Setting up reservations reports

View and customize reservation reports according to the filters and columns you choose. Custom reports for reservations are only available for active listings. You can download or share them at any time (Sharing reports is available for Pro users only).

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 Reservation Reports
  • 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.
  • Since owner stays aren't considered reservations, they won't show up on reservation reports
    Learn how to download a CSV file with your owner details and stays.

 

Creating a custom reservations report

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.

 

Downloading a reservations report 

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

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.

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. Select the relevant report you'd like to download 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.

 

Sharing a reservations report (Pro users)

Note:

  • 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.
  • The shared report via email is limited to 50 line items. If your report contains more than 50 reservations, you should share it as a link only. Alternatively, you can download it as a CSV and share the downloaded report.
  • Reports can only be shared with users and phone book contacts.

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.

 

Deleting a custom reservations report (Pro users)

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

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 delete by clicking the downward arrow next to the name of the current report being presented, above "Filters".
  5. From the top right side above Columns, click the settings icon.
  6. In the pop-up click Delete.
  7. Click Delete to confirm.
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