs, and Subscriptions. Builder Manage and Add controls are also available.
This legacy Reporting layout includes tabs such as Cloudbeds Reports, Cloudbeds Hubs, and Subscriptions, without the same Builder Manage and Add controls.
What changes in the new Dashboards experience
The updated Dashboards experience reduces setup steps and makes reporting content easier to build, organize, and review.
The main changes are summarized below.
| Area | What changes |
|---|---|
| Data selection | Builder users no longer start by selecting a dataset. Available fields are shown in the Data Fields panel. |
| Field addition | Fields can be added through the updated interface, including drag-and-drop. |
| Dashboards | Multiple visualizations, such as tables and charts, can be organized on the same dashboard canvas. |
| Filtering | Updated date and dashboard filters provide more direct controls, including predefined and relative date options where configured. |
| Viewer mode | Viewer mode hides Builder configuration areas while keeping dashboard visualizations and available filters accessible for review. |
| Hubs | Existing Hubs are migrated to the updated experience. The previous Hubs experience can remain available during the phased rollout. |
The video below provides a high-level walkthrough of the updated Builder and Dashboard experience, including the Data Fields panel, multiple visualizations, filtering, and Viewer mode.
The video is intended for orientation and does not document every available Builder configuration or workflow.
Builder and Viewer at a glance
The capabilities available depend on the property's Cloudbeds Insights access and the permissions assigned to the user.
| Experience | What it is for |
|---|---|
| Builder | Create and modify custom reports and dashboards. Builder capabilities require Cloudbeds Insights access and the applicable Author permissions. |
| Viewer | Review and interact with available reporting content without changing the dashboard's underlying structure. |
For detailed access and permission guidance, see Configure Cloudbeds Insights Viewer and Author Permissions.
Reports and dashboards
In the updated experience, a dashboard is the canvas that can contain multiple visualizations, such as tables and charts.
A report is reporting content presented as a structured view of data. In the updated Cloudbeds Insights experience, dashboards allow multiple visualizations to be organized and viewed together in one place.
When navigating Cloudbeds, distinguish the generic term report from visible navigation labels. For example, Cloudbeds Reports can appear as a specific tab in the legacy Reporting navigation. When giving or following navigation instructions, use the exact tab label shown in your account.
Choose your next guide
Use the guide that matches what you need to do next in the updated Reporting experience.
- To review or configure Cloudbeds Insights access and Author/Viewer permissions, see Configure Cloudbeds Insights Viewer and Author Permissions.
- To build or modify a custom dashboard, see Create and Configure a Custom Dashboard in Cloudbeds Insights.
- To review, filter, or subscribe to dashboards without changing their structure, see Use and Interact with Dashboards in Cloudbeds Insights.
- For common migration, navigation, access, and reporting-result questions, see the Cloudbeds Insights Dashboards FAQ.
Related articles
Now that you understand the updated Dashboards experience and where to continue for the main workflows, review these resources for supporting information about role configuration and reporting filters:
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