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!