How to create, edit, and delete report folders

🧭 Reporting navigation may look different in your account

Cloudbeds is updating how reports are accessed in the PMS. Depending on your property and rollout stage, you may see either the consolidated Reporting menu experience or the newer Reporting Homepage experience.

This change affects where reports are accessed, but it does not change the report data, calculations, filters, permissions, or financial logic.

If the navigation shown in this article does not exactly match your screen, refer to these guides for the latest reporting navigation experience:

• Consolidation of Reporting in the PMS Menu
• Updated Reporting Navigation and Homepage

Use those articles to identify the reporting layout available in your account before following the navigation steps below.

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.

How to add a new folder

1. Click Menu
2. Select Reporting 'Cloudbeds Insights'
3. Click the three-dots menu next to Saved Reports
4. Click Add Folder

5. Name the folder
6. Select the folder. By default the folder will be placed under Saved Reports

Create a folder inside a folder (subfolder)

Once the folder is created, click the three-dots icon to Add Folder - this will be a subfolder

Edit or delete a folder

Click the three dots icon next to the folder to Edit or Delete the folder.

If you need further assistance or more information, our Support Team is here to help!