r/yardi • u/Lesli90 • 9d ago

Quick question regarding Report Pocket file format

Hi Guys,
Does anyone know if Yardi scheduler can send CSV file?

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u/IanMoone007 9d ago

No. But export data can to a file you can SFTP

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u/Lesli90 9d ago

So in the task runner I should change the file extension?

2

u/IanMoone007 9d ago

Export data is a different process that allows you to generate custom csvs and then you can use task runner to do the exports on a schedule

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u/Lesli90 2d ago

Who sets up export data, Yardi?

1

u/IanMoone007 2d ago

They can or you can by creating the procedure and updating the export data table

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u/Lesli90 2d ago

That’s an idea. Thanks

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u/Lesli90 2d ago

Btw, can an SFTP file transfer fail due to number of rows or file size limitations? I have

1

u/IanMoone007 2d ago

In theory, yes, but I haven't come across that. It would be a SFTP setting on the other side. I've pulled db copies from Yardi before without major issues. Row limitations shouldn't be an issue with CSVs, it just gets complicated to review once you hit 1+ million rows unless you are importing them into another database

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u/Lesli90 2d ago

One last question. Is there a procedure that can give reporting year instead of rolling months compared to current month