FindMyStay.in
Custom report builder
Save custom report definitions (dataset, filters, groupings, columns, CSV/PDF) for repeat exports.
Reports & growth · Academy
What this section is
Custom report builder stores definitions: name, dataset, format (CSV/PDF), filters/groupings/columns (comma-separated as the form allows), notes. It saves the recipe — running/export may be via Export centre or future runners. Keep definitions short and named for humans (“OTA room-nights Sep”).
In the owner dashboard
Open Custom report builder under Listing / Property after you claim a stay. Same vocabulary as Help Academy.
~8 min
Typical time to read this guide and complete the screen once for a small property.
Reports · Report tools
Multi-property KPIs, custom report definitions, scheduled email delivery, and data export.
Help cues
When to use it
Cue 1
CA asks a recurring OTA nights file.
Cue 2
GM wants a saved cancellation extract.
Cue 3
Standardise weekly export columns.
Do this
Step-by-step
-
Open Custom builder
Report tools → Custom builder.
India example: Saved defs list. -
Create a definition
Name, dataset, format, filters/groupings/columns, notes → save.
India example: OTA room-nights CSV. -
Use it operationally
Document who runs it weekly; pair with Export centre when needed.
India example: Friday 10:00 · Priya exports.
Tips
One clear name beats five vague “Report1” rows.
Common mistakes
Assuming save = email already sent — delivery is Scheduled delivery / Export.
Staff training
Detailed examples
Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.
Example 1: Save OTA nights CSV recipe
Setting
CA weekly ask.
Who is involved
Accountant
Builder stores the definition — name it for humans.
| # | What staff do | What they should see |
|---|---|---|
| 1 | Custom builder → new OTA room-nights CSV | Definition saved. |
| 2 | Document who runs it Friday | SOP note. |
| 3 | Pair with Export centre when needed | File delivered. |
Pricing unlock
Which plans include Custom report builder
Ready to set this up?
Claim your listing, open Custom report builder in the owner dashboard, then continue Setup order.