This feature is currently in a closed pilot testing phase. While we are not accepting new properties in the pilot program, the feature is coming live soon.
There are 6 report types in Data Insights: Financial, Guests, Reservations, Occupancy, Payment and Invoices.
The report type controls the scope of data available in the report, for example, Financial report type has Cloudbeds Data Fields and filters available related to financial data — whereas Guests report type has everything related to guest's data.
Cloudbeds Data Field (CDF) is a data field provided and defined by Cloudbeds. This article list all CDFs available in each report type.
Financial
Financial transactions that are made, including debits and credit and their attributes.
Only reservations with posted transactions in the Folio will be displayed in the report. If a reservation has only future transaction (pending) or the reservation status is Cancelled/No Show without any transactions in the Folio, the reservation will not be displayed in the report.
Booking
| Cloudbeds Data Field | Description |
| Booking Date Time - UTC | When the reservation was originally made, in UTC time. |
| Booking Date Time - Property | When the reservation was originally made, per the property's time zone. |
| Check-In Date | Date the reservation starts, when the guests arrives, the first room night. |
| Check-Out Date | Date the reservation ends and the guest departs. |
| Rate Plan - Private Name | The rate plan name that is unique to the rate plan and that is only visible internally. |
| Rate Plan - Public Name | The Rate plan name that is visible to the customer. Different Rate Plans may have the same name. |
| Reservation Number | The confirmation number that the Cloudbeds System automatically assigns to a reservation and that uniquely identifies a reservation. Sometimes refered to as Reservation ID. |
| Reservation Source | How reservation was booked: Phone, Booking Engine, Expedia, etc Sometimes referred to as the Channel. |
| Reservation Status | Status of the Reservation: Confirmed, Confirmed Pending, Cancelled, In-House, Checked Out, or No Show. Could be another custom status (hardcode). |
| Room Number | The number or name that identifies the room(s) associated with the transaction. |
| Room Type | The type of room, as categorized in MFD. |
| Hotel Collect Booking Flag | Channel Pay or Hotel Pay. |
| Card Type | The credit card type on file for the reservation, or example Visa, Discover, etc. |
| Reservation Source Category | The groups of reservation sources: Direct, Group, Wholesaler, OTA or Travel Agent. |
| Group Profile Type | The type of groupe: Group (one time event), Company, Travel Agent, Wholesaler. |
| Group Profile Name | Group Profile is the master profile under which a certain group of reservations is created or added. This could be a company, wedding party, travel agent, etc. It may or may not be associated with a group block allotment. |
Finance
| Cloudbeds Data Field | Description |
| Add-on Charge Type | The Add-on item that was purchased along with the reservation. An Add-on is a item or service that is purchased via mybooking along with the reservation. |
| Add-on Item | The Add-on item that was purchased along with the reservation. An Add-on is a item or service that is purchased via Cloudbeds Booking Engine along with the reservation. |
| Credits | The amount of payment. The amount being credited to the folio or bill. |
| Debits | Amount that is owed for an item, the amount charged. |
| Fee Type | The type of the Fee charged. These are set up in the Taxes and Fees section of the property configuration in Cloudbeds PMS. |
| POS Charge Category | The category of the POS (Point of Sale) item purchased. For example drip "coffee" and "espresso" might be in the "coffee and tea" category ; "beer" might be in a "Alcohol" category. |
| POS Charge Description | The item purchased via a POS (point of sale) system that has been integrated into Cloudbeds. Often this will include items purchased via a cafe, restaurant, gift shop, etc. |
| Quantity | Number of items purchased. |
| Refund Flag | Indicates if the transaction is a refund. |
| Room Revenue Type | The type of Charge associated with the Room Revenue: Room Rate, Cancellation Fee, No Show, or Manual charge. |
| Tax Type | The type of the tax charged. These are set up in the Taxes and Fees section of the property configuration on Cloudbeds PMS. |
| Transaction Code | The code or ID associated the transaction. |
