Using a Report is the first and most essential way to engage with Wheelhouse Reporting. It involves exploring and interpreting live, dynamic data to understand how your listings, segments, or entire portfolio are performing. At this stage, you’re not editing, creating, or sharing—you’re analyzing.
Reports automatically update as your performance evolves, allowing you to identify trends, measure results against benchmarks, and spot opportunities for improvement. By consuming a report, you gain the clarity and context needed before deciding what to communicate or customize next.
Accessing and Managing Reports
Before diving into performance analysis, it’s helpful to understand where your reports live and how they’re organized in Wheelhouse. This section walks through how to access the Reporting Dashboard, view your default system reports, and create your own custom report layout.
Accessing the Reporting Dashboard
In Wheelhouse, you can access the Reporting tool in two ways:
From the main Reporting Dashboard
Navigate to Reporting (Beta) in your menu. This gives you an overview of all reports available across your listings and portfolios.
From an individual listing
Open a specific listing and select the Reporting tab to view or manage reports for that property only.
Default Reports
By default, Wheelhouse automatically creates two core reports for every account:
Performance:
Displays 18-month graphs highlighting key metrics such as revenue, occupancy, and ADR. This report helps you track long-term performance trends and understand overall growth patterns.Performance vs. Market:
Combines your listing, market, and KPI data—highlighting revenue, occupancy, and ADR comparisons. Use this report to benchmark your performance against market averages or defined competitor sets.
These reports serve as your starting point for understanding performance trends and identifying where to focus your analysis.
Create Your Own Report
In addition to the default system reports, Wheelhouse allows you to create fully custom reports that fit your specific workflow and analysis needs.
You can create a report in two ways:
From scratch: Start with a blank layout and build your report step by step.
By duplicating an existing report: Copy a system or previously saved report and make adjustments such as changing data sources, adding or removing widgets, or modifying layouts.
To create a report from scratch:
Click the “+ New Report” button from the Reporting Dashboard.
Begin setting up your report by adding widgets such as charts, tables, KPIs, or notes.
Configure each widget by selecting its type, data source, metric, years, and comparison series.
Drag and arrange widgets on the grid to design your preferred layout.
Once you’re satisfied with your setup, click Save Report.
Enter a report name when prompted and confirm to save your custom report.
To create a report by duplicating an existing one:
From the Reporting Dashboard, locate the report you want to copy.
Click the three horizontal dots (⋯) next to the report name.
Select Duplicate from the menu options.
In the pop-up window, enter a new name and update the description if desired.
Click Duplicate Report to create a copy.
Open your new report and make any edits—such as updating data sources, adding or removing widgets, or adjusting comparisons.
Each report is fully customizable, allowing you to visualize data exactly the way you want. Whether you’re tracking nightly revenue, occupancy trends, or market comparisons, custom reports help you build flexible, data-rich dashboards without needing external tools.
Note: You can clone any existing report to use its structure as a starting point—perfect for creating similar reports with different date points, comparison sets, widgets, or many more.
How to Consume a Report
Once you open a report, the layout and metrics you see will depend on the type of report you’ve created or selected—such as Performance or Performance vs. Market.
Each report is structured to guide you from high-level summaries to detailed performance trends, helping you understand what’s happening, why it’s happening, and how your results compare to the broader market.
If you’ve built a custom report, the specific widgets and KPIs shown may vary based on how you configured it.
Regardless of the setup, the goal remains the same: to interpret data, uncover insights, and make informed decisions.
For the walkthrough below, we’ll use the system’s Performance vs. Market report as an example, since it provides both listing-level and market-level comparisons commonly used for analysis.
Listing Highlights
At the top, you’ll find Listing Highlights — your property’s core KPIs summarized for the selected date range.
These include:
Nightly Revenue — Total earnings for the period.
Adjusted Occupancy — The percentage of available nights booked.
Average Nightly Rate (ADR) — Average rate per booked night.
Length of Stay — Average number of nights per booking.
Example:
Your listing’s Nightly Revenue is $12,927, showing a 60.3% reduction, and Adjusted Occupancy is 19.2%, down by 65.5%. This indicates a sharp drop in booking volume. However, your ADR is $124, an increase of 4%, which suggests you’re maintaining strong rates despite the lower occupancy.
Market Highlights
The next section displays Market Highlights for the same period.
