How to add a new subscription (scheduling)

Cloudbeds 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: How to create your own reports

For further questions about Cloudbeds Insights, please reach out to your Customer Success Manager.

Access

Property Owner has access to Cloudbeds Insights by default. Other users need to be granted access to Cloudbeds Insights by the Property Owner inside Roles. Learn more: Roles and Permissions

  1. Click Menu
  2. Go to Reports 'Cloudbeds Insights'
Option 1 - Use the Actions button
  1. Go to Saved Reports
  2. Click the report you want to subscribe
  1. Click Subscribe

4. 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 you would like the report to run.

5. Select what time the report will be sent. The system shows your property time zone and will send the report within a 30 minutes window.

6. Select export view and format.

7. Email subject

8. Recipients

9. Once finished, click Save to schedule this email.

  • You may want the report at the very beginning or end of the business day.
  • Add up to 15 Insights reports into a single email subscription and all reports will be consolidated into their own discrete tab in a single Excel (.xlsx) file.
Option 2 - Go to Subscriptions page
  1. Go to Subscriptions.
  2. Click Add Subscription.
  1. Select the report you want to subscribe — type in the report name.
  2. 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.
  3. 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.

  1. Select export view and format.
  2. Add email subject line - the report will be sent as an attachment in the email.
  3. 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.
  4. Once finished, click Save to schedule this email.

 

On the Subscriptions page, you can see all your scheduled subscriptions and edit or delete them.

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