Data Insights (Pilot) - How to Create Your Own Reports

If you're not sure where to start, you can check out our Cloudbeds Reports. These reports have preselected columns and filters and can be used as "templates" by making a copy and customizing it based on your property needs.

Learn more: Data Insights - Cloudbeds Reports

Build your own report and get the exact data you need. Fields, filter logic, summarization levels, sorting and columns can all be configured to meet your preferences.

1. Click Menu.
2. Go to Reports.
3. Select Data Insights.

4. On the Home page, click Create new report.

5. Select the Report Type from the dropdown:
   • Financial Transactions
   • Guests
   • Reservations
   • Occupancy
   • Payment
   • Invoices

6. Add a Report Name.
7. Tick the box Enable Period Comparison Mode if you'd like to compare month to date, year to date metrics in the report.
8. Add a Description (if desired).
9. Click Create.

10. Set up the Columns, Group Rows, Group Columns in the Table Outline and add Filters as needed.

If you prefer to work with prefilled table outline and filters, check out our report templates: Data Insights - Cloudbeds Reports

There are two types of data available for reports:

• Metrics: Numeric data that can be summed, counted, or averaged. These appear in Blue and are marked by a hashtag (#) icon. Any metric field can be sorted in multiple ways. Click on the metric, and select how you would like it sorted — you can select one or more than one options.
• Dimensions: Non-numeric data such as word input fields. These appear in gray and are marked by an abc icon.

Learn more about each function and see the example here:

• Data Insights - Table Outline Overview
• Data Insights - Filters Overview

11. If you previously enabled the Period Comparison Mode, you may select which data field to compare between periods (day, month to day, year to day). Click Apply.

Once you finish creating your report:

12. You can remove the selected columns / rows or columns groups by clicking on the x icon.
13. Drag and drop the fields to re-organize them.
14. Drag and drop the columns to the right or left to re-organize them (only applicable when you do not have rows/columns grouped).

15. Sort the results - applicable in the detailed view and with columns only. You can toggle between ascending and descending by clicking on the triangles in the headers.

16. Summary Information: In the summary, the metrics are calculated based upon the entire results but only a portion of the data is provided on the screen.

17. Totals: Turning ON the toggle will calculate the group rows fields and give you the subtotal of the metrics at the bottom of the table.
18. Details: Turning ON the toggle will display a detailed list of records that of the summarized table.
19. Transpose: Clicking the button to rotate the data from the rows to the column and vice versa. Transpose is available for the summary view when there is at least 1 grouped row and the Details toggle is off.
20. Auto-refresh: If switched ON, the report will automatically refresh whenever you make any change to the configuration. Switch OFF if you want to make multiple changes and run the report manually.
21. Run: Manually run the report.
22. Save report.

23. Update the Report Name if needed,
24. Select the folder to which the report will be saved.
25. Type one ore more tags inside the field. Every time you type a tag, end it with a comma (example: credit,).

26. Update the Description if needed.
27. Click Save.

Find and modify your saved reports in Data Insights  - Saved Reports

Reports can be exported from the system anytime. Follow the instructions: Data Insights - How to Export Reports

Schedule when a report is run and sent to your inbox automatically at anytime (daily, weekly or monthly). Check out article: Data Insights - How to Add a New Subscription (Scheduling)

• Data Insights - How to Add Columns and Rows in Table Outline
• Data Insights - Filters Overview
• Data Insights- Everything You Need to Know