| Transaction Date Time - UTC | When the transaction occurred, in UTC time. |
| Transaction Date Time - Property | When the transaction occurred, per the property's time zone. |
| Transaction Type | Whether it is a guest reservation, house account, cash drawer, or group profile. |
| Void Flag | Indicates if the transaction is a void. |
| Item and Service Category | The category for the item, as it was set up on Cloudbeds PMS in the Items and Services section in the Property Configuration. |
| Item and Service Type | The type of the item purchased. These are set up in the Items and Service section of the property configuration on Cloudbeds PMS. Does not include room revenue or taxes or fees. |
| Card last 4 digits | Last 4 digits of card, needed when verifying what card has been used. |
| Adjustment Flag | Indicates the transaction is an adjustment. |
| Balance Due | What the Guest owes. Equals Debits minus Credits. Positive amounts indicate money is owned on the account. Negative amounts indicated a credit for the guest. |
| Payment Method | The type of payment that was provided. For example credit card, bank transfer, check, cash, voucher. |
| Transaction Notes | The note associated with the transaction. Most transactions don’t have notes, but we provide the option of showing notes for those that do. |
| Latest Invoice Number | The unique ID associated with the invoice. |
| Invoice Created Date Time - UTC | Date the invoice was created, in UTC time. |
| Invoice Guest Name | Who the invoices was issued to. |
| Invoice Create Date Time - Property | Date the invoice was created, per the property's time zone. |
| Transaction Status | Status of the transaction either Posted or Pending. |
Primary Guest
| Cloudbeds Data Field | Description |
| Primary Guest First Name | Primary guest first name. |
| Primary Guest Surname | The primary guest surname, also referred to as the last name. |
| Primary Guest Full Name | First Name and Surname (Last) Name associated with the booking. |
Property
| Cloudbeds Data Field | Description |
| Property Name | The name of the property. |
| Property ID | The Cloudbeds ID associated with the property. Having a unique ID per property is useful when integrating with other systems |
| User | Name of the Cloudbeds user that made the change / update. |
Guests
The details on each guest at the hotel, including the history if their stays, their contact information, document information, etc.
Booking
| Cloudbeds Data Field | Description |
| Booking Date Time - UTC | When the reservation was originally made,
in UTC time. |
| Booking Date Time - Property | When the reservation was originally made,
per the property's time zone. |
| Cancellation Date Time - UTC | Date and time the reservation was
cancelled, in UTC time. |
| Cancellation Date Time - Property | Date and time the reservation was
cancelled, per the property's time zone. |
| Check-In Date | Date the reservation starts, when the
guests arrives, the first room night. |
| Check-Out Date | Date the reservation ends and the guest departs. |
| Reservation Status | Status of the Reservation: Confirmed,
Confirmed Pending, Cancelled, In-House, Checked Out, or No
Show. |
| Third Party Confirmation Number | Confirmation number from the OTA or travel agency. |
| Reservation Number | The confirmation number that the Cloudbeds System
automatically assigns to a reservation and that uniquely identifies
a reservation. Sometimes refered to as Reservation ID. |
| Duration of Stay | Duration of stay. |
Guest
| Cloudbeds Data Field | Description |
| Guest Address | First line of the guest's street address. |
| Guest Address line 2 | Second line of the guest's street address. |
| Guest Mobile Phone Number | The mobile phone number of the guest. |
| Guest City | The city of the guest's address. |
| Guest Date of Birth | Date of birth of the guest. |
| Guest Document Expiration Date | Expiration date of the ID provided by the
guest. For example the passport expiration date. |
| Guest Document Issue Date | Issue date of the ID provided by the
guest. For example the passport issue date or the driver's license
issue date. |
| Guest Document Issuing Country | The issuing country of the ID provided by
the guest. For a Canadian Passport it would be Canada. |
| Guest Document Issuing Country Code | The issuing country code of the ID
provided by the guest. For a Canadian Passport it would be
CA. |
| Guest Document Number | ID number of the ID provided by the guest.
