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.

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.

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.

The YSR workflow is designed for efficiency:

1. Voyager Setup: Define your report structure, filters, and data sources in Yardi Voyager
2. Excel Template Design: Create your template using Excel's familiar interface and bright markers
3. Data Mapping: Connect Voyager data fields to your Excel template
4. 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.

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

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.

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.

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.

YASC connects property managers, owners, operators, and investors in Australia and New Zealand with software solutions that help them grow and innovate. The conference features:

• 50+ classes, roundtables, and spotlight sessions covering the latest property management innovations
• One-on-one consultations with Yardi solution experts at Knowledge Central
• Hands-on training with Yardi's latest software releases
• Exclusive entertainment and social events for networking with industry peers
• Free registration for all Yardi clients

Following the global rollout of Yardi Virtuoso, YASC Sydney 2025 will showcase how this AI platform is transforming property management operations across Australia and New Zealand.

Confirmed Virtuoso Capabilities:

Maintenance Operations: Virtuoso delivers insight into work order causes and suggests solutions. Maintenance technicians can capture images and receive real-time recommendations.

Invoice Automation: The platform reviews purchase orders and invoices, providing "Virtuoso Verified" or "Virtuoso Warning" labels with reasoning, saving hours of manual review.

Innovative Procurement: Take a photo of any item needed to search for property-specific Yardi Marketplace catalogs automatically.

Lead Management: Streamline tour preparation with prospect engagement summaries and AI-generated follow-ups.

Virtuoso Assistant: An AI chatbot that pulls real-time data from your Yardi stack to answer questions and generate reports.

YASC Sydney 2024 introduced significant updates to the ANZ market, including deeper dives into Voyager 8 and Yardi Data Connect. This year's conference will build upon these foundations with enhanced features and new integrations tailored for regional requirements.

Yardi Data Connect allows seamless exposure of Voyager data to business intelligence platforms, enabling integration with tools like Power BI and Tableau. This ensures critical data accessibility for advanced analytics and real-time KPI monitoring.

Rumors are circulating that there will be a massive announcement at YASC 2025. While details remain under wraps, the anticipation adds another layer of excitement to the Sydney event.

Knowledge Central

Open throughout YASC, Knowledge Central provides direct access to Yardi staff for:

• Product demonstrations
• Software troubleshooting
• Implementation guidance
• Best practice discussions

Networking Opportunities

Connect with property management professionals from across the region, share insights, discuss challenges, and explore potential partnerships.

Practical Information

Event Details:

• Dates: September 10-11, 2025
• Location: Hilton Sydney
• Registration: Free for all Yardi clients
• Processing Time: Allow 1-3 business days for registration approval

What's Included:

• Access to all sessions and Knowledge Central
• Networking events and entertainment
• Direct access to Yardi experts
• Class materials and resources

Assetsoft will be present at YASC Sydney 2025 to support ANZ clients with:

• Understanding Virtuoso's practical applications for your portfolio
• Navigating Yardi's evolving technology landscape
• Maximizing your Yardi investment
• Implementation strategy planning

Our team understands the unique challenges of the ANZ property market and can help you leverage Yardi's technology to address local requirements while maintaining global best practices.

1. Register Now: Secure your free spot at yardi.com/yasc/australia-new-zealand
2. Review the Agenda: The 2025 class list is available online
3. Plan Your Schedule: Choose from 50+ sessions tailored to ANZ markets
4. Book Consultations: Schedule time with Yardi experts at Knowledge Central

Venue: Hilton Sydney Note: Yardi is not responsible for hotel reservations or cancellations. All hotel arrangements must be made directly with the hotel, with cancellations required at least 72 hours before check-in.

YASC is the premier event for Yardi clients and consultants. This year's conference features:

• 250+ classes, spotlight sessions, panels, and roundtables
• Yardi executives and experts sharing insights on trends, innovations, and what's next in AI
• 1:1 product overviews and software support at Knowledge Central
• Endless opportunities to connect at the Networking Reception and Lounge
• The legendary Yardi Party

Yardi announces the release of Yardi® Virtuoso, a multifaceted platform built to shape the future of artificial intelligence (AI) in real estate. The platform has evolved significantly since its initial announcement.

