Add and Use Tags in Cloudbeds Insights to Filter and Find Reports

Mariia Korostashevych

Updated January 26, 2026 13:35

Tags in Cloudbeds Insights reports help you organize, search, and filter your saved reports more efficiently. This guide explains how to add tags to reports, use tags as filters to find reports faster, and manage tags for better report organization and searchability.

Report tags are especially useful when you have multiple saved reports or when reports are shared across teams. Using consistent tags allows users to find reports faster without scrolling through long report lists or relying only on report names.

Permissions

You must have access to Cloudbeds Insights to use saved report tags. By default, the Property Owner has this access. Other users must be granted permission by the Property Owner or an admin through Roles and Permissions. For more details, see Roles and Permissions.

1 - Add a Tag to a Report

Tag(s) can be added when saving a report, either a new report or an existing report.

Once you finish creating a report, click Save.
Type one or more tags inside the field.
- Every time you type a tag, end it with a comma (,).
Click Save.

Make sure the tag appears in blue — it means that it was successfully added to the field.

You can add multiple tags to a single report to reflect different use cases, such as department, report type, or frequency of use.
Using clear and consistent tag names makes it easier for all users to search and reuse reports efficiently.
Editing vs Removing Tags: You can edit the name of existing tags or remove tags from reports. Be careful when renaming tags that others may use; changing a tag name will update it for all reports that use it.

Create a report based on an existing report (Save As function)

You can create a new report based on an existing report by opening the report and clicking Save As to make a copy and customize the report.

The only exception to the rule involves the Beta reports, the latest and most enhanced versions featuring preselected columns and filters. As of now, users don't have the option to modify them.

Learn more here: Occupancy Reports.

2 - Use tags in filters

Go to Saved Reports.
Click the filter Tags.
Select or unselect the tags to find the reports you want.
Click Manage to add, edit, or delete tags.

Tag Naming Best Practices

To get the most out of tags, use simple and consistent names that reflect the report purpose. For example:

Use department names like “Front Desk” or “Revenue”.
Use time-based tags like “Daily” or “Monthly”.
Avoid abbreviations unless commonly understood by all users.

Frequently Asked Questions

Can multiple users use the same report tags?

Yes. Tags are shared across saved reports, allowing multiple users to apply and search using the same tags.

Are report tags case-sensitive?

No. Tags are not case-sensitive, but using consistent capitalization improves readability.

Is there a limit to how many tags I can add to a report?

There is no strict limit, but using a small number of clear, relevant tags is recommended for better organization.