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.
Cloudbeds Insights is available for selected packages only. Contact 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 Insight. Other users must be granted permission within 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 dots 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.
Share, clone, or copy your custom-built reports for all the properties within your organization
- Go to Saved Reports.
- Open the desired report.
- Click the three dots icon
- Fill in the Report Name, add Tags, and the Report Description.
- Select the properties and click Create.
Only valid properties with Cloudbeds Insights will be visible. Properties in your organization without Cloudbeds Insights will not be displayed.
The report will be saved to the Saved Reports folder in the selected property/destination under the report name you created it with.
When you save the report to other properties, that property will be the only property selected in the property filter in the selected property/destination.
If you need further assistance or more information, our Support Team is here to help!
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