Virtuoso uses machine learning, generative AI, natural language, and large language models to automate human tasks without sacrificing the customer experience.

Confirmed Capabilities from Yardi's Official Announcements:

1. Maintenance Management: Virtuoso delivers insights into work order causes and suggests solutions, enabling quick issue resolution. Maintenance technicians can capture images, receive real-time recommendations, and use AI to create follow-ups, improving customer satisfaction.
2. Invoice Processing: Virtuoso reviews purchase orders and invoices, recommending approval or further review with a "Virtuoso Verified" or "Virtuoso Warning" label, along with reasons for the recommendation. This saves hours of manual effort while also reducing risk.
3. Procurement Automation: Dramatically streamline the procurement process by taking a photo of the needed item to search for property-specific Yardi Marketplace catalogs automatically.
4. Lead Management: Simplify lead management by easily reviewing, assigning, or inactivating leads—Virtuoso streamlines tour preparation by providing simple summaries of prospect engagement.

Yardi also recently announced the release of Yardi Voyager® 8, the next generation of the technology leader's flagship property management solution. Built for AI using the Virtuoso infrastructure, Voyager 8 promises a continual opportunity for clients to achieve heightened efficiency and smoother operations.

At the most recent Yardi Advanced Solutions Conference (2024), Yardi announced significant enhancements to its AI platform, Yardi Virtuoso, designed to drive efficiently for the real estate industry.

According to Akshai Rao, president of residential at Yardi: "We are excited to launch the Virtuoso App, which thoughtfully integrates AI into day-to-day workflows to help users excel from day one of the job."

Rumors are circulating that there will be a groundbreaking announcement at YASC 2025. While details remain under wraps, the anticipation adds another layer of excitement to an already packed agenda. Get ready to be part of this historic moment in the real estate technology industry.

YASC 2025, with over 5,000 of your peers expected to attend, represents the largest gathering of Yardi users and real estate technology professionals in North America. This is a unique opportunity to network, learn from industry leaders, and gain insights that can significantly impact your property management strategies.

• Direct access to Yardi product experts for personalized consultations
• Hands-on experience with the latest Virtuoso features
• Peer-to-peer learning from successful implementations
• Early insights into upcoming product releases

1. Register Now: Secure your spot for September 3-5, 2025, at the San Diego Convention Center
2. Plan Your Sessions: Review the 250+ class offerings when the schedule is released
3. Book Consultations: Schedule 1:1 meeting with Yardi experts at Knowledge Central
4. Prepare Questions: Document current operational challenges to discuss with specialists

Assetsoft will be present at YASC 2025 to help clients navigate Yardi's evolving technology landscape. Our team can assist with:

• Understanding Virtuoso's practical applications for your portfolio
• Planning implementation strategies
• Maximizing your existing Yardi investment

Configuring CAM in Yardi involves far more than basic rule-setting. Each property and lease portfolio presents a unique combination of:

→ Lease types: Including net, fixed, gross, and hybrid arrangements, each with its own billing requirements.

→ Recovery groups: Incorporating CAM, taxes, insurance, utilities, and additional items.

→ Caps, base years, and exclusions: Determining which tenants or areas are limited or exempt from charges.

→ Area measurements and denominators: Guaranteeing precise allocation and equitable recovery among tenants.

→ Special scenarios: Such as retail anchors, segmented recovery pools, or mixed-use properties.

Inadequate configuration can result in recurring errors, tenant disputes, and revenue loss. These issues may cause dissatisfaction, legal complications, and strained landlord-tenant relationships. Furthermore, any loss in revenue directly affects financial performance. Assetsoft’s expertise addresses these risks effectively.

1.  Comprehensive Planning & Design

- Collaborate closely with your team to define CAM system scope and priorities.

- Map all lease types and recovery methods in detail.

- Create standardized definitions for recovery groups and expense pools.

- Document special scenarios and edge cases requiring tailored solutions.

- Establish area measurement standards and denominators at the outset.

2.   System Configuration

- Configure Yardi settings for maximum accuracy and scalability.

- Define default area and proration settings.

- Set up recovery date types and charge codes relevant to estimates, reconciliations, administrative fees, and taxes.

