| Purpose | Add reports you use regularly to Favorites so you can find and open them more quickly from Reporting. |
| Best for | Property owners, property admins, managers, and team members who regularly return to the same reports. |
| Use this when | You want to add a frequently used report to your Favorites list or remove a report you no longer need there. |
| Requirements | Access to the report you want to add to or remove from Favorites. |
| Expected result | Favorited reports appear in the Favorites section on the Reporting Home tab for quicker access. |
| Limitations | Only reports that open in Reporting or Cloudbeds Insights can be added to Favorites. Reports that open in the Report interface cannot be favorited, and the order of favorited reports cannot be manually rearranged. |
Introduction
Favorites give you a quicker way to return to reports you use regularly. When you favorite a supported report, Cloudbeds adds it to the Favorites section on the Reporting Home tab, where you can open it without searching for it again.
You can add or remove a Favorite from the Home tab or while viewing the report itself. Not every report supports this option. The favorite star is available for reports that open in Reporting or Cloudbeds Insights, but not for reports that open in the separate Report interface.
The Favorites list cannot be manually reordered.
Use this article when you want to save a frequently used report for quicker access or remove a report from Favorites. Both actions can be completed from the Reporting Home tab or directly from a supported open report.
Table of contents
Favorite a report
Add a report to Favorites when you want it to remain readily available from the Reporting Home tab. You can select the favorite star before opening the report from Home or while viewing the report itself.
Favorite a report from the Reporting Home tab
- Open the Main Menu
- Select Reporting
- On the Home tab, locate the report you want to save.
- Click the star next to the report name.
The report appears in the Favorites section on the same page. The selected star and confirmation message indicate that the report was successfully added to Favorites.
Favorite a report while viewing it
- Open the Main Menu
- Select Reporting
- Open a report that uses Reporting or Cloudbeds Insights.
- Click the star next to the report name.
When the report is successfully favorited, the star next to the report name appears selected and a confirmation message indicates that the report was added to Favorites.
Unfavorite a report
Removing a report from Favorites does not delete or modify the report. It only removes the shortcut from the Favorites section on the Reporting Home tab. You can remove a Favorite from Home or while viewing the report.
Unfavorite a report from the Reporting Home tab
- Open the Main Menu
- Select Reporting
- On the Home tab, locate the report in the Favorites section.
- Click its selected star.
The report is removed from the Favorites section. The confirmation message indicates that the report is no longer in your Favorites list.
Unfavorite a report while viewing it
- Open the Main Menu
- Select Reporting
- Open the favorited report.
- Click the selected star next to the report name.
When the report is removed from Favorites, the star next to the report name is no longer selected and a confirmation message indicates that the report was removed.
Related articles
Favorites help you return quickly to reports you already use. If you need to locate a report first, use the following resource to explore available reporting content and find the report that matches the information you need:
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