Use simple and advanced filter rules in Cloudbeds Insights

Introduction

Filters control which records are included in report results. In Reporting, supported filters on Cloudbeds Reports can be temporarily adjusted to review different results. With Cloudbeds Insights, you can also create or edit reports and configure the filter rules used in them.

This article focuses on how those rules relate to each other. Use simple rules for straightforward conditions and Advanced Rules when the report requires grouped AND/OR logic.

Table of contents

• Choose Match All or Match Any
• Use simple rules
• Use Advanced Rules
• Combine simple and Advanced Rules

Choose Match All or Match Any

When more than one condition is included at the same logic level, Match All or Match Any determines how those conditions work together.

For example, if two rules use Match All, a record must satisfy condition A AND condition B. With Match Any, the record can satisfy condition A OR condition B.

The example below highlights the main controls in the Filters panel: 1 is the property selector, 2 is the Match All or Match Any control, 3 shows the Advanced Rules status, and 4 is Add rule.

Use simple rules

Use simple rules when the report only needs straightforward conditions at the same logic level. Each rule evaluates a field using an operator and, when required, a value.

For example, a Reservations report could contain:

• Booking Date Time - Property greater than or equal to Start Of Today.
• Repeat Guest Flag equal to Yes.

If the rules use Match All, both conditions must be true for a record to remain in the report. If they use Match Any, either condition can be true.

In the example below, 1 opens the Filters panel, 2 is the property selector, 3 contains the Match All setting and simple rules, and 4 applies the filter changes.

The available operators and values depend on the field you select. For definitions of filter operators and relative date values, see Glossary of Filter Terms and Date Presets.

Use Advanced Rules

Use Advanced Rules when the report requires multiple conditions with logic that is easier to manage separately from the simple rules in the main Filters panel. Advanced Rules can contain several rules at the same level and additional groups with their own Match All or Match Any logic.

Open Advanced Rules

Advanced Rules are configured from the Filters panel of a report you can edit:

1. Open the report and select Filters.
2. Click No Advanced Rules. If the report already contains Advanced Rules, the button shows the number of rules instead.
3. In the Advanced Rules window, click Add Rule to create the first condition.

After the first rule is added, the Advanced Rules window displays the field, operator, and value controls together with Add Rule, Add Group, and the Match All or Match Any selector.

Add rules to the same group

Add multiple rules at the same level when all of the conditions need to be evaluated together. The Match All or Match Any setting determines how those rules relate to each other.

For example, you can define a booking window that includes reservations booked after the start of the current month and before the start of the next month. Set the Advanced Rules to Match All and add:

• Booking Date Time - Property greater than Start Of Current Month.
• Booking Date Time - Property less than Start Of Next Month.

Both conditions must be true for a reservation to remain in the results.

In the example below, 1 is the first booking-date rule, 2 adds another rule, 3 is the second booking-date rule, and 4 applies the Advanced Rules.

After the rules are applied, the Filters panel shows the number of Advanced Rules currently configured.

Add rule groups

Use Add Group when one part of the filter needs different logic from the rules at the main level. A group lets you keep required conditions together while allowing alternative conditions inside the group.

For example, you can keep the booking-date window from the previous example and add a group so that the reservation must also be either from a repeat guest or associated with a group profile.

To add this group:

1. Open the existing Advanced Rules. The example below starts with the two booking-date rules already applied.
2. Click Add Group.

3. Inside the new group, click Add Rule.
4. Set the first rule to Repeat Guest Flag equal to Yes.
5. Change the group's selector to Match Any.
6. Click Add Rule inside the group again and set the second rule to Group Profile Name is not null.
7. Click Apply.

In the first example below, 1 opens the existing Advanced Rules and 2 adds a new rule group.

After the group is created, add its first rule. In the example below, 3 is Add Rule inside the new group after configuring Repeat Guest Flag equal to Yes.

Once the group contains a rule, its Match All or Match Any selector becomes available. In the example below, 4 changes the group to Match Any, 5 shows the second rule, Group Profile Name is not null, and 6 applies the completed rule structure.

The resulting logic is: booking date after Start Of Current Month AND before Start Of Next Month AND (Repeat Guest Flag is Yes OR Group Profile Name has a value).

After applying the example rules, the report updates to include only records that satisfy that logic.

For definitions of operators and date presets, see Glossary of Filter Terms and Date Presets.

Combine simple and Advanced Rules

Simple rules and Advanced Rules can be used in the same report. The main Match All or Match Any setting determines how the simple rules relate to the Advanced Rules set.

• Match All: The applicable Advanced Rules AND the simple rules must be satisfied.
• Match Any: The applicable Advanced Rules OR the simple rules can be satisfied.

The rules inside each Advanced Rules group still follow that group's own Match All or Match Any setting.

The example below shows an editable report where both Advanced Rules and simple rules are present. 1 is the Filters button, 2 is the property selector, 3 shows how many Advanced Rules are configured, and 4 contains the simple rules.

Review the complete logic before applying the filters, especially when the report combines multiple groups or mixes AND and OR conditions.

Next Operational Step

After the filter logic returns the records you expect, continue configuring and save the report as needed. See Build and configure a custom report in Cloudbeds Insights for the complete report-building workflow.