🧠Reporting navigation may look different in your account
Cloudbeds is updating how reports are accessed in the PMS. Depending on your property and rollout stage, you may see either the consolidated Reporting menu experience or the newer Reporting Homepage experience.
This change affects where reports are accessed, but it does not change the report data, calculations, filters, permissions, or financial logic.
If the navigation shown in this article does not exactly match your screen, refer to these guides for the latest reporting navigation experience:
Use those articles to identify the reporting layout available in your account before following the navigation steps below.
Cloudbeds Insights allows more flexibility in building your reports to get the exact information you want from the system. Fields, filter logic, summarization levels, sorting, columns, and other features can be configured to meet your preferences.
Benefits
- Easy to use Cloudbeds reports with pre-configured tables and filters.
- For the ultimate flexibility, customize your reports by using any fields and filters.
- Easy to navigate with tags, filters, titles, descriptions, and search functionality.
- Send reports automatically to selected users.
- Quick access to your favorite reports.
- Insights API access — query and access reporting data via API and integrate with your existing automations or data pipeline. Check out API documentation here.
Overview
 Property Owner has access to Cloudbeds Insights by default. Other users needs to be granted access to Cloudbeds Insights by the Property Owner inside Roles. Learn more: Roles and Permissions
- Click Menu
- Select Reporting Cloudbeds Insights
- There are 4 menus in Cloudbeds Insights:
- Home: On this page you can find a set of curated reports published by Cloudbeds and other customization features.
- Insights hubs - is a fully customizable reporting dashboard that allows our sophisticated customers to view their data visualizations all on a single page.
- Cloudbeds Reports: Ready to use reports with preselected columns and filters. These reports can be exported as they are or used as "templates" and customized based on your property needs.
- Saved Reports: On Saved Reports page, you can create new report from scratch and find all the reports that have been saved.
- Subscription: By subscribing to a report, you can schedule when a report is run and automatically sent to your inbox  at anytime daily, weekly or monthly.
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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