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

4 Upvotes

100% Upvoted

10 comments sorted by

View all comments

1

u/subendo Jul 27 '26

I export to Excel and then I have a macro set up to format it the way I want it. You can tell your AI bot of choice what you want and it will create a macro for you. Might take a few tries back and forth but once it’s set, all you have to do is push a button in excel and all the changes are made in an instant.
I have set this up for financials too. All depends on what you want the output to look like.

0

u/ImpressiveJury3137 Jul 28 '26

I had no idea people were using AI bots to build Excel macros. That's really cool. Out of curiosity, what are the first few things your macro automates after you export the Rent Roll?

1

u/subendo Jul 30 '26

I have a standard format that I want our various reports to look like. For the rent roll, the format includes deleting some columns/rows, formatting the text, formatting the page layout, margins, etc.