Cloudbeds Insights - Filters Overview

Cloudbeds Insights allows you to have more flexibility to create your own reports by including the columns you want and applying filters to narrow the results. When creating a new report, commonly used default filters are applied to get you started — these can be edited as needed.

This article explains how Cloudbeds Insights filters work. For more information about the columns and rows in the table outline, check: Cloudbeds Insights - How to Add Columns and Rows in Table Outline

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

To get started, it's important to understand the filter options available:

  1. Properties: For multi-property customers. This will enable you to select which properties you want to be included in the scope of the report.
  2. Match any or all the advanced rules with the simple rules.
  3. Advanced rules: Build and save complex filter logic with groupings.
  4. Add rule: Add one or more simple rules.
[Demo] Bali Jungle Resort - Charges by Transaction Type
  1. Field rule: The data in the report will be filtered based on this rule (example: Check-in Date, Booking Date Time, Guest Count, etc).
  2. Operator: Operator of the rule (example: greater or equal, less than, equals).
  3. Value: Depending on the chosen rule, you can use default values (e.g, date and time) or insert the value manually (for example, when you select Card Last 4 Digits, you can enter the last 4 digits of the guest's credit card.
Operators Available
Operator Description
Equal Evaluates if the first value and the criteria are equivalent
Not Equal Evaluates if the first value and the criteria aren’t equivalent
Contains Evaluates if the first value contains the criteria value
Not Contains Evaluates if the first value does not contain the second value
Begins With Evaluates if the value begins with the corresponding criteria
Doesn't Begin With Evaluates if the value doesn't begin with the corresponding criteria
Ends With Evaluates if the value ends with the corresponding criteria
Doesn't End With Evaluates if the value doesn't end with the corresponding criteria
Is Null Determines if the value is null (blank)
Is Not Null Determines if the value is not null (blank)
Greater Evaluates if a value is greater than the criteria
Greater or Equal Evaluates if a value is greater than or equal to the criteria
Less Evaluates if a value is less than the criteria
Less or Equal  Evaluates if a value is less or equal to the criteria

How to apply the filters

  1. Click Filters.
  2. If you are part of an Organization, select one or multiple properties to be included in the report.
  3. Create advanced or simple rules.
  4. Click Apply.
[Demo] Bali Jungle Resort - Adjustments Report Test
Advanced Rules

With Advanced Rules, you can create rules with different logic in groups. Click the button to start creating your set of rules.

[Demo] Bali Jungle Resort - Adjustments Report Test
  1. Add Rule: A rule is a simple logic test applied to determine what records are included in the report.
    • By adding new rules, the same logic level will be applied to all rules within a Group. Either (a) all of the rules within a group all have to be met – i.e Match All "X" AND "Y"– or (b) at least one of the rules within a group needs to be met –  i.e. Match Any "X" OR "Y".

Click the drop-down to search the rule by scrolling down or typing it.

[Demo] Bali Jungle Resort - Adjustments Report Custom
  1. Add Group: By adding a new group, you can choose new logic levels for the new group of rules. You will be able to select Match ALL "First Group" AND "Second Group" or Match Any "First Group" OR "Second Group".
[Demo] Bali Jungle Resort - Adjustments Report Custom
  1. Click Apply to save your set of rules or the X button if you'd like to remove the rules.
[Demo] Bali Jungle Resort - Adjustments Report Custom
Add Rule (simple rule)
  1. Create one or more rules by clicking the Add Rule button. You can also combine the rules with Advanced Rules.

You can select to Match All "Advanced Rule(s)" AND "simple rule(s)"– or  Match Any "Advanced Rule(s)" OR "simple rule(s)".

  1. Click Apply to save the settings.
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