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  4. Reservations: Search and reports

Setting up a reservations report

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Guesty’s reservations report provides a centralized view of your booking data, offering information on key aspects of each reservation. Use this tool to efficiently track reservations, monitor their key metrics, and stay organized.
The reservations report default view will be displayed when navigating to the reservation page in the Guesty dashboard. Customize the report to your needs by adding columns and filters to it and see additional information, such as the reservation’s payment status, the booking channel of origin, a financial breakdown of each reservation’s price, and more.
Use this glossary to understand the meaning of key financial terms you can add to the report as columns or filters.  A reservations report only includes active listings. 
Follow the instructions below or watch our video, 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 dropdown.
  • 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.

  • Use the "Stay dates" filter to display reservations where at least one day of the selected date range overlaps with the reservation's stay dates. For example, for stay dates between May 1st and May 30th, reservations with the following check-in and check-out dates would appear:

    • 01/01 - 31/12

    • 30/04 - 02/05

    • 30/05 - 15/06

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 circle plus icon next to "Filters", and select the desired filter. Fill in the relevant information, then click Save.
    2. Repeat the step to add more filters to the report.
    3. To edit or remove a filter, hover over 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. Click Columns at the top right and toggle on or off columns to add or remove them.

  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, select Owner net revenue.

Share a reservations report (Pro users)

You can share the reservations report directly with contacts or users that have a valid email address updated in Guesty. Click the square share icon, and select the relevant contacts or users for the dropdown menu. Configure the message attached to the report and choose whether to send it once or schedule a weekly delivery. 

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 with a "sigma" sign, the underlying data will not be visible.

Also, if the contact/user doesn't have a valid email address in Guesty, an error will be encountered when trying to send the report.

Tip:

To ensure a quick download of your reports, remove any columns that aren’t relevant (Pro users), and sort the report by check-in date.

Edit a reservations report (Pro users)

To change the name of a report or manage its sharing rules, click the vertical ellipsis, and select the relevant option. 

Delete a custom reservations report (Pro users)

The default reports cannot be deleted, only additional reports you've created. Locate the relevant report you'd like to delete by clicking the downward arrow next to the name of the current report being presented, above "Filters". Hover over it, and click the trash icon.

Print or download a reservations report

You can print a reservations report, by clicking the vertical ellipsis.  You can also download a report, by clicking  the download csv icon at the top right. The report will then be sent to your email as a CSV file. 

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