About
The Transactions section shows metrics and information about the transactions carried out for services or products through the apps. All transactions are counted, whether completed (not canceled) or canceled, and with or without a price.
This section is composed of four subsections, explained in detail throughout this article:
- Overview
- Services
- Products
- Template products
Before getting started
- Make sure you have access to Insights > Analytics. Then, in the left sidebar menu, look for the second section: Transactions.
- Ensure the property has had users who have accessed the guest app; otherwise, no data will display.
Note: A priced room service order and an amenities request will both be counted as a transaction.
1. Overview
This subsection displays data on transactions made through the guest app. To best use this data, follow the steps below.
Step 1: Choose the data you want to view
You can modify the displayed results in the following ways.
Option 1: Filter data by date
Using the Date range field, the recorded data can be filtered. Note that the results shown reflect the Europe/Madrid GMT time zone. You can choose the following options:
- A specific time period
- Last 7 days
- Last 30 days
- Last 90 days
- Last year
Option 2: Compare data with another time period
The Compare to field allows you to view the percentage change of a period compared to another. This value is shown as a percentage and can be positive (if the percentage has grown, it is shown in green) or negative (if the percentage has decreased, it is shown in red). You can choose the following options:
- Same period previous week
- Same period previous month
- Same period previous year
Option 3: Show data grouped by different parameters
In the Group by field, you can choose different parameters to group the displayed results. You can choose the following options:
- Apps: This refers to the different apps through which transactions are made. Keep in mind that in addition to the apps you have (Native or Web app), the CMS will also appear here, since hotel staff can make transactions through the CMS, such as adding an order or a request.
- Service type: This refers to the different STAY features through which transactions are made (e.g., Restaurants, Spa, Room service, Amenities, Concierge chat, Kids club...).
- User type: This filter has four values:
- Guest: in-house guests who use a service.
- External guest: guest staying at another property with a shared facilities agreement. This term is used to distinguish them from in-house guests.
- Pre-guest: User who has a reservation in an establishment, but is still not staying (has not done the check-in, does not have a room assigned).
- Visitor: Refers to people that are not staying at the hotel who use a service on an occasional basis.
Step 2: Visualize the data
Once you configure the three options for displaying transactions data, the results will change based on your selections. The data is divided into two sections:
1. Daily transactions.
This section displays all transactions are accounted for, confirmed and cancelled, priced and unpriced. The data is presented in different formats:
→ In an area chart
This chart shows the number of transactions per time period. The time period depends on the option you selected in the Date range field. The data will appear grouped according to the Group by option you selected. Each group is represented by a different color.
2. Transactions per group
This section shows the number of transactions per the option you selected from the Group by dropdown. This means you'll see transactions grouped by App, Service type, or User type. The data is displayed in one format:
→ In a table
Here you will see the results in a table format, grouped according to the Group by option you selected. Each group is represented by a different color.
- The table rows are the different groups.
- The first column shows the group.
- The second column shows the number of transactions made and the percentage change compared to the period you selected in the Compare to field. This value can be positive (if the percentage has grown, it's shown in green) or negative (if the percentage has decreased, it's shown in red).
Step 3: Download the data
Once you have viewed the data in the CMS, you have the option to download it. Keep in mind that downloads are done by section. Each section has an Export data button in its top right corner. Clicking this button will automatically download a .csv file to your computer with the same data you are currently viewing in the Analytics interface.
2. Services
This section displays data on transactions made within the different services created inside a feature. It shows data for services that are configured as orderable or reservable through the app.
To best use this data, follow the steps below.
Step 1: Choose the data you want to view
You can modify the displayed results in the following ways.
Option 1: Filter data by date
Using the Date range field, the recorded data can be filtered. Note that the results shown reflect the Europe/Madrid GMT time zone. You can choose the following options:
- A specific time period
- Last 7 days
- Last 30 days
- Last 90 days
- Last year
Option 2: Compare data with another time period
The Compare to field allows you to view the percentage change of a period compared to another. This value is shown as a percentage and can be positive (if the percentage has grown, it is shown in green) or negative (if the percentage has decreased, it is shown in red). You can choose the following options:
- Same period previous week
- Same period previous month
- Same period previous year
Option 3: Show data filtered by service
In the Filtered by field, you can choose from the dropdown all the STAY features that let users make service transactions.
- All: See transactions from all services.
- One service option: See transactions for only the selected service.
- More than one service option: See transactions from multiple services.
Step 2: Visualize the data
Once you configure the three options for displaying transactions data, the results will change based on your selections. The data shown in one section:
1. Transactions per service
This section displays all transactions made by service. The data is presented in one format:
→ In a table
Here you will see the results in a table format.
- The table rows represent the different services created within the features.
- The first column shows the Service name.
- The second column shows Service type, which is the name of the feature where the service was created.
- The third column shows the number of transactions and a percentage value that indicates the change compared to the period selected in the Compare to field. This value is shown in green for a positive change and red for a negative change.
