Kai Rivers
Printing a rent roll in Yardi Voyager is a straightforward process that allows property managers to generate a comprehensive report detailing all rental income and tenant information for a specific property or portfolio. This report is essential for financial tracking, lease management, and ensuring compliance with accounting standards. To begin, users must log into their Yardi Voyager account and navigate to the 'Reports' module, where they can select the 'Rent Roll' option. From there, they can customize the report by specifying date ranges, property details, and tenant filters to include only the relevant data. Once the parameters are set, the system generates the rent roll, which can be previewed, exported, or directly printed, providing a clear and organized overview of rental activities.
| Characteristics | Values |
|---|---|
| Navigation | 1. Log in to Yardi Voyager. 2. Navigate to the "Reports" module. 3. Select "Rent Roll" from the report list. |
| Report Parameters | - Property: Select the desired property or leave blank for all properties. - Date Range: Choose the rent roll period (e.g., current month, specific date range). - Unit Status: Filter by occupied, vacant, or all units. - Sort By: Options include unit number, tenant name, or lease expiration. - Include Columns: Customize columns like unit, tenant, lease term, rent amount, etc. |
| Report Generation | Click "Preview" to view the rent roll on-screen or "Print" to generate a hard copy. |
| Export Options | Export the rent roll to PDF, Excel, or other supported formats for further analysis or record-keeping. |
| Additional Features | - Scheduled Reports: Automate rent roll generation at specific intervals. - Custom Templates: Save customized report settings for future use. |
| Notes | Ensure user permissions allow access to the Rent Roll report. Verify data accuracy before finalizing the report. |
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What You'll Learn
Accessing Rent Roll Reports
To access and print a rent roll report in Yardi Voyager, you must first navigate to the correct module within the software. Start by logging into your Yardi Voyager account with the appropriate credentials. Once logged in, locate and click on the “Reports” module, typically found in the main menu bar at the top of the screen. This module houses a variety of reports, including the rent roll, which is essential for property management tasks. From the dropdown menu or sidebar, select “Property Management” or a similar category, depending on your system’s configuration, to narrow down the report options.
Within the Property Management section, look for the “Rent Roll” report. It may be listed under subcategories like “Leasing” or “Financial Reports”. Once you locate the rent roll report, click on it to open the report generation screen. Here, you will be prompted to input specific criteria to customize the report. These criteria often include selecting a specific property, date range, or lease status. Ensure you choose the correct parameters to generate an accurate and relevant rent roll.
After setting the criteria, proceed to generate the report by clicking the “Run Report” or “Preview” button. Yardi Voyager will process the request and display the rent roll report on the screen. Take a moment to review the report for accuracy, ensuring all tenant information, lease details, and financial data are correctly displayed. If adjustments are needed, return to the criteria screen and modify the parameters before regenerating the report.
To print the rent roll, look for the “Print” option, typically found in the report toolbar or as a dropdown menu item. You can choose to print directly to a connected printer or save the report as a PDF for later use. If saving as a PDF, ensure you select a secure location for storage, especially if the document contains sensitive tenant information. Printing or exporting the report in this manner allows you to maintain physical or digital records for auditing, analysis, or distribution to stakeholders.
For users who frequently access the rent roll report, Yardi Voyager offers the ability to save report templates. After setting your preferred criteria, look for an option to “Save Template” or “Save Settings”. This feature streamlines future report generation by allowing you to reload the same parameters without manually re-entering them. Saved templates can be particularly useful for monthly or quarterly reporting tasks, ensuring consistency and efficiency in your property management workflows.
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Selecting Date Range Filters
When selecting date range filters to print a rent roll in Yardi Voyager, it’s essential to understand how these filters impact the data included in your report. Begin by accessing the Rent Roll Report function within the software. Once you’ve navigated to the report generation screen, locate the "Date Range" or "As Of Date" section, which is typically found under the report criteria or filters tab. This section allows you to specify the time period for which you want to generate the rent roll. Yardi Voyager provides flexibility in choosing either a specific date or a range of dates, depending on your reporting needs.
To select a date range, first decide whether you need a snapshot of current data or a historical view. If you’re generating a current rent roll, set the "As Of Date" to today’s date. For historical analysis, input the specific date you’re interested in. If you need data spanning a period, such as a month or quarter, use the "Start Date" and "End Date" fields. Ensure the dates are entered in the correct format (MM/DD/YYYY or as specified by your system settings) to avoid errors. Yardi Voyager will then include all relevant lease and financial data within the selected timeframe.
