With Cloudbeds Insights, you can create your own reports and get the exact data you need. Fields, filter logic, summarization levels, sorting and columns can all be configured to meet your preferences.
On your Saved Reports page, you can find all the reports that have been created and saved.
Access
Property owner has access to Data Insight by default. Other users must be granted permission inside Roles. Learn more: Roles and Permissions
- Click Menu
- Go to Reports 'Cloudbeds Insights'
- Click Saved Reports. All reports created will be saved in the Saved Report section.
If you chose a specific folder when saving a report, it will be available in that folder; click the dropdown icon to open the folder. Learn how to create folders: How to create, edit, and delete report folders
- Search a report by using the search bar or filters:
- Report Types: Category of the report.
- Created By: User who created the report.
- Tags: Search for reports with specific tag(s).
- Click the report title to view the report.
- Click the three-dot icon to edit or delete the report.
- Edit gives you the option to update the report name, folder, tags, and description. If you need to modify the report, see section: How to modify a report once it's saved.
- If you delete a report, it cannot be undone.
- Click New Report to create a new custom report. Follow the instructions here: How to create your own reports Option 2: Create from scratch
How to modify a report once it's saved
- Open the report
- Adjust as needed by adding or removing columns in the table outline or filter rules.
- Save the report.
Save As function
Saving the report using the Save As function will create another report.
If you need further assistance or more information, our Support Team is here to help!
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