Create a customized reservation report to give owners direct access to the information they need in the Owners Portal, while keeping full control over what they can see. For example, you can show owners their revenue, net income, or specific expenses such as cleaning fees.
You can share a custom reservation report with all owners through the default portal settings, or with individual owners through their specific Owners Portal settings. In both cases, the report is automatically filtered so each owner only sees information relevant to their properties.
Any changes you make to the custom reservation report view in Guesty appear immediately in the Owners Portal. Owners can't modify the filters or columns of the report you share with them.
Share a reservation report with owners
After you create a customized reservations report with the filters and columns you want owners to see, choose the option below that fits your needs.
Follow the instructions to make a customized reservation report visible for all owners.
Step by step:
- Sign in to your Guesty account.
- In the side navigation menu, click
Operations to open the dropdown menu. - Under Portfolio, select Owners.
- Select the relevant owner.
- In the left sidebar, click Portal settings.
- Under "Owner reservations report", toggle on Display reservation report.
- Next to "Select your saved custom view", click the dropdown arrow and select the reservation report you created for your owners from the dropdown menu.
- Click Save.
- Click the relevant action in the pop-up.
Follow the instructions to make a customized reservation report visible for an individual owner.
Step by step:
- Sign in to your Guesty account.
- In the side navigation menu, click Operations to open the dropdown menu.
- Under Portfolio, select Owners.
- Select the relevant owner.
- In the left sidebar, click Portal settings.
- Under "Owner reservations report", toggle on Display reservation report.
- Next to "Select your saved custom view", click the dropdown arrow and select the reservation report you created for your owners from the dropdown menu.
- Click Save.
- Click the relevant action in the pop-up.
In the Owners Portal, owners can view the custom reservation report you created under "Reservation report". It displays only the columns and filters you selected, which owners cannot modify.
