Yardi Q&A: How do I schedule monthly reports in Yardi?

At Saxony Partners, we keep our eyes peeled for frequently asked Yardi questions from our clients, blog readers, and social media followers. Our team of independent Yardi consultants has decades of experience with Yardi software, and they are experts in problem solving, trouble shooting, performance improving, and training for our Yardi clients.

Recently, we’ve noticed many Yardi users asking: “How do I schedule monthly reports in Yardi?”

Our Senior Yardi Manager Anne Escobedo has the solution you’re looking for. According to Anne, the process for scheduling monthly reports in Yardi is broken down into three easy steps.

How to Schedule Monthly Reports in Yardi: 3 Steps

1. “To schedule report delivery, you’ll first need to set up the report packet.”

“You can do this with the right access, or ask an administrator for help,” Anne says. “The packet will determine what reports to include and what report filters should be followed. You can choose from options like combining them into one Excel file, adding a cover page, or adding in PDF files.”

2. “Next, set up a distribution member.”

“This is where you will designate who receives a report packet and for what properties.”

3. “Lastly, you’ll need to set up the report scheduler event.”

“Assign the Distribution Member and the Packet to the event, add in the emails, and make any customizations from the available options. You can choose to Run Now and receive the report immediately – or, click on Dates and set up the report cadence with a few clicks. You can choose every day, every week, or every month and designate the specific time.”

Yardi Managed Services

If your team is struggling to tackle Yardi services alone, Saxony Partners can help.

It can be difficult to devote enough bandwidth to your Yardi software and the internal processes necessary to keep it up-to-date and functioning properly. When your number one focus as a property management company is to serve your tenants, things like software updates, staff training, or careful reporting can easily fall to the back burner.

At Saxony Partners, we provide Yardi Managed Services to help empower our clients to utilize Yardi to its full capacity. 

Yardi Training

If you are brand new to Yardi software, or if you have dedicated Yardi users on staff but no time to show them the ropes, you might benefit from Yardi Training with our team.

There are numerous benefits to Yardi training from an experienced consultant. You can circumvent repetitive issues, prevent procedural errors that turn into costly mistakes, and avoid frustration and wasted time from guesswork.

The Ultimate Yardi Guide

This year, we released The Ultimate Yardi Guide packed with Yardi tips and thought leadership from our team. You can download it FREE right here.