Practical guide / Yardi data and reporting
Yardi Data Connect, Replicate and agreed report or file paths serve different needs. Identify the information, users and destination first, then confirm the available options for your specific environment and permissions.
01 / Different requirements
A product name does not establish access, every field or a guaranteed implementation timetable for your environment.
Power BI reporting
Yardi describes Data Connect as a feed from Voyager to Microsoft Power BI, with reporting customization and incorporation of other sources. Evaluate it where that reporting path fits your users and environment.
Yardi’s product descriptionWarehouse data movement
Yardi describes Replicate as moving Voyager data into warehouse/cloud environments, with control over scope and destination. Confirm architecture, eligibility, data scope and licensing for your case.
Yardi’s Replicate descriptionPortfolio reporting through CREx OS
For owners working across property managers, agree each source environment, permitted delivery method, required fields, refresh expectations and review responsibilities as part of the CREx OS scope.
Agree the PM-data scopeVendor descriptions checked October 17, 2026. Confirm availability, licensing, data scope and permissions for your specific Yardi environment. Agree CREx delivery and review responsibilities separately.
02 / Make the output specific
Begin with a current report and a business question. Confirm source fields and reporting basis before agreeing the output.
| Review | Example inputs | Scope questions |
|---|---|---|
| Rent roll and leasing | Property/unit or suite, lease context, rent and dates | Fields, history, identifiers and residential/commercial definitions |
| Financial | Agreed GL, trial balance, income statement, budget and T-12 sources | Basis, chart mappings, periods and reconciliation references |
| Collections and operations | Agreed receivables, occupancy or work-order information | Availability, sensitive data, status definitions and cadence |
| Custom report | Existing report, definitions and required output | Permitted access, licensing, delivery and review criteria |
These are requirements to discuss, not a universal extraction list. Limit sensitive information to the authorized use and recipients agreed for the work.
03 / Implementation and customization
For a Data Connect, Replicate or reporting project, scope the permitted source path, model, report customization and handoff together. Agree the owner of each input and reviewer of each output.
A representative property or report can make definitions, gaps and acceptance criteria concrete before broader work is agreed.
Identify the system owner, available source options, licensing, permissions and destination.
Agree fields/history, mappings, definitions, customization, periods and source comparisons.
Check against its source basis with the business reviewer. Document limitations and open questions.
Set cadence, review responsibility, source-change process, documentation and support in scope.
04 / Where CREx fits
Start with the source inventory and OS, which includes the foundation beneath Intelligence. Confirm each manager’s arrangements and portfolio scope.
Multiple managers, one viewDiscuss a separate Core consulting engagement for bespoke warehouse, report customization or analytics. Scope platforms, access, outputs and responsibilities individually.
Explore Consulting and Core05 / Reporting starting points
Financial summary, period/property comparison, T-12, rent roll, collections and leasing examples help define requirements. Agreed source coverage and customization determine delivery scope.
Questions / Yardi
Yardi’s current description presents it as a Voyager-to-Power-BI reporting/datafeed solution. Confirm any separate API requirement with Yardi for the specific use and environment.
Verify eligible sources, fields, architecture and destinations for your case instead of assuming universal coverage.
A permitted report/file can be discussed. Agree format, period, history, delivery and limitations; do not assume automatic availability.
Discuss customization through Core consulting or the agreed portfolio service. Bring the report, definitions, users and source requirements.
Available source paths, permissions, requirements and review responsibilities determine scope. No fixed setup or dashboard timeframe is promised here.
Start with the report
Bring environment details, a representative report and the question your team needs to answer.
Discuss your Yardi reportingStart a conversation
Use the existing report-library request to ask for material relevant to your reporting brief.
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