Cloudbeds Reports

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.

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

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

6. View the data in the report generated.
7. 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.
8. When the Details toggle is ON, the report will display the detailed list of records of the summarized table.
9. 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.
10. Auto-refresh.
11. Run or generate the report.
12. Click Save As to make a copy and customize the report.
13. Click the ellipsis icon 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.

1. Select Save As (make a copy).

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

5. Update the description (if needed).
6. Click Create.

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

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

10. 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.

11. Click on Save.

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

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 and click on Configure this report
3. Click the toggle to enable or disable the hyperlinks
4. Save

Cloudbeds Insights provides currency conversion, enabling you to view your property's metrics in a preferred currency or compare data across properties with different currencies. This ensures more consistent and meaningful reporting, especially for organizations with multi-currency operations.

• How to add Converted columns in a Saved Report

You will be able to add the Converted Rate columns in your custom or saved reports and then you can change the currency in the report configuration.

1. 1. Go to Saved Reports and open your custom report.
   2. From the Table Outline, click +Add
   3. Search for and select the desired Converted Rate CDFs.
   4. Drag and drop the CDFs in the Columns section to organize them if needed.
      
   5. Click Currency to open the configuration panel.
      
   6. Locate the Converted currency field and select the desired currency from the dropdown.
   7. Click Save to apply the conversion setting.
      

• How to change the currency conversion in a Saved Report

1. 1. Go to Saved Reports and open your custom report.
   2. Click the three dots icon  and select Configure this report.
   3. In the Configuration panel, locate the Converted currency field and select the desired currency from the dropdown.
   4. Click Save to apply the conversion setting.
      

• How the currency conversion works

The logic behind the conversion rate is straightforward:

• • Past transactions use the historical exchange rate from the transaction date. For example, if a booking occurred on January 1, 2025, Cloudbeds will use the conversion rate from that specific day.
  • Future transactions use the current exchange rate. So if today is May 1, 2025, and the report includes future revenue for June 1, the conversion will be based on the May 1 rate—until June 1 becomes a past date.

As time progresses, each transaction date is locked in with its historical exchange rate, ensuring consistency in the data over time.