YARDI® Reporting Has Changed
Yardi reporting doesn’t stand still!
Yardi reporting capabilities keep growing: starting with Crystal, working our way into SSRS, and then to YSR. Reporting tools are highly effective in presenting data in meaningful ways to help you drive your business and your operational efficiency.
Reporting isn’t just static
Different types of reporting tools make it possible to interact with your data. In many cases, reporting can reduce the manual workload of your team or automate repetitive workflows. I was recently working on a project where we put two highly effective, but very distinct, tools into use: Yardi Correspondence and Yardi Spreadsheet Reporting.
Yardi Correspondence
Yardi Correspondence is a simple tool that streamlines communications with little or no development needed by utilizing prebuilt tokens or the creation of custom tokens.
It is great for creating and sending bulk letters like late notices, unpaid charges letter, invoices, and recovery reconciliations. Correspondence letters can also attach to the recipient record in Yardi to keep all communication together.
Leverage Yardi correspondence to produce a quick win and reduce the amount of time you spend on daily or monthly communication!
Yardi Spreadsheet Reporting
Yardi Spreadsheet Reporting (YSR) is a powerful reporting platform. YSR reports can range from basic data level reports to beautiful executive level reporting.
The YSR reporting tool can leverage all native Excel functions to perform complex calculations or lookups and create professional data presentations with tables, graphs, charts and more.
YSR reports can be fully custom with the data you need. They can take advantage of YSR built-in analytics. Or, your report can combine both custom and standard functionality.
YSR reporting can also give you flexibility to consolidate different reports into one package or even take one report and separate it by an entity like property or tenant.
Need to send your YSR reports to certain people? Much like Yardi Correspondence, YSR reports can be configured to send to a recipient and also save to records in Yardi.
Ready to apply Yardi reporting capabilities to your business needs?
Let's start the conversation today! Reach out to BC Solutions. We can talk about your ‘data pain points’ & needs, and explore how custom reporting and the many Yardi tools can be tailored to drive efficiency in your business.
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