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.
In the Owners Portal, owners can view the custom reservation report you created and shared. The custom report displays only the columns and filters you selected, which owners can't modify. This is useful for ensuring owners only see specific information, such as their revenue, net income, or certain expenses.
Any changes you make to the custom reservation report view in Guesty appear immediately in the Owners Portal.
Note:
If an owner reports missing columns or can't see the filter option, adjust the custom reservation report view in Guesty. Make sure to toggle on the "Performance settings" to display relevant information.
Share a reservation report with owners
After you create a customized reservations report with the filters and columns you want owners to see, share it with the owners.
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.
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.
Default reports
When you don't assign any custom report to the owners and keep the "Select an option" setting, owners have full control over the reservation report. They can add or remove columns, apply filters, and save own custom views of the report.
How reports work with additional contacts
Keep the following in mind for additional contacts with portal access:
- When an additional contact downloads the reservation report as a CSV file, the system sends it to the main owner's email address. To share the report data, the owner can forward the CSV file to the additional contact or ask them to view it directly in the Owners Portal.
- The main owner's name is displayed in the portal profile, even when an additional contact is signed in.