For example a passport number. |
| Guest Document Type | The type of ID provided by the guest, for
example drivers license, passport, etc. |
| Guest Email | Email address of the guest. |
| Guest First Name | Guest first name. |
| Guest Surname | The last name a guest. |
| Guest Full Name | The names of guests associated with the
reservation. Guest Full Name = First Name + Surname. |
| Guest Phone Number | The phone number of the guest. |
| Guest Postal / ZIP Code | The postal code of the guest's address. |
| Guest Residence Country | The country of the guest’s address. |
| Guest Residence Country Code | The country code of the guest’s address. |
| Guest State | The state of the guest's address. |
| Guest Gender | Guest's Gender. |
| Primary Guest Flag | Flag that identifies if the guest is the
primary guest associated with the reservation. |
| Guest Status Level | Identification on if the Primary Guest is
a VIP, Gold Member, Blacklisted, etc. Statuse are set up in the
Guest Status section under Property Configuration on Cloudbeds PMS. |
| Opt-In for Marketing Emails | List of customers that have opted into
marketing emails. |
| Repeat Guest Flag | Yes No Flag that identifies if the guest
is a repeat guest. |
| Property Check-In Time | Time Guests arrive, per property policy. |
| Property Check-Out Time | Time Guest depart, per property policy. |
Property
| Cloudbeds Data Field | Description |
| Property ID | The Cloudbeds property ID associated with the property. |
| Property Name | The name of the property. |
Reservations
Booking or Reservation information include who booked, where the booking came from, when it occurs, the price, the rate plans, room types, etc.
Booking
| Cloudbeds Data Field | Description |
| Adults | Number of adults in the reservation. |
| Booking Date Time - UTC | When the reservation was originally made, in UTC time. |
| Booking Date Time - Property | When the reservation was originally made, per the property's time zone. |
| Cancellation Date Time - UTC | Date and time the reservation was cancelled, in UTC time. |
| Cancellation Date Time - Property | Date and time the reservation was cancelled, per the property's time zone. |
| Check-In Date | Date the reservation starts, when the guests arrives, the first room night. |
| Check-Out Date | Date the reservation ends and the guest departs. |
| Children | Number of children in the reservation. |
| Guest Count | Total number of guests associated with the reservation, including Adults and Children. |
| Room Count | The number of rooms associated with the booking, Most bookings only have 1 room, but larger groups may have many rooms under one booking. |
| Reservation Number | The confirmation number that the Cloudbeds System automatically assigns to a reservation and that uniquely identifies a reservation. Sometimes refered to as Reservation ID. |
| Reservation Status | Status of the Reservation: Confirmed, Confirmed Pending, Cancelled, In-House, Checked Out, or No Show. Could be another custom status. |
| Room Nights | The number of room nights associated with the reservation. For example if a reservation has two room that both check in on Sunday and Check out on Tuesday, that would include 4 Room Nights. |
| Room Reservation Number | The ID or confirmation number that the Cloudbeds System automatically assigns to a room within the reservation and that uniquely identifies a that room and reservation. |
| Third Party Confirmation Number | Confirmation number from the OTA or travel agency. |
| Hotel Collect Booking Flag | Channel Pay or Hotel Pay. |
| Estimated Arrival Time | Estimated arrival time. Can help to plan for late or early arrivals. |
| Active Reservation Notes | Information on the Guest and the reservation in the original language. |
| Active Group Profile Notes | Any Active Group Profile Notes that are associated with this Booking. |
| Active Guest Notes | Active notes regarding the guest. Can also be seen on the reservation page under Guest Notes. |
| Group Allotment Code | The auto generated code that uniquely identifies an Allotment. For example b283824. |
| Group Allotment Name | The Group Block Name is associated with the reservation. Is null if it is not associated with a group block. |
| Group Profile Code | The auto generated code that uniquely identifies transactions associated with the Group Profile, for example g572444. |
| Group Profile Name | Group Profile is the master profile under which a certain group of reservations is created or added. This could be a company, wedding party, travel agent, etc. It may or may not be associated with a group block allotment. |
| Group Profile Type | The type of groupe: Group (one time event), Company, Travel Agent, Wholesaler. |
| Rate Plan - Public Name | TThe Rate plan name that is visible to the customer. Different Rate Plans may have the same name. |
| Rate Plan - Private Name | The rate plan name that is unique to the rate plan and that is only visible internally. |