Step 3: Download the data
Once you have viewed the data in the CMS, you have the option to download it. Keep in mind that downloads are done by section. Each section has an Export data button in its top right corner. Clicking this button will automatically download a .csv file to your computer with the same data you are currently viewing in the Insights interface.
3. Products
This section displays data on transactions for products from different catalogs that are orderable (i.e., not informational catalogs). For example, it will record data on the number of items ordered in a room service catalog.
To best use this data, follow the steps below.
Step 1: Choose the data you want to view
You can modify the displayed results in the following ways.
Option 1: Filter data by date
Using the Date range field, the recorded data can be filtered. Note that the results shown reflect the Europe/Madrid GMT time zone. You can choose the following options:
- A specific time period
- Last 7 days
- Last 30 days
- Last 90 days
- Last year
Option 2: Compare data with another time period
The Compare to field allows you to view the percentage change of a period compared to another. This value is shown as a percentage and can be positive (if the percentage has grown, it is shown in green) or negative (if the percentage has decreased, it is shown in red). You can choose the following options:
- Same period previous week
- Same period previous month
- Same period previous year
Option 3: Show data filtered by service
In the Filtered by field, you can choose from the dropdown all the STAY features that let users make service transactions.
- All: See transactions from all services.
- One service option: See transactions for only the selected service.
- More than one service option: See transactions from multiple services.
Step 2: Visualize the data
Once you configure the three options for displaying transactions data, the results will change based on your selections. The data shown in one section:
1. Transactions per product
This section displays all transactions made by product. The data is presented in one format:
→ In a table
Here you will see the results in a table format
- The table rows represent the different products that are in the catalogs.
- The first column shows the product name.
- The second column shows the template name. When creating a product, you have the option to start from scratch or use a template; if a template was used, its name will appear here.
- The third column is the service to which the product's catalog belongs.
- The fourth column is the number of transactions made and a percentage value showing the change compared to the period selected in the Compare to field. This value is shown as a percentage and can be positive (in green) or negative (in red).
Step 3: Download the data
Once you have viewed the data in the CMS, you have the option to download it. Keep in mind that downloads are done by section. Each section has an Export data button in its top right corner. Clicking this button will automatically download a .csv file to your computer with the same data you are currently viewing in the Insights interface.
4. Template products
This subsection displays data on transactions for products from different catalogs that are orderable (i.e., not informational catalogs) and were created from a template, not from scratch. For example, it will record data on the number of items ordered in a room service catalog.
To best use this data, follow the steps below.
Step 1: Choose the data you want to view
You can modify the displayed results in the following ways.
Option 1: Filter data by date
Using the Date range field, the recorded data can be filtered. Note that the results shown reflect the Europe/Madrid GMT time zone. You can choose the following options:
- A specific time period
- Last 7 days
- Last 30 days
- Last 90 days
- Last year
Option 2: Compare data with another time period
The Compare to field allows you to view the percentage change of a period compared to another. This value is shown as a percentage and can be positive (if the percentage has grown, it is shown in green) or negative (if the percentage has decreased, it is shown in red). You can choose the following options:
- Same period previous week
- Same period previous month
- Same period previous year
Option 3: Show data filtered by service
In the Filtered by field, you can choose from the dropdown all the STAY features that let users make service transactions.
- All: See transactions from all services.
- One service option: See transactions for only the selected service.
- More than one service option: See transactions from multiple services.
Step 2: Visualize the data
Once you configure the three options for displaying transactions data, the results will change based on your selections. The data shown in one section:
1. Transactions per product
This section displays all transactions made by product. The data is presented in one format:
→ In a table
Here you will see the results in a table format
- The table rows represent the different products that can be in the catalogs.
- The first column shows the template name.
- The second column shows the service type, which is the name of the feature where the product's catalog is located.
- The third column shows the number of transactions and a percentage value that indicates the change compared to the period selected in the Compare to field. This value is shown as a percentage and can be positive (in green) or negative (in red).
Step 3: Download the data
Once you have viewed the data in the CMS, you have the option to download it. Keep in mind that downloads are done by section. Each section has an Export data button in its top right corner. Clicking this button will automatically download a .csv file to your computer with the same data you are currently viewing in the Insights interface.
Next steps
Once you're familiar with the Transactions section in Insights, we recommend the following actions to deepen your understanding and make the most of the available data:
- Segment your data for deeper analysis: Use the Group by option to identify key patterns in your transactions. For example, group data by User type to understand whether guests, visitors, or pre-guests are driving the most of orders and reservations.
- Identify trends and evaluate performance: Use the Compare to filter to see if transactions for key services (such as Room service or Restaurants) are increasing or decreasing over time.
- Discover the most popular products: Analyze the Products subsection to identify your best-selling items.
- Use insights to inform operational decisions: Share findings with relevant hotel teams (F&B, Spa, Front Desk) to improve guest experience or adjust staffing/resources.
Need further assistance?
If you have additional questions or require further assistance:
- Contact us via live chat
- Send a ticket to our Support team
- Visit STAY Academy, our training platform