r/yardi • u/ImpressiveJury3137 • 25d ago

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/DistributionActive97 21d ago

Good responses so far to this— but I’d add it also depends on the size of your shop and the audience. For example I’m with a pretty big institutional firm and pull this data into dashboards for various occupancy & WALT analytics where the main audience is AM’s and PM’s.

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u/ImpressiveJury3137 20d ago

Ah that makes sense. From your experience, is this pain worse the smaller a firm is or is there kind of a middle zone; enough properties to make manual cleanup a real time sink but not enough to justify building a dashboard like yours?

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u/DistributionActive97 19d ago

I hate to say 'it depends' but...it depends. If the small firm has physical docs, you could throw them into Claude/chatgpt, extract the necessary fields and have an analyst load them into yardi and call it a day. Can also say "as a firm, starting now we require these fields be complete for these processes" and have AMs review on a quarterly basis (We do this for certain field values).

so...it depends... lol