| Reservation Source Category | The means by which the booking was made, for example Direct, Group, Wholesaler, OTA, Travel Agent. These are categories of Sources. |
| Reservation Source | How reservation was booked: Phone, Booking Engine, Expedia, etc Sometimes referred to as the Channel.. |
| Room Types | The type of rooms. If there are more than one associated with the booking they will be concatenated into 1 field. |
| Room Numbers | The rooms numbers. If there are more than one associated with the booking they will be concatenated into 1 field. |
| Reservation Special Requests | Special requests from OTAs provided at the time the booking, in the original language. |
| Group Allotment Block Notes | Messages associated with the group allotment block. |
Finance
| Cloudbeds Data Field | Description |
| Deposit | Amount of the deposit for the reservation. It may or may not be refundable. |
| Grand Total | Total Room Revenue Associated with a reservation. Includes Taxes and Fees. Covers the entire length of stay. |
| Card last 4 digits | Last 4 digits of card, needed when verifying what card has been used. |
| Commission | The commission amount for the reservation. |
| Credit Card Type | The credit card type on file for the reservation, or example Visa, Discover, etc. |
| Reservation Balance Due | What is what is left to be paid for the reservation. Equals the Reservation Grand Total minus the Reservation Amount Paid. |
| Total Reservation Taxes | The total taxes for the reservation. |
| Reservation Paid Amount | The amount that has been paid toward the reservation. |
| Room Revenue Total | Total of the Room Rates for the Length of Stay. Does NOT include taxes and fees |
Primary Guest
| Cloudbeds Data Field | Description |
| Primary Guest Postal / ZIP Code | The postal code of the primary guest’s address. |
| Primary Guest Address | First line of the Primary Guest's street address. |
| Primary Guest Address Line 2 | Second line of the Primary Guest's street address. |
| Primary Guest Mobile Phone Number | The mobile phone number of the Primary Guest. |
| Primary Guest City | The city of the Primary Guest's address. |
| Primary Guest Residence Country Code | The country code of the Primary Guest's address. |
| Primary Guest Residence Country Name | The country of the Primary Guest's address. |
| Primary Guest ID | The ID associated with the Guest. Automatically generated by the database for tracking. |
| Primary Guest Date of Birth | Primary Guest's date of birth. |
| Primary Guest Document Expiration Date | Expiration date of the ID provided by the guest. For example the passport expiration date. |
| Primary Guest Document Issue Date | Issue date of the ID provided by the guest. For example the passport issue date or the driver's license issue date. |
| Primary Guest Document Issuing Country Code | The Issuing Country of the ID provided by the guest. For example for a Canadian Passport it would be CA. |
| Primary Guest Document Issuing Country | The country of Primary Guest’s identification information. |
| Primary Guest Document Number | ID number of the ID provided by the guest. For example a passport number. |
| Primary Guest Document Type | The type of ID provided by the guest, for example drivers license, passport, etc. |
| Primary Guest Email | Email address of the Primary Guest. |
| Primary Guest Full Name | First Name and Surname (Last) Name associated with the booking. |
| Primary Guest First Name | Primary guest first name. |
| Primary Guest Surname | The primary guest surname, also referred to as the last name. |
| Primary Guest Gender | Primary Guest's Gender. |
| Primary Guest Phone Number | The phone number of the Primary Guest. |
| Primary Guest State | The state of the Primary Guest's address. |
| Primary Guest Status Level | Identification on if the Primary Guest is a VIP, Gold Member, Blacklisted, etc. Statuse are set up in the Guest Status section under Property Configuration on Cloudbeds PMS. |
| Opt-In for Marketing Emails | List of customers that have opted into marketing emails. |
| Repeat Guest Flag | Yes No Flag that identifies if the guest is a repeat guest. |
Property
| Cloudbeds Data Field | Description |
| Property Name | The name of the property. |
| Property ID | The Cloudbeds ID associated with the property. Having a unique ID per property is useful when integrating with other systems |
Room Nights
| Cloudbeds Data Field | Description |
| Stay Date | The dates that the customer stays in the hotel. For example if a guest checks in on July 1st and checks out on July 3rd, their stay dates are July 1st and July 2nd |
| Room Rate | The room rate associated with the reservation. |
| Room Night Extra Adult Charges | The rate for extra adult per room night. |
| Room Night Extra Kids Charges | The rate for extra child per room night. |
Occupancy
The productivity information for the hotel, including metrics such as occupancy, room nights, Revpar, ADR, etc. Used by revenue managers to set prices and distribution strategies.
