How to create, edit, and delete report folders

With Cloudbeds Insights you can use a big collection of prebuilt reports by Cloudbeds or create as many reports as you need. This article shows you how to create folders and subfolders to organize your reports.

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

How to add a new folder

Property owner has access to Data Insight by default. Other users must be granted permission inside Roles. Learn more: Roles and Permissions

  1. Click Menu
  2. Click Reports
  3. Select Cloudbeds Insights
[Demo] Bali Jungle Resort -
  1. Click the three-dots menu next to Saved Reports
  2. Click Add Folder
  1. Name the folder
  2. Select the folder. By default the folder will be placed under Saved Reports

If you have created another folder previously, selecting that folder will place the new folder inside it (subfolder).

[Demo] Bali Jungle Resort -

Create a folder inside folder (subfolder)

Once the folder is created, click the three-dots icon to:

  • Add Folder - this will be a subfolder
  • Edit folder
  • Delete folder

Edit or delete a folder

Click the three-dots icon next to the folder to edit or delete the folder.

If you delete a folder that contains reports, the reports will still be saved under Saved Reports.

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