Custom Yardi Reports That Answer Your Questions
Standard Yardi reports don't always give you what you need. BC Solutions builds custom reports tailored to your specific business questions—from financial packages to operational dashboards.
Report Services
- YSR/SSRS report development
- Power BI dashboards
- Financial statement packages
- Investor reporting
- Automated scheduling
Custom Reporting Success Stories
From regulatory compliance reports to occupancy dashboards, here's how we've built custom reporting solutions for real clients.
Custom Yardi Reports – Built by Experts, Designed for Efficiency
From operational reports to investor packages, we build reports that answer your specific questions.
Financial Reports
Custom financial statements, variance analysis, and accounting reports formatted for your specific needs.
- Income statements by property/entity
- Balance sheets with custom groupings
- Cash flow statements
- Budget vs. actual variance
- Trial balance exports
Investor Reports
Branded packages for investors, lenders, and partners with the exact format and metrics they require.
- Monthly investor packages
- Quarterly performance reports
- Distribution calculations
- Waterfall summaries
- Lender compliance reports
Operational Reports
Day-to-day reports that help property managers, leasing teams, and maintenance staff do their jobs better.
- Rent rolls with custom fields
- Vacancy and availability
- Lease expiration tracking
- Delinquency and collections
- Work order summaries
CAM & Recovery
Commercial-specific reports for CAM reconciliation, NNN billing, and tenant recovery tracking.
- CAM reconciliation packages
- Estimate vs. actual summaries
- Tenant recovery tracking
- Escalation schedules
- Gross-up calculations
Compliance Reports
Regulatory and compliance reports formatted for specific requirements and submission deadlines.
- Affordable housing compliance
- LIHTC reporting
- HUD submissions
- State agency reports
- Audit support packages
Dashboards & BI
Interactive dashboards that give leadership real-time visibility into portfolio performance.
- Power BI dashboards
- Executive summaries
- KPI tracking
- Trend analysis
- Drill-down capabilities
How We Build Custom Reports
Discovery
We understand your business question, who uses the report, and how it fits into your workflow.
Design
We spec the data sources, layout, filters, and output format. You approve before we build.
Development
We build the report, test it against your data, and validate the output for accuracy.
Delivery
We deploy, train your team, and set up automated scheduling if needed.
When Standard Reports Fall Short
Leadership Needs Visibility
Executives want a one-page summary that shows portfolio performance at a glance—not 15 different reports to piece together.
Investors Have Specific Formats
Your investors or lenders require reports in a specific format with specific metrics. Standard reports don't match.
Operations Need Automation
Your team spends hours every month manually compiling data from multiple reports. That time could be automated.
Compliance Has Deadlines
Regulatory reports need specific data in specific formats by specific dates. One-off manual work is risky.
Report Development Platforms
YSR
Yardi Spreadsheet Reporting for Excel-based custom reports
SSRS
SQL Server Reporting Services for complex, formatted reports
Power BI
Interactive dashboards via Yardi Data Connect
Yardi Correspondence
Automated letters, notices, and tenant communications
Custom Reporting FAQ
How long does it take to build a custom report?
Simple reports can be delivered in 1-2 weeks. Complex financial packages or dashboards might take 3-4 weeks. We provide specific timelines after understanding your requirements.
What's the difference between YSR and SSRS?
YSR (Yardi Spreadsheet Reporting) outputs to Excel and is great for reports users need to manipulate. SSRS produces formatted PDF/print reports and handles more complex layouts. We recommend the right tool based on how you'll use the report.
Can you modify reports we already have?
Yes. We frequently enhance existing custom reports—adding fields, changing layouts, improving performance, or fixing issues. We can also convert reports between technologies if needed.
Do you support Power BI dashboards?
Yes. We build Power BI dashboards using Yardi Data Connect. This gives you interactive, drill-down capabilities that static reports can't provide. We handle the data modeling, visualization design, and deployment.
Can reports be scheduled to run automatically?
Yes. We configure automated scheduling so reports run and distribute on your preferred cadence—daily, weekly, monthly, or based on triggers like month-end close.
What if our data has quality issues?
Reports are only as good as the data behind them. If we identify data quality issues during report development, we'll flag them and can help you address the root causes as part of a broader engagement.
Need a report that Yardi doesn't provide?
Tell us what question you're trying to answer. We'll scope a solution and provide a timeline.