Data Insights (Pilot) - How to Add a New Subscription (Scheduling) – myfrontdesk

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 support@cloudbeds.com.

Data Insights' subscription tool allows you automate your reporting process. By subscribing to a report, you can schedule when a report is run and automatically sent to your inbox at anytime daily, weekly or monthly.

Before subscribing, make sure you have created and saved your report. Only saved reports can be subscribed. Learn more: Data Insights - How to Create Your Own Reports

Access

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

Click Menu.
Go to Reports.
Select Data Insights.

Option 1 - Use the Actions button

Go to Saved Reports.
Click the report you want to subscribe.

Click Actions.
Select New Subscription.

[Demo] Bali Jungle Resort - Adjustments Report Custom

Select the frequency the report will be run (Daily, Weekly, First day of the month).
- If Weekly is selected, choose one or more days of the week on which you would like the report to run.
Select what time in UTC the report will be sent. The system will send the report within a 30 minutes window.

You may want the report at the very beginning or end of the business day. Be sure to convert your time zone to UTC to input the appropriate time.

Select export view and format.
Add email subject line - the report will be sent as an attachment in the email.
Add recipient - enter the user's email address that should be receiving this report and click Add.
- You may add another email address and click Add every time.
- To delete an email address, click the icon X.
Once finished, click Save to schedule this email.

Option 2 - Go to Subscriptions page

Go to Subscriptions.
Click Add Subscription.

Select the report you want to subscribe — type in the report name.
Select the frequency the report will be run (Daily, Weekly, First day of the month).
- If Weekly is selected, choose one or more days of the week on which you would like the report to run.
Select what time in UTC the report will be sent. The system will send the report within a 30 minutes window.

You may want the report at the very beginning or end of the business day. Be sure to convert your time zone to UTC to input the appropriate time.

Select export view and format.
Add email subject line - the report will be sent as an attachment in the email.
Add recipient - type in the user's email address that should be receiving this report and click Add.
- You may add another email address and click Add every time.
- To delete an email address, click the icon X.
Once finished, click Save to schedule this email.