Yardi

Overview

Yardi is the leading property management software for real estate professionals. Import your Yardi reports into Scoop to analyze occupancy trends, rent performance, maintenance efficiency, and portfolio health with AI-powered insights.

What You Can Analyze

Importing Yardi Data

Option 1: Scheduled Report Emails

The most common approach for Yardi integration:

1. In Yardi, navigate to Reports and select your report
2. Click Schedule to set up recurring delivery
3. Add your Scoop ingest email address as a recipient
4. Choose CSV or Excel format
5. Set your delivery schedule (daily, weekly, monthly)

See Email Automated Imports for Scoop setup.

Option 2: Manual Export and Upload

1. Run your Yardi report
2. Click Export → CSV or Excel
3. Upload to Scoop as a new dataset

Option 3: SQL Server Connection (Advanced)

If you have direct database access:

1. Connect Scoop to your Yardi SQL Server database
2. Use Live Query for real-time data

Key Reports to Import

Rent Roll

Complete tenant and lease information:

• Unit details and square footage
• Current rent and market rent
• Lease start/end dates
• Tenant information

Occupancy Report

Track vacancy and leasing:

• Occupied vs. vacant units
• Days vacant
• Move-in/move-out dates
• Leasing activity

Aged Receivables

Monitor collections:

• Tenant balances
• Days outstanding (0-30, 31-60, 61-90, 90+)
• Payment history
• Collection status

Work Order Report

Maintenance performance:

• Open vs. closed work orders
• Time to completion
• Cost by category
• Vendor performance

Financial Statements

Portfolio financials:

• Income by property
• Expenses by category
• NOI and cash flow
• Budget vs. actual

Snapshotting for Trending

Yardi data changes constantly. Use Scoop's snapshot feature to:

• Track occupancy trends - Weekly snapshots show vacancy patterns
• Monitor collections - Daily snapshots reveal aging trends
• Compare periods - "How does this month compare to last year?"
• Audit changes - "What changed in the rent roll this week?"

See Snapshot Datasets for setup.

Blending with Other Data

Example: Portfolio Analysis

Ask Scoop:
"Show properties ranked by NOI with occupancy
below 90% in the last quarter"

Best Practices

Standardize Report Formats

• Use the same report template across properties
• Include property identifiers in every report
• Keep column names consistent

Schedule Strategically

Different reports need different frequencies:

• Rent Roll: Weekly (or after major changes)
• Occupancy: Daily for active leasing periods
• Collections: Daily or weekly
• Financials: Monthly

Include Property Identifiers

Ensure every report includes:

• Property code or ID
• Property name
• Region or portfolio grouping

Common Use Cases

Lease Expiration Analysis

Track and plan for renewals:

"Show all leases expiring in the next 6 months by property"

Delinquency Tracking

Monitor collection performance:

"Which tenants have been late 3+ times this year?"

Maintenance Efficiency

Optimize operations:

"What's the average work order completion time by category?"

Portfolio Comparison

Benchmark properties:

"Rank properties by revenue per square foot"

Vacancy Cost Analysis

Understand vacancy impact:

"Calculate lost revenue from vacant units this quarter"

Troubleshooting

Report Doesn't Include All Properties

• Check report filters in Yardi
• Verify you have access to all properties
• Ensure the property code is included in output

Data Not Matching Yardi Totals

• Check the as-of date for point-in-time reports
• Verify all pages/sections were exported
• Compare row counts between systems

Column Names Changed

• Yardi reports may have different column names based on setup
• Use consistent report templates
• Map columns in Scoop if names differ

Related Resources

• Email Automated Imports - Set up automated ingestion
• Snapshot Datasets - Track changes over time
• Blending Datasets - Combine with other sources