🧠Reporting navigation may look different in your account
Cloudbeds is updating how reports are accessed in the PMS. Depending on your property and rollout stage, you may see either the consolidated Reporting menu experience or the newer Reporting Homepage experience.
This change affects where reports are accessed, but it does not change the report data, calculations, filters, permissions, or financial logic.
If the navigation shown in this article does not exactly match your screen, refer to these guides for the latest reporting navigation experience:
Use those articles to identify the reporting layout available in your account before following the navigation steps below.
On Cloudbeds Insights, you can add reports you use regularly as favorites. Locate and view reports and get useful insights quickly.
You can:
- Favorite/unfavorite a report directly on a report.
- Add up to 12 favorite reports (applies to both Stock Reports and Saved Reports).
- Manage & rank your favorite reports.
Access
 By default, the property owner has access to Cloudbeds Insights. Other users must be granted permission inside Roles. Learn more: Roles and Permissions
- Click Menu
and go to Reporting
- Click Home
Manage favorite reports list
- On the Home page, scroll down to the Favorites section. Here, you will see all the reports that have been marked as "favorites."
- Click the pencil icon to remove a report from the list.
- Unselect the star sign to remove the report from your favorite report list.
- Click Save.
Mark a report as your favorite
Inside the report, click the star sign. A message will pop up and the report will be added to your favorite reports list.
 You can only add 12 reports to your favorite list.
Unfavorite a report
Open the report and deselect the star sign. A message will pop up and the report will be removed from your favorite reports list.
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