Setting up a reservations report

View and customize reservation reports according to the filters and columns you choose. Custom reports for reservations are only available for active listings. 
Follow the instructions below to create, view, share, download, or delete a reservations report.

Create a custom reservations report

Before you begin

• Reservations assigned to deactivated listings will not appear in the reservation report.
• If encountering a problem adding columns or filters (for example: add a "resort fee"), ensure you have at least one reservation having this value. Only when the value is recorded in a reservation, it can be used in the reservations report.
• You can mark a custom view as a "Favorite" by hovering over it and clicking the star to the right. It will be added to the "Favorites" section of the drop-down.
• Owner stays won't show up on a reservation report. Learn how to download a CSV file with your owner details and stays.
• A reservations report can include a maximum of 10,000 rows. Contact us if you need a longer report.
• Custom fields with Yes/No variables will appear blank if you haven't configured their value to Yes or No.

Pro users Lite users

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Operations mode.
3. Click Reservations.
4. You can add filters and/or columns to adjust the displayed default report.

   To narrow down the reservations being displayed, you can add filters to the report:

   1. Click the plus icon next to "Filters", and select the desired filter. Fill in the relevant information, then click Add.
   2. Repeat the step to add more filters to the report.
   3. To edit or remove a filter, click on the name of a filter, displayed to the right of "Filters" at the top left of the report.

   To extend the information being displayed for each reservation, you can add columns:

   1. Click Columns to the top right, and mark the checkboxes of the columns you'd like to add. 
   2. To remove a column, click Columns and uncheck it.
5. Click Save as new custom report.
6. Type a name for the custom report, and click Save.

To view your saved reports, click the downward arrow next to the name of the current report being presented, above "Filters". Select the relevant report from the opened list.

 

Note:

When selecting columns for your custom reservation report, be sure to select Owner net revenue (Accounting) if you are an Accounting user. If you are not using our Accounting feature, then select Owner net revenue.

ֿStep by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click More, then select Reservations. 
3. You can add filters and/or columns to adjust the displayed default report.

   To narrow down the reservations being displayed, you can add filters to the report:

   1. Click the plus icon next to "Filters", and select the desired filter. Fill in the relevant information, then click Add.
   2. Repeat the step to add more filters to the report.

   To edit or remove a filter, click on the name of a filter, displayed to the right of "Filters" at the top left of the report.

   To extend the information being displayed for each reservation, you can add columns:

   1. Click Columns to the top right
   2. Mark the checkboxes of the columns you'd like to add. 

   To remove a column, click Columns and uncheck it.

Download a reservations report 

When downloading a reservations report, the report will be sent to you by email as a CSV file.

Share a reservations report (Pro users)

Step by step:

1. Sign in to your Guesty account.
2. In the top navigation bar, click the mode selector and select Operations mode.
3. Click Reservations.
4. Select the relevant report you'd like to share by clicking the downward arrow next to the name of the current report being presented, above "Filters".
5. Click at the top right of the reservation report.
6. 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.
7. Under Share with, enter the name of the user you want to share the report with. 
8. Add any relevant information under Message.
9. Select One Time or Repeat.
   • If selecting "Repeat", set the day(s) and time for sending the report.
10. In case of sharing a link, Click Share. If sharing a report, click Schedule.

Delete a custom reservations report (Pro users)

The default reports cannot be deleted, only additional reports you've created.

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