- Link global lease and recovery types to the general ledger.

- Align recovery groups and expense pools with GL structure.

3.  Validation & Testing

- Conduct rigorous testing in a staging environment to identify and resolve issues before system deployment.

4.  Training & Knowledge Transfer

- Provide thorough training to ensure your team is well equipped to manage CAM recoveries autonomously.

→ Industry Experience: Extensive experience implementing CAM recovery solutions in Yardi for highly complex portfolios.

→ Practical Design: Solutions focus on scalability and usability, enabling efficient operations from day one.

→ Timely and Reliable Delivery: Proven methodologies accelerate implementation and mitigate risks.

→ Continuous Support: Ongoing support is available post-launch for refinement, troubleshooting, and optimization as your portfolio evolves.

Assetsoft is committed to eliminating the complexity of CAM recovery. With proper planning, setup, and dedicated support, Yardi’s powerful tools can help you maximize recovery efficiency while minimizing disputes.

Our team carefully reviews tenant lease agreements to accurately interpret CAM-related terms. Understanding these details, from pro-rata share calculations to expense inclusion, ensures tenants receive precise billing, reducing disputes and protecting landlord interests.

Automating expense tracking and categorization within Yardi Voyager ensures that all maintenance, security, landscaping, and janitorial costs are accurately recorded. Automating this process reduces manual errors, enhances data accuracy, and streamlines the reconciliation process.

It is crucial to set up tenant and property details accurately in Yardi Voyager. We configure each property and tenant according to specific lease terms, ensuring expenses are distributed correctly. Our attention to detail ensures fairness and compliance across your tenant base.

Implementing CAM reconciliation in Yardi Voyager doesn't have to be complicated. Our dedicated team of experts provides end-to-end support—from initial setup and configuration to ongoing reporting and optimization. We're here to streamline your processes, enhance tenant relationships, and maximize your operational efficiency.

Experience the difference today with our CAM reconciliation services powered by Yardi Voyager. Let us help you turn CAM management from a complex chore into a seamless, transparent, and value-adding aspect of your commercial property management strategy.

Yardi Deal Manager is only as powerful as the process behind it. Before implementation, define the process by which a lead is converted into a deal and then into a lease execution. Include all relevant touchpoints, such as leasing representatives, legal teams, finance, and asset managers. The tool supports complex workflows, approvals, and document versioning, so having that journey mapped early makes a world of difference.

💡 Pro Tip: Assetsoft can help you visualize and optimize your current process using best practices from global commercial real estate leaders.

Insufficient data leads to bad deals. The Deal Manager pulls data from Voyager and integrates it into lease documents, as well as stacking plans, forecasts, and dashboards. Rest assured that your property, unit, contact, and lease data will be accurate, complete, and standardized across systems.

One of the Deal Manager's biggest wins is automating the creation of legal documents—including Letters of Intent (LOIs), leases, and amendments. But to get the most from it, you'll need to:

• Define your clause library
• Set up document templates
• Configure approval workflows

Assetsoft's consultants and technical teams can accelerate this step with pre-built configurations and redlining support.

If you're managing leasing and forecasting separately, it's time to connect the dots. Yardi's native integration between Deal Manager and Forecast Manager lets you promote deals to real-time forecasts, align leasing with budgeting, and drive more accurate revenue projections.

The Deal Manager's mobile app enables users to tour a space or approve a deal. But mobility isn't just about having an app but also about user adoption. Ensure your team is trained, your workflows are mobile-friendly, and approvals can happen anywhere.

Implementing Deal Manager is not a plug-and-play job. From workflow setup and user training to document configuration and system integration, the path to success is smoother with an experienced partner.

That's where Assetsoft comes in. As a Yardi implementation specialist, we're not just here to configure the tool. We're here to guide you through the entire process, from reimagining your leasing process to ensuring a successful implementation.

Ready to Elevate Your Leasing Process?

Yardi Deal Manager is transforming how commercial real estate companies work—making deals faster, wiser, and more transparent. However, remember that the journey begins with the proper preparation. By being informed and aware of the necessary steps, you're already on the path to success.

Talk to Assetsoft today, and let's explore how we can make your Deal Manager implementation a success from day one.