Setting up an income report

Guesty’s income report provides a comprehensive solution to help you create, view, edit, save, and export financial data across different time periods. Use the report to track property-related metrics and make data-driven decisions to maximize profitability.

Checking report limitations

To use the income report, first connect your Airbnb account and import your listings. You must have at least one active reservation.

The income report includes only confirmed reservations. If you notice any discrepancies in the report, review your reservations to check if bookings were partially or fully canceled or have no monetary values applied.

Locate the income report

Find the income report in the More menu in the top navigation bar. The default view displays key financial metrics for your current month's reservations.

Create a custom income report

Customize your report by adding columns and filters to focus on the data you need.

Follow the steps below to create a customized income report.

Step by step:

1. Add or remove filters to adjust the data. Filters affect both the table results and the Key Performance Indicators (KPI) summary metrics above the table.

2. Click next to a KPI for more information.

   

3. Click next to "Filters" and select the desired filter. Enter the relevant information, then click Save.
4. To edit a filter, hover over the filter name and click . 

5. In the pop-up, make the necessary changes and click Save.

6. In the top-right corner, click Save to update the current filter or Save as to save it as a new filter.

7. To delete a filter, hover over the filter name and click ✕ or click and select Remove in the pop-up.
8. Add or remove columns by clicking Columns at the top right.
9. Toggle column names on or off to add or remove them.
10. Click Save as new custom report.
11. Type a name for the custom report and click Save. 

Available filters

View and bookmark saved reports

To view saved reports, click the down arrow next to the name of the current report, located above "Filters". Select the relevant report from the list.

To bookmark a report, hover over it and click the star icon to the right. This adds the report to the "Favorites" section of the list. 

Delete a custom income report

You can’t delete default reports, only additional reports you’ve created.

Above Filters, click the downward arrow next to the name of the current report. Locate the relevant report, hover over it, and click .

Share an income report

Email a report 

Share the income report directly with contacts or cleaners who have a valid email address in Guesty. 

1. Apply the desired filters to your report.

2. In the top-right corner, click .

3. Select the relevant contacts or users from the dropdown menu.

4. Configure the message and choose to send it Once or Repeat weekly on selected days.

5. Click Share.

Share a link

Share the income report with people who don't use Guesty, such as owners or external operations teams, via a secure link. This link displays live, read-only data and doesn't require a login.

1. Apply filters to your report and click in the top-right corner.

2. Select the relevant contacts or users and click Share.

3. Recipients receive an email with the report link.

Access to a link can be revoked at any time. Links automatically expire after one year. To revoke access, click at the top-right corner and select Manage sharing preferences. 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. 

To download a report click . The report is sent to your email as a CSV file. Two formats are available, both use UTF-8 encoding to support special characters:

• Comma-separated CSV: Standard format for most tools.

• Semicolon-separated CSV: Best for spreadsheet tools in regions where commas are used as decimal points.

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