How to export reports

Mariia Korostashevych

Updated June 06, 2024 17:12

With Cloudbeds Insights, you can use a big collection of prebuilt reports by Cloudbeds or create as many reports as you need. These reports can be exported from the system anytime by following the steps described in this article.

Access Cloudbeds Insights

Property Owner has access to Cloudbeds Insights by default. Other users must be granted permission by the Property Owner, learn more: Roles and Permissions

Click Menu
Go to Reports 'Cloudbeds Insights'

Export one of the Cloudbeds Reports or Saved Reports (your custom reports).

Export Cloudbeds Reports

On Cloudbeds Reports page, you will see a list of reports created by Cloudbeds.
Use the search bar or filters to look for a specific report
Click the report title to open the report.

If the Auto Refresh is turned off, click Run to ensure you have the most updated report.
Click Actions and select Export.

You might not see the full report on screen — the report could contain thousands of entries and may slow down your system performance. To see the complete report, run the report and then export it.

Choose the Export View and Format.
- Formatted Report - format: XLSX
- Details Only - format: XLSX; CSV;JSON
Click Export.

Export Custom Reports (Saved Reports)

Go to Saved Reports. If you have a specific folder, click the drop down icon and select and open the folder.

Learn more about folders: Cloudbeds Insights (Pilot) - How to Create, Edit and Delete Folders

Use the search bar or filters to look for a specific report.
Click the report title to open the report.

If you made any changes to the report, make sure to save the report before exporting. Export will not contain any unsaved changes.
If the Auto Refresh is turned off, click Run to ensure you have the most updated report.
Click Actions and select Export.