Yardi – jack of all trades master of some

Power BI to Yardi Real Estate Data

December 26, 2022February 16, 2021 by Vimal Vachhani

Most of the basic CRE tools have a deep suite of reports and analytics baked in with standard reporting, but everyone’s business is unique, and everyone’s reporting and integration needs are slightly different. Data from a single property ERP usually needs to be combined with other data points from other systems such as Salesforce, Accounting … Read more

Yardi 6 to 7S Upgrade Checklist

July 26, 2020June 25, 2019 by Vimal Vachhani

As Yardi begins to ramp down their support for Voyager 6.0, there has never been a more critical time to upgrade to their current 7S environment. Here is our basic Yardi 6 to 7S Upgrade Checklist. An Upgrade may seem straight forward, there are some key critical considerations organizations must make to ensure the upgrade … Read more

Bridging the Owner to Property Manager Data Gap

February 12, 2019August 10, 2018 by Vimal Vachhani

One of the more common reoccurring problems seen in the real estate space is the disconnect between the data created and stored by the individual property managers and the transfer of that very data to the respective owners, operators and fund managers. In most scenarios, individual property managers are using management and accounting tools of … Read more

Creating Embedded Yardi SSRS Reports Tutorial

October 26, 2021May 8, 2018 by Vimal Vachhani

In previous posts we covered topics such as getting your data out of Yardi using the FTP method and the Log shipping method to facilitate building your own custom reports outside of the tool and being able to combine the data with other operational data sources. The tool comes with a comprehensive set of reports but there is always a need to create custom reports to supplement the book of reports. The tool also gives the ability to build your own SSRS reports and place them back in the tool so that they appear in the SQL Reports section for all users to access. Below we will cover the basics on Creating Embedded Yardi SSRS Reports Tutorial.

SSRS reports in Yardi require two files – a text file containing your SQL, and an RDLC containing the report definition.

If the contents of this post are outside of your wheelhouse, don’t worry, this is why I started CREXchange.io to help clients get up and off the ground with Yardi Data Integration and Advanced Power BI Custom Reports to help run your CRE business. Contact us there for more details or a demo!

Automate your Real Estate Software – Yardi ETL and Automation

April 4, 2021April 5, 2018 by Vimal Vachhani

Interesting in learning how to Automate your Real Estate Software – Yardi ETL and Automation. This blog post will help you drive your CRE business forward.

When running your Real Estate business, it helps to not have to think about the small things. This is where process automation can help free up time for your resources and eliminate the risk of missing tasks or checklist items when certain actions occur.

Need help with getting this solution up and running for your business? Email me at bettermentstudio5@gmail.com to discuss a low cost solution to host your reporting, analytics and integration needs!