Booking
| Cloudbeds Data Field | Description |
| Booking Date | Also known as Booking Date. When the reservation was originally made. |
| Guest Count | Total number of guests associated with the reservation, including Adults and Children |
| Reservation Source | How reservation was booked: Phone, Booking Engine, Expedia, etc. Sometimes referred to as the Channel. |
| Reservation Source Category | The means by which the booking was made, for example Direct, Group, Wholesaler, OTA, Travel Agent. These are categories of Sources. |
| Room Revenue | The room revenue associated with the booking. Covers the entire lenght of stay. Includes the room rates. Doe not include taxes, cancelation fees and other fees. |
| Room Rate | The room rate associated with the booking. |
| Stay Date | The dates that the guest stays in the hotel. For example if a guest checks in on July 1st and checks out on July 3rd, their stay dates are July 1st and July 2nd. |
Occupancy
| Cloudbeds Data Field | Description |
| Available Room Count | The unsold rooms that are available to be booked. Equals capacity minus occupied rooms minus out of service rooms. |
| Occupancy | The percent of available accommodations that are sold; equals the room nights divided by the capacity and excludes the out of service rooms. |
| RevPar | Revenue per available room: Revenue / (Occupancy - Out of Service). |
| Room Nights | The number of room nights associated with the reservation. For example, if the reservation has two rooms that both check in on Sunday and check out on Tuesday, that would include 4 room nights. |
Production
| Cloudbeds Data Field | Description |
| ADR | Average Daily Rate = Room Revenue / Room Nights |
| Bed Based Capacity | The number of guest that a property can accommodate. For example, a hotel with 20 rooms, each with one king bed can accommodate 40 people, 2 per king bed. |
| Bed Places per Accommodation | The capacity of the room type. |
Property
| Cloudbeds Data Field | Description |
| Property Name | The name of the property. |
| Property ID | The Cloudbeds ID associated with the property. Having a unique ID per property is useful when integrating with other systems |
| Room Type |
The type of room(s), as categorized in Cloudbeds PMS. If there are more than one room type associated with the reservation, they will be listed out separately. |
Payment
Payment processing information, including charges, fees, chargebacks, reversals, etc.
