Pilot: Setting up an income report

When managing multiple properties and tracking financial performance, Guesty’s Income report provides a comprehensive solution to help you create, view, edit, save, and export financial data across different time periods.

Easily track your property-related metrics and make data-driven decisions to maximize your profitability.

Before you begin

To view the Income report, you need to:

• Connect to your Airbnb account and import your listings.
• Have at least one active reservation.

Navigate to the income report

When you navigate to the income report page, the default view displays key financial metrics for your current month's reservations.

Follow the instructions below to navigate to the income report.

Step by step

1. Sign in to your Guesty account.
2. In the top navigation bar, click More, then select Income report.

Create a custom income report

You can customize your report by adding specific columns and creating filters. For example, you may filter to show only certain listings, allowing you to tailor the report to your needs

Learn about key financial terms you can add to the report as columns or filters.

Follow the instructions below to create a customized income report.

Step by step

1. Add or remove filters and columns to adjust the data:

   Filters affect both the table results and the Key Performance Indicators (KPI) summary metrics above the table.

   

   • Click next to any KPI for more information about the specific KPI.

     

   • Click next to "Filters" and select the desired filter. Enter the relevant information, then click Save.
     Available filters

     Filter name	Options
     Alteration date	Before / After / Between / etc. + date / days
     Balance due	Equals / Does not equal / Is more than / Is less than / Between + number
     Canceled by	Select from list
     Cancellation date	Before / After / Between / etc. + date / days
     Check-in	Before / After / Between / etc. + date / days
     Check-in form submission status	Select from list
     Check-out	Before / After / Between / etc. + date / days
     Confirmation date	Before / After / Between / etc. + date / days
     Created by	Select from list
     Creation date	Before / After / Between / etc. + date / days
     Fully paid	Yes/ No
     Guest's name	Contains / doesn't contain / Equal to {string}
     Guest's review date	Before / After / Between / etc. + date / days
     Lead time (from creation to check-in)	Before / After / Between / etc. + date / days
     Listing	Select from list
     Listing ID	Contains / doesn't contain / Equal to {string}
     Listing's city	Select from list
     Listing's nickname	Contains / doesn't contain / Equal to {string}
     Listing's title	Contains / doesn't contain / Equal to {string}
     Mid-stay relocation	Yes/No
     Mid-stay relocation date	Before / After / Between / etc. + date / days
     Number of guests	Equals / Does not equal / Is more than / Is less than / Between + number
     Number of nights	Equals / Does not equal / Is more than / Is less than / Between + number
     Number of pets	Equals / Does not equal / Is more than / Is less than / Between + number
     Override availability rules?	Yes/ No
     Platform	Select from list
     Point of sale	Contains / doesn't contain / Equal to {string}
     Secondary source - not final	Contains / doesn't contain / Equal to {string}
     Source	Select from list
     Status	Select from list
     Stay dates	Dates range
     Stay status	Select from list
     Total payout	Equals / Does not equal / Is more than / Is less than / Between + number
     Upload ID	Contains / doesn't contain / Equal to {string}

   • To edit a filter, hover over the name of a filter and click . In the pop-up, make the necessary changes and click Save. In the top-right corner, click Save to update the current filter or Save as to save as a new filter.
   • To delete a filter, hover over the name of a filter and click ✕ or click and in the pop-up, click Remove. In the top-right corner, click Save to update the current filter or Save as to Save as a new filter.
   • To add a column, click Columns at the top right. Toggle column names on or off to add or remove them.
2. Click Save as new custom report.
3. Type a name for the custom report and click Save. 

View and bookmark saved reports

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 list.

To bookmark a report, hover over it and click the star to the right. It will be added to the "Favorites" section of the reports list. 

Delete a custom income report

The default reports cannot be deleted, only the 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 .

Share an income report

Email report 

You can share the income report directly with contacts or cleaners who have a valid email address updated in Guesty. To share, apply filters to your report, and at the top-right corner, click . Select the relevant contacts or users from the dropdown menu. Configure the message attached to the report and choose to send it Once or Repeat weekly on selected days. Click Share.  

Share link

You can share the income report with non-Guesty users such as owners, cleaners, and operations teams via a secure link that displays live, read-only data. 

To share, apply filters to your report, and at the top-right corner, click . Select the relevant contacts or users from the dropdown menu, configure your message, and click Share. Recipients receive an email with the report link, which can be shared through any communication method without requiring a Guesty login to view the report.

You can revoke access to a link at any time or let it automatically expire after 1 year.
To revoke access, click at the top-right corner of the report, select Manage sharing preferences. In the pop-up, click next to the link, and click Save.

Expired links generate the following message: “This report has expired. Please contact {account.email} to request a new link.” 

Rename an income report

To rename a report or manage its sharing rules, click at the top-right corner of the report and select Rename. Click Save in the pop-up.

Print and download an income report

To print an income report, click at the top-right corner and select Print. 

When downloading your income report, two CSV file formats are available:

• Comma-Separated CSV
• Semicolon-Separated CSV

The semicolon format is compatible with spreadsheet tools in regions where commas are used as decimal points (Poland, Germany, France etc.). Both formats use UTF-8 encoding to support special characters.

To download a report click . The report is sent to your email as a CSV file.

To download the report as a semicolon-separated CSV, under "Need a different CSV format?" click Click here.