| Purpose | Understand what Cloudbeds Insights adds to Reporting, which capabilities are available, and where to find the appropriate workflow guide. |
| Best for | Property owners, property admins, general managers, operations teams, finance teams, and users responsible for creating or managing reports. |
| Use this when | You want to understand Cloudbeds Insights before creating reports, managing report access, building Hubs, or scheduling report delivery. |
| Requirements | A Cloudbeds account with Cloudbeds Insights and the appropriate Author or Viewer dataset permission for the actions you need to complete. |
| Expected result | You can identify the capabilities included with Cloudbeds Insights and choose the correct guide for your reporting task. |
| Limitations | Available tabs and actions depend on the property's Cloudbeds Insights access and the user's assigned permissions. |
Introduction
Cloudbeds Insights extends the Reporting experience with capabilities for creating, copying, permanently customizing, organizing, and distributing reports.
All customers with reporting access can open and use reports provided by Cloudbeds. Customers with Cloudbeds Insights can also create reports from scratch or copy a Cloudbeds Report with Save As, then adjust fields, groupings, filters, and other report settings for their operational needs.
This article provides a high-level overview of Cloudbeds Insights. Use the linked workflow guides for detailed instructions.
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Table of contents
- Reporting access with and without Cloudbeds Insights
- Access Cloudbeds Insights
- Author and Viewer permissions
- Cloudbeds Insights capabilities
- Choose the correct workflow
Reporting access with and without Cloudbeds Insights
The Reporting navigation changes according to the features available to the property and the user's permissions.
| Access level | What the user may see | Main capabilities |
|---|---|---|
| Reporting without Cloudbeds Insights | Home, Cloudbeds Reports, and Subscriptions. | Open and run Cloudbeds Reports, apply supported temporary filters and display changes, review results, and complete available export or subscription actions. |
| Reporting with Cloudbeds Insights | Additional areas such as Reports and Hubs, depending on the user's assigned permissions. | Create and copy reports, save permanent customizations, organize reports, build Hubs, and use supported multi-property reporting capabilities. |
Use the tabs below to compare the Reporting navigation available without Cloudbeds Insights and with Cloudbeds Insights.
Properties without Cloudbeds Insights can access Cloudbeds Reports and other reporting areas available for their account, but they do not see the Reports or Hubs tabs used for reports and Hubs created by their property or organization.
Properties with Cloudbeds Insights may see the additional Reports and Hubs tabs used to access reports and Hubs created for the property or organization.
Some properties may see an additional Cloudbeds Hubs tab. Because its availability and content can vary by property, it is not covered in this overview.
Access Cloudbeds Insights
- Open the Main Menu
in the upper-left corner.
- Select Reporting.
Reporting opens to the areas available for your property and user role. Users with Cloudbeds Insights access may see additional tabs, including Reports and Hubs.
The property owner has reporting access by default. Other users must have the appropriate reporting privileges and dataset permissions assigned to their role. To review staff access, see Roles and Permissions.
Author and Viewer permissions
Cloudbeds Insights actions depend on whether the user has Author or Viewer dataset permission. The overview below explains the key differences between these access levels. For detailed report-management behavior, see Create and manage reports with Cloudbeds Insights.
| Permission | Available actions | Main restriction |
|---|---|---|
| Author | Create reports, copy Cloudbeds Reports with Save As, permanently edit and save report configurations, and organize reports into folders. | Requires Cloudbeds Insights and Author dataset permission. |
| Viewer | Open reports, sort columns, apply supported temporary filters, export data, and create supported subscriptions. | Cannot save permanent structural changes or manage report folders. |
A user may see fewer tabs or actions than another user at the same property when their assigned permissions are different.
Cloudbeds Insights capabilities
Cloudbeds Insights supports the reporting workflows below. Follow the linked resources for additional details and instructions.
| Capability | What it allows you to do | Where to learn more |
|---|---|---|
| Access reporting data through the Insights API | Query reporting data for supported integrations, automations, or data pipelines. | Cloudbeds Insights API documentation |
| Understand report data | Review report types and Cloudbeds Data Fields to understand which information can be included in a report and how the available data is structured. | Report Types and Cloudbeds Data Fields |
| Copy a Cloudbeds Report | Use Save As to create an editable copy of a report provided by Cloudbeds. | Create and manage reports with Cloudbeds Insights |
| Create reports from scratch | Build a report using the fields, groupings, filters, and display settings needed for a specific operational question. | Create and manage reports with Cloudbeds Insights |
| Configure report data | Configure columns, grouped rows, grouped columns, totals, details, and other supported report options. | Report Types and Cloudbeds Data Fields |
| Apply filters | Limit report results to the properties, dates, statuses, sources, or other conditions relevant to the analysis. | Filters Overview |
| Organize and manage reports | Save reports to folders, assign tags and descriptions, edit existing reports, and manage report availability for eligible properties. | Create and manage reports with Cloudbeds Insights |
| Share reports across an organization | Copy a report to other eligible properties in a multi-property Organization while maintaining the same report structure. Each copied report uses the destination property as its local property filter. | Create and manage reports with Cloudbeds Insights |
| Build Insights Hubs | Combine selected reports and visualizations into a single page for a specific audience or operational purpose. |
Insights Hubs: Everything you need to know How to build Insights Hubs |
| Schedule report delivery | Create subscriptions that run reports automatically and send results to selected recipients on a supported schedule. | How to add a new subscription |
Choose the correct workflow
Start with the guide that matches what you need to accomplish:
- To create a report, copy a Cloudbeds Report with Save As, or manage an existing report, see Create and manage reports with Cloudbeds Insights.
- To understand the available data and report structure, see Report Types and Cloudbeds Data Fields.
- To configure report filters, see Filters Overview.
- To understand how Hubs organize reports and visualizations, see Insights Hubs: Everything you need to know.
- To create an Insights Hub, see How to build Insights Hubs.
- To schedule automatic report delivery, see How to add a new subscription.
- To access reporting data through an API, see the Cloudbeds Insights API documentation.
Related articles
Review these resources for general Reporting navigation and detailed Cloudbeds Insights workflows:
Comments
I think in the future your system will be support QTY. of guest and QTY. of room per roomtype not whole booking.
Hi there, Cheesasi!
Thank you for your comment. 💙
I can see you posted your idea in our Community; therefore, I will continue to reply to you from there.
Thank you!
Best Regards,
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