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Cloudbeds Reports

Mariia Korostashevych
Updated

Cloudbeds Reports are ready-to-use reports with preselected columns and filters that can be exported as they are. They cannot be edited or deleted.

There are 7 different types of reports: Financial, Guests, Reservations, Occupancy, Payment, Invoices, and Housekeeping. The report list can vary by country and region, as well as the Cloudbeds package.

Cloudbeds believes every lodging business is unique. We offer tools for all sizes and budgets to help you establish and grow your business. Reach out to our dedicated team for more information on each available package. Not yet a Cloudbeds customer? Access our Pricing Guide and schedule a demo.

Access

  By default, the property owner has access to Cloudbeds Insights. Other users must be granted permission within Roles. Learn more: Roles and Permissions.

  1. Click Menu Main menu.png and go to Reporting Reporting icon.png
  2. Select Cloudbeds Reports

How to find and use a report

Learn how to find reports from scratch and use our Cloudbeds Intelligence Explore tool:

  • Find reports from scratch

  1. If you are looking for a specific kind of report, use the search bar and the Report Type filters to narrow down the results.

  Report Types:  The report type controls the scope of data available in the report. Select one or more from the list: Financial, Guests, Reservations, Occupancy, Payment, Invoices.

  1. Select how many entries to show at once
  2. Click the sign (>) to reach the next page and check other reports
  3. Open the report by clicking the report title

  1. The Table Outline and Filters are already prefilled to pull the data based on your chosen report.

  The red circle on the filter icon reflects the number of filters applied to the report.

  1. View the data in the report generated.
  2. When the Total toggle is ON, the metrics will be calculated for the group row fields, and the subtotals will be provided. Subtotal metrics will be displayed at the bottom of the table.
  3. When the Details toggle is ON, the report will display the detailed list of records of the summarized table.
  4. When the Transpose toggle is ON, the data will rotate from the rows to the columns and vice versa. This function is only available if the Details toggle is OFF—when the Details toggle is ON, the Transpose toggle will be greyed out and unclickable.
  5. Auto-refresh.
  6. Run or generate the report.
  7. Click Save As to make a copy and customize the report.
  8. Click the ellipsis icon Three dots (ellipsis) to Export.

  • Use the Cloudbeds Intelligence Explore tool

There is a faster way to find the best reports for your needs. To know more check out the instructions in the article: Find your reports using Cloudbeds Intelligence Explore.

How to make a copy and customize (Save As function)

  Create a new report by using one of the Cloudbeds Reports. You can add or remove columns and filters from the report.

This function is available only to Cloudbeds Insights properties and their users.

  1. Select Save As (make a copy).

  1. Add a new Report Name.
  2. Select a folder to save the report.
  3. Type one or more tags inside the field. Every time you type a tag, end it with a comma (,) (example: reservations,).

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

  1. Update the description (if needed).
  2. Click Create.

  1. Customize the report by adding or removing the fields in Table Outline or modifying the Filters.

Customize Report Screenshot

 Learn more:

  1. Drag and drop the fields to re-organize them.
  2. Remove the selected columns/rows or columns groups by clicking on the x icon.

Re-organize fields Screenshot

  1. Sort the results — applicable in the detailed view and with columns only. You can toggle between ascending and descending by clicking on the ellipsis in the headers.

Sort Results Screenshot

  1. Click on Save.

  1. The report with the added tags will be created and saved in the selected folder on the Saved Reports page.

How to enable links in the Reservations and Financial reports (Actionable Reports)

The Reservation Number and Guest Full Name fields in the Reservations and Financial reports contain hyperlinked information that will open the reservation drawer on the same screen. You can make changes to the reservation and close the drawer. The saved changes will be reflected in the report when the data is updated.

Cloudbeds Insights customers can enable and disable these links in the Configuration section.

  1. Go to Saved Reports and open the desired report
  2. Click the three dots icon Three dots (ellipsis) icon.png and click on Configure this report
  3. Click the toggle to enable or disable the hyperlinks
  4. Save

  Cloudbeds Insights customers can save their reports on another property within their organization, making it easier to report consistently across all their properties. To know how to do it, check this article.

  You can schedule when a report is run and automatically sent to your inbox at any time (daily, weekly, or monthly) by adding a subscription. Follow the instructions here: Cloudbeds Insights - How to Add a New Subscription (Scheduling).

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