You can share custom reports at any time. Follow the instructions below.
Step by step:
- Sign in to your Guesty account.
- In the top navigation bar, click the mode selector and select Operations mode.
- Click Reservations.
- In the top left of the reservations page, click the title to open a dropdown menu. Select All or Favorites, and choose the desired custom report.
- In the top right of the reservations page, click the share icon next to the CSV icon.
- Select As a report or As a link.
- Sharing as a link is only available for custom reports, not default reports.
- If your report contains more than 50 reservations, select sharing as a link.
- Under Share With, enter the name of the user you want to share the report with.
- Add any relevant information under Message.
- Select One Time or Repeat.
- Click Share or Schedule.
Select Repeat to choose one or more days of the week and time for the report to be scheduled.
If a report shows the "sigma" sign in a financial column, hover over the field with your mouse to view the underlying data. If you share a report or link for a report with a "sigma" sign, the underlying data will not be visible.