Booking
| Cloudbeds Data Field | Description |
| Check-In Date | Date the reservation starts, when the guests arrives, the first room night. |
| Check-Out Date | Date the reservation ends and the guest departs. |
| Card Type | The card type on file for the reservation, or example Visa, Discover, etc. |
| Reservation Number | The confirmation number that the Cloudbeds System automatically assigns to a reservation and that uniquely identifies a reservation. Sometimes referred to as Reservation ID. |
| Primary Guest Full Name | First Name and Surname (Last) Name associated with the booking. |
Primary Guest
| Cloudbeds Data Field | Description |
| Primary Guest Full Name | First Name and Surname (Last) Name associated with the booking. |
Finance
| Cloudbeds Data Field | Description |
| Card Last 4 Digits | Last 4 digits of card, needed when verifying what card has been used. |
| Payment Method | The type request being made. Possible values are: Authorize, Purchase, Refund, Capture, Void, Authorization, Reversals, Chargebacks. |
Payment
| Cloudbeds Data Field | Description |
| Card Issue Country | The country associated with the issuing bank. |
| Payment Gateway Result | Messaging regarding the reason for the status. Includes error details if payment processing fails. Is empty for successful payments. |
| Payment Gateway Status | The status of the gateway processing. |
| POS Entry Mode | The means by which the card information was captured. |
| Terminal Label | The merchant's name of the terminal. |
| Payment Schedule Date Time | The date the payment is scheduled to be processed. |
| Payment Gateway Transaction ID | The ID associated with the Gateway Request and Response. |
| Payment Fee | A fee deducted from payout for card processing and risk. |
| Payment Net | The amount paid to the merchant. Equals amount submitted minus fee. |
Property
| Cloudbeds Data Field | Description |
| Property Name | The name of the property. |
| Property ID | The Cloudbeds ID associated with the property. Having a unique ID per property is useful when integrating with other systems |
Payout
| Cloudbeds Data Field | Description |
| Payment Amount Submitted | The amount that is requested to be paid by the card holder. |
| Payment Gateway | Name of the gateway processor. |
Invoices
The invoice and credit note information. Each document is a snapshot in time. The contents do not change but they can be voided and superseded.
The information provided in this report is subject to the picture in time when the invoice was created.
Example: If you changed the total revenue of the reservation because you added a product after the invoice was created, this will not be reflected in the report, as the information taken to build the report comes from the invoice created.
Property
| Cloudbeds Data Field | Description |
| Property Name | The name of the property. |
| Property ID | The Cloudbeds ID associated with the property. Having a unique ID per property is useful when integrating with other systems |
Bill From
| Cloudbeds Data Field | Description |
| Bill From Name | Name of business issuing the invoice, usually the property. |
| Bill From Address Line 1 | Street address of the invoicer. |
| Bill From Address Line 2 | Second line of the invoicer's address. |
| Bill From City | City of the invoicer. |
| Bill From State | State of the invoicer. |
| Bill From Country Code | Country of the invoicer. |
| Bill From Postcode | Postal or the zip code of the invoicer. |
| Bill From Phone Number | Phone number of the invoicer. |
| Bill From Email | Email of the invoicer. |
Bill to
| Cloudbeds Data Field | Description |
| Bill to Name | Guest Name / Company Name |
| Bill to Address Line 1 | Street address of entity receiving invoice. |
| Bill to Address Line 2 | Second line of entity receiving invoice. |
| Bill to City | City of entity receiving invoice. |
| Bill to State | State of entity receiving invoice. |
| Bill to Country Code | Country of entity receiving invoice. |
| Bill to Postcode | Postal or the zip code of entity receiving invoice. |
Reservation
| Cloudbeds Data Field | Description |
| Reservation Check-in Date | Check-in date associated with the invoice. |
| Reservation Check-out Date | Check-out date associated with the invoice. |
| Reservation Room Nights | Length of stay associated with the invoice. |
| Reservation Date Time | Booking date of reservation associated with the invoice. |
| Language Code | Code identifying the language of the invoice, for example EN for English. |
| Reservation ID | ID of reservation or group associated with the invoice. |
Invoice
| Cloudbeds Data Field | Description |
| Invoice Status | Open or Paid or Voided or Credit Note. Learn more: Invoicing - Overview |
| Invoice Type | Invoice or Credit Note. |
| PDF URL | Accessible when logged in to Cloudbeds PMS with proper access. |
| Invoice Date | The the invoice or credit note is issued. |
| Invoice Number | ID associated with the invoice or credit note. |
Invoice Totals
| Cloudbeds Data Field | Description |
| Invoice Currency Code | Currency used in the invoice. |
| Total Tax Amount | Taxes associated with the invoice. |
| Total Gross Amount | Total charges. |
| Balance Due | Total balance due, charges minus payments. |
