This feature is currently in the pilot testing phase. If you want to join the pilot or have some feedback to share, reach out to our Support team at firstname.lastname@example.org.
Data 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 Data Insights filters work. For more information about the columns and rows in the table outline, check: Data Insights - How to Add Columns and Rows in Table Outline
Property Owner has access to Data Insights by default. Other users needs to be granted access to Data Insights by the Property Owner inside Roles. Learn more: Roles and Permissions
To get started, it's important to understand the filter options available:
- Properties: For multi-property customers. This will enable you to select which properties you want to be included in the scope of the report.
- Match any or all the advanced rules with the simple rules.
- Advanced rules: Build and save complex filter logic with groupings.
- Add rule: Add one or more simple rules.
- Field rule: The data in the report will be filtered based on this rule (example: Check-in Date, Booking Date Time, Guest Count, etc).
- Operator: Operator of the rule (example: greater or equal, less than, equals).
- 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.
|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
- Click Filters.
- If you are part of an Organization, select one or multiple properties to be included in the report.
- Create advanced or simple rules.
- Click Apply.
With Advanced Rules, you can create rules with different logic in groups. Click the button to start creating your set of rules.
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.
- 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".
- Click Apply to save your set of rules or the X button if you'd like to remove the rules.
- 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)".
- Click Apply to save the settings.