Beta Reports is an improvement on the Hostfully reporting feature, aiming to shape up one of the core task of Vacation Rental Managers' (VRMs) operation with below goals:

  • Offer standard default report that can be used instantly with a couple clicks

  • Allow VRMs to customize default reports by deciding which columns to include or exclude.

  • Provide transparency into the default calculations used in report fields.

  • Allow customers to change the default calculations to better fit their business needs.

Getting Started

A - Navigation

(It's still under BETA mode / Work-In-Progress at the moment and may not be widely available to all users yet)

Under your Agency dropdown, go to Beta Reports. There are 4 categories, and each includes default template(s) and custom template(s) if any.

  1. Financial Reports

    • Booking Reports: booking details as a whole, based on checkin date.

    • Revenue Reports: monthly perspective, where earning is split into month(s).

    • Owner Adjustment Reports: expense to offset with property owners

  2. Fee Reports: focus on booking's tax/fee only

  3. Transaction Reports: records of booking's transactional details

  4. Logistics Reports: operational details on upcoming checkins / checkouts

For every report, you will have the option to:

  • Run the report

    • Generated reports will be listed below, in HTML | PDF | CSV formats.

  • Customize the report

  • Schedule the report

    • Multiple emails are supported, and separated with semicolon ";"

  • View the report's schedule

  • (Delete the custom report if any)

B - Customize the report template

From the main Reports Beta UI, click on any template Customize button to get to the next screen.

On the top row, you can:

  • Rename the template

  • Set Filters of Owners | Properties | Tags, and get to the below screen

  • Preview the report

Then, moving to the next row, which represents the columns in your report. Here you can:

  • Drag and drop the existing column(s) to re-arrange or remove

  • Drag and drop items from the Field Catalog below to add to current columns

better gifs needed

Once finished, you can hit the yellow Done button on the top row to save the template, and will be redirected to the main Beta Reports UI. The Custom Template will now be in the template dropdown to choose from, besides the Default Template(s).

C - Customize the calculation / formulas

From the Customize screen above in B, you can click on each column, or each Field Catalog item and see the field specification as below:

  • Column Heading: displayed name in the report

  • Sort Priority: either none, or there are 3 levels (1 | 2 | 3).

    • For example you want to sort first by Property (as 1), then by Check in Date (as 2), and lastly by Source (as 3) of the booking.

  • Field Name (unique for back-end reference, and not editable)

  • (Calculation)

    • Condition: (if any) to make the formula valid

    • Default: (if any) a fallback value in case condition is not met

    • Formula: show the calculations for this field / column

      • You can also drag and drop fields from catalog into this formula space

  • Formatter: how the field / column is formatted

  • Total Column: (numeric fields only) whether to include on the total footer of the report

You can then adjust each field / column's specifications as you want. Once modified, there will be an * next to the Field Specification* text.

You can also choose to restore a modified field with the Restore button.

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