These KPIs help you understand how your performance compares to the broader market or your selected competitor set.
You’ll typically see:
Market Revenue
Market Occupancy
Market ADR
Market Length of Stay
Example:
If the market’s ADR is $272 (+9%) while your listing’s ADR is $124 (+4%), the gap suggests your property may be underpriced compared to nearby competitors. You can use this insight to reassess and adjust your rate strategy.
Listing KPIs and Charts
Scrolling down, you’ll see visual charts under Listing KPIs that bring your performance to life over time.
Nightly Revenue Chart:
Bars show your monthly revenue; the green line represents the market average.
Example: If your bars decline while the market line rises, your property underperformed during that period.
Adjusted Occupancy Chart:
Shows your booked nights vs. the market’s.
Example: If your occupancy drops below the market for several months, investigate calendar blocks or rate competitiveness.
Average Nightly Rate Chart:
Displays your ADR trends compared to the market.
Example: If your ADR remains flat while the market rises, it might be time to test incremental price increases.
Performance Tables
At the bottom, each report includes a data table summarizing your key metrics by month (or selected time interval).
Columns typically include:
Nightly Revenue
Adjusted Occupancy
Average Nightly Rate (ADR)
Example:
In the table, you might notice that Occupancy was 58% in May but dropped to 28% by November, even though ADR stayed between $118 and $124. This points to fewer bookings rather than pricing issues, which is helpful context when deciding whether to adjust availability or marketing.
Interpreting and Acting on Insights
After reviewing highlights, charts, and tables, interpret the story your data tells:
High ADR but low occupancy?
Your rates might be too high relative to market demand.
Low ADR and high occupancy?
You could raise rates without hurting booking volume.
Revenue drop despite stable ADR and occupancy?
Check for shorter stays or fewer available nights.
Example Summary:
"Occupancy decreased in August due to shorter average stays, but ADR remained competitive. Offering stronger length-of-stay discounts during low-demand months could help stabilize total revenue."
Key Benefits
Consuming a report helps you gain a clear, data-driven understanding of your performance without needing to export or manually calculate anything.
Whether you’re reviewing a single listing or an entire portfolio, Wheelhouse Reports give you live, visual insights to make confident, informed decisions.
Benefit | Description |
Live, Dynamic Data | Reports automatically refresh with the latest performance and market information, ensuring your analysis is always up to date. |
Flexible Scoping | Choose the level of detail that fits your analysis — whether you’re viewing a single listing, a specific segment, or your entire portfolio. |
Benchmarking | Compare your performance to the broader market or Dynamic Sets to spot where you’re outperforming or underperforming. |
Visual Clarity | Charts, highlights, and tables turn complex data into easy-to-read visuals—perfect for understanding performance at a glance. |
Actionable Insights | Identify key trends and opportunities early, helping you adjust pricing, length of stay, or availability strategies proactively. |
Example Scenario
You’re reviewing the Performance vs. Market report for your Tampa listing and notice:
Nightly Revenue: $12,927 (-60.3%)
Adjusted Occupancy: 19.2% (-65.5%)
ADR: $124 (+4%)
Market ADR: $272 (+9%)
Scrolling through the Listing KPIs, you see that your occupancy has been below the market for several consecutive months, while your ADR remains stable.
The data table confirms the trend—strong pricing but fewer bookings.
From this, you conclude:
Your rates are competitive but not aligned with current demand.
Longer-stay discounts or flexible minimum stays could help recover occupancy.
Your ADR strategy is performing well compared to peers but could improve with better pacing adjustments.
These insights guide your next step—deciding what changes to make and what findings to share with your team or property owner.
What’s Next
Once you’ve consumed and interpreted your data, the next step is to communicate your insights.
Move on to Sharing a Snapshot, where you can capture a point-in-time version of your report, add comments, mention collaborators, and share it with your team or owners.
Snapshots make it easy to align everyone around the same data and decisions—without exporting spreadsheets or screenshots.
Conclusion
By learning to consume a report, you build the foundation for confident, data-led decisions.
You understand the story behind your numbers, identify what’s driving performance, and set the stage for effective collaboration in the next level of reporting.
Once you’ve interpreted your report and identified key insights, you can share them using a Snapshot. It captures your current data view, locks it in time, and enables in-platform collaboration through comments, mentions, and PDF exports.
Share a Snapshot to learn how to communicate your findings clearly and efficiently.