Using Custom Reports

Our Custom Report feature is a great way to create and view reports on the platform. You will find these pre-made reports on the Tasks, Listings and Reservations tabs. The goal of these reports is to allow you a quick and organized way to filter and sort data, save new reports, export, printing, and sharing capabilities. 

Browse existing reports

Clicking on the report's name will open a list of your default and saved reports. You can use the search bar as well to find reports quickly and easily.

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Creating a new report

Step 1: Add or remove filters

You can choose an existing report that is similar to your desired report and use the add_filter.PNG in the filters selection bar to add more filters. This dialog allows you to browse all filters, browse filters by category or use the free text search to find filters quickly and easily.

Clicking on the filter will open an editing dialog. click remove to delete the filter

 

Step 2: Add and reorder the columns 

Columns can be added or removed by opening the column selector on the top right. In order to rearrange the columns, just drag and drop them in the right place. Clicking on the column header will sort the table by this certain column.

 

 

Step 3: Save report

 

Every time a change is made in a certain report, a star sign will appear next to the report's name and you’ll have the option to save this edited report or to save a copy of it (with another name).

 

Predefined reports are fixed, edited versions of them can be saved only as a copy.

 

Managing an existing report

Only new custom reports can be deleted and renamed. Click on the settings.PNG button to rename and delete the report. 

Deleted reports cannot be restored.

 

Exporting a report 

Clicking on the CSV button csv.PNG in the upper right section will generate an email containing the report's data in a CSV format.

The email will be sent to the email you defined upon signing in. You can edit your email address under Account -> My profile.

 

Sharing a report

Sharing a report can be done by clicking on the share button on the upper right section. Sharing a report is available in 2 ways:

As a report

This share option will send an email containing a snapshot of the current report. To add recipients, start typing a contact's name and select it from the drop-down menu. A report can be sent once or can be scheduled to be sent on specific days and hours. Scheduled reports can be managed by clicking on the settings button and going to the ‘Shared Reports’ tab. You will receive an email with a link to download the report.

 

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As a link

This share option will send an email containing a live link that shows the updated state of the report. Opening the link doesn’t require any credentials. For now, To add recipients, start typing a contact's name and select it from the drop-down menu. Shared links can be managed by clicking on the settings button and going to the Shared Links tab.

 

Recipients can only be contacts from your Guesty phone book.

Sharing as a link is not available for the default lists.

 

Best practice: How to use the custom reports for your upcoming bookings?

Apply filters to sort your bookings according to specific details or brackets, such as reservation dates, booking statuses, number of guests, and payout amounts.

The Add Filter dialog add_filter.PNG allows you to browse all filters, browse filters by category, or use the free text search to find filters quickly and easily.

Examples:

  • If you’d like to schedule a mid-stay cleaning, then you can apply a filter to display only bookings that are more than 7 nights.
  • To see reports on only specific listings, filter your results by listing name or even by Airbnb account integration. If you have more than one Airbnb account connected to your Guesty account, this filter can help you divide your accounts’ data.
  • You can apply a filter to see only bookings scheduled within a specific time frame (such as limiting the view to summer bookings and seeing only those reserved between May to August).

 

 

Using the filters

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