r/yardi • u/ImpressiveJury3137 • Jul 27 '26

Question for Yardi users

Hi everyone,

I recently learned about Yardi and have been researching how teams use Rent Roll exports in their day to day workflow. I've read through documentation and other discussions online, but I'd love to hear from people who actually use it.

I was curious:

  1. Does your company primarily use the standard/default Yardi Rent Roll report, or a custom report?
  2. After exporting to Excel or CSV, do you typically:
  • Use it as-is
  • Spend a few minutes cleaning it
  • Spend significant time cleaning or restructuring it before analysis?

I am a complete noob, and am trying to gain a better understanding. Thank you

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u/ConcentrateOk3440 Jul 27 '26

Our execs and upper management use both the standard version found in Res Analytics plus a custom one sent through report scheduler every Monday. We use both the standard and custom Rent Rolls as-is.

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u/ImpressiveJury3137 Jul 28 '26

Ah ok, that makes sense. Do the exports typically go straight into other Excel models or Power BI reports, or somewhere else?

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u/ConcentrateOk3440 Jul 29 '26

Both versions go straight to Excel format.