If you're using Yardi Voyager and need better reporting capabilities, Yardi Spreadsheet Reporting (YSR) might be exactly what you're looking for. This powerful Excel-based reporting tool transforms how property management companies create and distribute reports from their Voyager database.
What is Yardi YSR?
Yardi YSR (Yardi Spreadsheet Reporting) is Yardi's premier reporting technology, connecting Voyager data with Microsoft Excel and Word templates. Adopted widely over the past six years, YSR enables users to create boardroom-quality reports without complex programming knowledge.
The process is straightforward: configure your report setup in Yardi Voyager, design your template in Excel or Word, and YSR automatically populates your custom template with live Voyager data. It's that simple.
Why Choose Yardi Spreadsheet Reporting?
Excel Integration with Yardi YSR leverages the full power of Microsoft Excel, including formulas, conditional formatting, pivot tables, and other advanced features. If you can build it in Excel, you can automate it with YSR.
Voyager Database Access Pull data directly from your Yardi Voyager database using either pre-built Voyager Analytics (40+ available) or custom SQL queries. YSR gives you the flexibility to access precisely the data you need.
Multiple Report Types: Create single-sheet reports or complex multi-template packets. Generate separate reports by property, owner, or any other grouping. Combine multiple data sources into comprehensive executive summaries.
Flexible Output Options
- Screen output for quick review
- Excel files for further analysis
- PDF documents for distribution
- Word documents for correspondence
Scheduling and Automation: Run Yardi YSR reports on demand or schedule them for automatic generation and email distribution. Set it once, and your reports arrive in stakeholders' inboxes automatically.
What Reports Can You Create with Yardi YSR?
Financial Reports from Voyager
- Income statements with custom formatting
- Balance sheets tailored to your structure
- Cash flow analysis
- Budget variance reports
Operational Yardi Excel Reports
- Tenant aging summaries
- Rent rolls with conditional formatting
- Transaction detail reports
- Vacancy analysis
Executive Dashboards Combine Multiple Voyager data sources into comprehensive report packets with charts, graphs, and KPIs, all formatted to your specifications in Excel.
Custom Analytics Use SQL scripting to extract precisely the Yardi data you need, then format it beautifully in your Excel template.
Macro-Enabled Excel Reports: Power users can create sophisticated macro-enabled Excel spreadsheets with YSR, enabling interactive dashboards, custom calculations, and automated workflows.
How Yardi YSR Works with Voyager and Excel
The YSR workflow is designed for efficiency:
- Voyager Setup: Define your report structure, filters, and data sources in Yardi Voyager
- Excel Template Design: Create your template using Excel's familiar interface and bright markers
- Data Mapping: Connect Voyager data fields to your Excel template
- Report Generation: YSR automatically populates your Excel template with live Voyager data
The Excel Add-in for YSR simplifies template design by helping you insert the correct bright markers and configure subtotals, grouping, and drill-down links.
YSR vs. Other Yardi Reporting Tools
Yardi Spreadsheet Reporting excels when you need:
- Complete control over report formatting
- Excel's calculation and visualization capabilities
- Report packets combining multiple data sources
- Professional presentation quality
It's increasingly the preferred alternative to Crystal Reports for Yardi users who want more flexibility and easier maintenance.
Getting Started with Yardi Spreadsheet Reporting
Yardi provides comprehensive documentation through Client Central, including the YSR User's Guide and the Excel Add-in. The tool is well-supported and continuously improved with each Voyager plug-in release.
Expert Help for Yardi YSR Implementation
While Yardi YSR is user-friendly, maximizing its potential requires understanding both Voyager's database structure and advanced Excel techniques. This is where consulting expertise becomes valuable.
Assetsoft, with 25 years of Yardi implementation experience and many consultants across North America and Asia, helps clients effectively leverage YSR. Whether you're migrating from Crystal Reports, creating custom Voyager analytics, or need Excel template design support, experienced consultants can accelerate your success.
Conclusion
Yardi Spreadsheet Reporting Bridges Voyager's robust database with Excel's familiar interface, giving you the best of both worlds. For property management companies seeking flexible, professional reporting solutions, YSR delivers results.
Ready to transform your Yardi Voyager reporting? The combination of YSR and Excel puts enterprise-level reporting capabilities at your fingertips.