Is Your Yardi Reporting Dependent on Static Spreadsheets?

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Manual Reporting Processes are Tedious and Time- Consuming

Exporting and formatting your data in Excel isn’t just something you do once at month-end. You’re stuck in a constant cycle of exporting and formatting not just every month, but every time you find that a new journal entry has been added, or an adjustment made. Dumping static data into Excel also means you’re having to flip back and forth into Yardi to investigate a trial balance when there’s an unexpected number, or when you’re reconciling accounts.

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You Struggle to Create the Most Critical Reports

Rent roll reports, tenant data, bank reconciliations, percent occupancy, aged delinquency reports, and balance sheets that show year-over-year comparison views—these reports and data need to be at your fingertips. But instead, you may find that building what seems like a relatively simple report, even one that has a template in Yardi, now depends on multiple queries and stitching together multiple reports into a spreadsheet. Worse, if new journal entries are posted, you’re having to re-run each report and rebuild from scratch. This takes valuable time and introduces new risks for errors in these static workbooks.

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Manually Distributing Reports to Your Business Users Takes Too Much Time

Preparing report packs takes time, but it’s vital that users get the right reports and aren’t exposed to data they aren’t authorized to view. It takes a lot of time and effort to distribute the right reports to the appropriate individuals on time. You may want to distribute at different times depending on the property, but lack an easy, automated way to manage distributing these reports.

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Right-Time, Drillable Data Inside Excel

Start in Excel and stay in Excel without having to go back into Yardi to view transactions or investigate balances unless you want to. insightsoftware offers pre-built drilldowns for Yardi users to access data, all within Excel with Spreadsheet Server. Use your existing Excel knowledge to build comprehensive reports and dashboards using near-real-time data that refresh at the click of a button. Because your data are up- to- date in Spreadsheet Server, you can avoid issues like possible timeouts in Yardi, because you can stay in Excel without having to go into the source system.

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Get Easy Access to Mission Critical Reports

Using your existing Excel knowledge, you’ll be able to easily create and modify reports from your Yardi data that you can use every month simply by updating the period. With insightsoftware, you’ll be able to build refreshable reports for areas such as: straight line rent, corporate AR, vendor history, bank reconciliation, tenant sales, lease and square foot history, cash receipts, and others. Your reporting becomes much easier and more flexible, without having to seek support from a consultant, IT, or undergoing additional Yardi training.

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Automated Report Pack Distribution

With insightsoftware, you have several secure ways to automate the sharing of Yardi reports and Yardi dashboards to your business users outside the finance department. Spreadsheet Server with Intellicast enables Yardi business intelligence through shareable reports and business dashboards that users can filter within and drill- down into, enabling them to answer their own questions and reducing the number of ad hoc inquiries your department has to address. For users that don’t require that level of refreshable, self-service financial and operational data, we offer Distribution Manager, to automate the sending of recurring report packs across your organization.

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Real-time reporting that connects to 130+ ERPs directly in Excel.

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Cloud Based Reporting

How to Compare Reporting & BI Solutions

Reporting and Business Intelligence (BI) solutions begin and end with data—not just how the data are collected, but also how they are stored, organized, and accessed. With a saturated market full of solutions to choose from, you need to have a clear understanding of your data needs before you start comparing your options.

In this white paper, you will learn:

  • What to look for in reporting and/or BI software
  • Why a reporting and BI solution is essential for growth
  • How to avoid reporting and BI solution implementation failure

To assist with your software selection process and to help you find a solution that fits your current ERP system and IT infrastructure, we have also created a framework for evaluating third party solutions.

You need to have a clear understanding of your data needs before you start comparing your options.

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Equity Industrial Partners Corp Blog Greg King

"Overcoming a very cumbersome report writer embedded within the ERP system has allowed us to write meaningful reports."

Gregory King Chief Financial Officer at Equity Industrial Partners Corp View Customer Story

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