Wheelhouse Reporting gives you one place to explore your performance data, uncover trends, and communicate insights across listings, markets, dynamic sets, and comparison data. It’s designed to help you understand what’s happening — and share that story clearly with others.

Reporting is broken into two parts; Reports and Snapshots.

Reports are your live, interactive workspace for exploring your performance data. Each report is made up of cards—charts, tables, KPIs, notes, and summaries—that help you visualize trends, compare metrics, and understand what’s driving results. You can customize layouts, choose your data sources, adjust time periods, and build narratives that tell the story behind your performance.

Snapshots capture a fixed, point-in-time version of a report, preserving the data, layout, and notes exactly as they appeared when created. They’re ideal for sharing consistent results with owners or teammates, collaborating through comments, and exporting polished PDFs for reviews or presentations.

Why separate reporting into two? Because these serve two very different, but equally important needs. Reports are built for exploration. They let you work with live, always-up-to-date data. They're designed for analysis, comparison and discovery. Snapshots exist because you sometimes need to lock the data in place. When you want to share your results with owners, teammates or clients, everyone should see the same number. TLDR: Reports help you explore the data. Snapshots help you share the story.

Reports are your live, interactive workspace for analyzing performance across your portfolio. They pull in up-to-date data from your listings, markets, dynamic sets, and comparison listings, giving you a flexible place to explore trends and understand what’s driving results. Each report is made up of customizable cards—charts, tables, KPIs, headers, notes, and summaries—that help you visualize data and shape the narrative behind it.

You can start from a template or build a report from scratch, choosing the data sources, layout, and visuals that best fit your needs. Reports also support filtering, time periods, comparisons, and other tools that help you uncover insights and tell a cohesive story with your data.

Snapshots capture a fixed, point-in-time version of a report, preserving the data, layout, and notes exactly as they appeared when created. This gives you a consistent, unchanging view to share with owners, teammates, or clients, ensuring everyone sees the same numbers during reviews or discussions.

Snapshots also support commenting and PDF exports, making them ideal for collaboration and formal reporting.

You'll find reporting in two places on Wheelhouse.

From the application's top navigation under Reporting (Beta). By clicking this you'll be taken to the overview of all reports and snapshots across your portfolio and listings.

The second place is from within your individual listing's UI. Once inside a listing, select the Reporting (Beta) tab to view your reports along with snapshots directly tied to this listing.

Your Snapshots are the snapshots you’ve created from your own reports. They’re fixed versions you can share, comment on, and export.

Shared Snapshots are snapshots created by someone else and shared with you. You can view the frozen data, join the conversation, and download a PDF—without needing access to the original report.

Reporting is most powerful when it leads to action. Some of the things you can utilize reports for include:

For example, say you are reviewing a report that focuses on listing performance. After reviewing highlights, charts, and tables, interpret the story your data tells:

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."

In version 1, we provide the ability to export both reports and snapshots to PDF. You can also export data from specific widgets. In a future version you will be able to export a CSV of the available data within a report or snapshot.

Now that you understand the basics, explore the articles linked above to dive deeper into each feature. You can also start with a prebuilt report template, experiment with different cards, or create your first snapshot to share with your team.