When working with date ranges, consider how prorated rents, concessions, or adjustments might affect the report. For example, if you select a range that includes a month-end, the report will reflect any rent changes or lease updates that occurred during that period. Be mindful of partial periods, as they may skew totals if not reviewed carefully. Yardi Voyager’s date range filters are designed to capture all transactions and lease details within the specified timeframe, so precision in your selection is key to obtaining accurate results.
Another important aspect of selecting date range filters is aligning them with your reporting goals. If you’re preparing a rent roll for auditing purposes, ensure the date range corresponds to the audit period. For operational reviews, such as monthly or quarterly assessments, set the range to match the review cycle. Yardi Voyager allows you to save frequently used date ranges or report templates, which can streamline future report generation. Take advantage of this feature to save time and maintain consistency in your reporting processes.
Finally, before finalizing the report, preview the selected date range to confirm it includes all necessary data. Yardi Voyager often provides a summary or preview option that shows the number of leases or transactions within the chosen timeframe. This step helps you catch any discrepancies or omissions before printing. Once you’ve verified the date range, proceed with generating the rent roll. Properly selecting and verifying date range filters ensures your report is both accurate and aligned with your specific needs in Yardi Voyager.
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Customizing Column Layouts
In the layout editor, you’ll see a list of available fields or columns that can be added to your rent roll. These fields often include tenant names, unit numbers, lease start and end dates, rent amounts, and payment statuses, among others. To add a column, simply drag the desired field from the available list to the "Selected Columns" area. You can also rearrange the order of columns by dragging and dropping them within the selected area. This ensures that the most critical information appears first, making the report easier to read and analyze. Be mindful of the width of each column, as adjusting this can help prevent data truncation or unnecessary whitespace.
Removing unnecessary columns is equally important to keep the rent roll concise and focused. To delete a column, click on it in the "Selected Columns" area and either press the delete key or use the remove button provided in the editor. Yardi Voyager may also allow you to hide columns temporarily without deleting them, which is useful if you anticipate needing the data in the future. Additionally, you can rename column headers to make them more descriptive or align with your organization’s terminology. This is typically done by double-clicking the column header and editing the text.
Advanced customization options may include formatting specific columns, such as aligning numbers to the right or applying currency symbols to rent amounts. Some versions of Yardi Voyager also allow you to apply conditional formatting, where certain cells change color or style based on predefined criteria (e.g., highlighting overdue payments in red). Experiment with these features to enhance the visual clarity of your rent roll. Once you’ve finalized your column layout, save it as a custom template to streamline future reporting. This ensures consistency and saves time when generating rent rolls regularly.
Finally, before printing or exporting the rent roll, preview the report to ensure the column layout meets your requirements. Yardi Voyager usually provides a preview function that displays the report as it will appear in its final form. If adjustments are needed, return to the layout editor and make the necessary changes. Customizing column layouts in Yardi Voyager not only improves the usability of your rent roll but also ensures that stakeholders receive the precise information they need for decision-making. With practice, you’ll become proficient in tailoring reports to suit your property management needs efficiently.
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Exporting to PDF/Excel
To export a rent roll to PDF or Excel in Yardi Voyager, begin by navigating to the Rent Roll module. Once you’ve accessed the rent roll report, customize the filters and columns to include the specific data you need, such as tenant names, unit details, lease terms, and financial information. After finalizing the report view, locate the export options typically found in the toolbar or menu. Yardi Voyager provides the flexibility to export the rent roll in either PDF or Excel format, depending on your requirements. For PDF exports, this is ideal for creating a clean, printable document that preserves the formatting of the report. For Excel exports, this is useful for further data manipulation, analysis, or integration with other systems.
To export to PDF, click on the export or print icon and select the PDF option from the dropdown menu. You may be prompted to choose a file name and save location on your computer. Ensure that all necessary data is visible on the screen, as the PDF will capture the current view. If you need to adjust the layout or include additional pages, do so before initiating the export. PDF exports are particularly useful for sharing static reports with stakeholders or for record-keeping purposes.
Exporting to Excel follows a similar process but offers more flexibility for data manipulation. After customizing your rent roll, click on the export icon and choose the Excel option. Yardi Voyager typically exports the data in a tabular format, making it easy to sort, filter, or analyze the information in spreadsheet software like Microsoft Excel or Google Sheets. This format is ideal for property managers or analysts who need to perform calculations, generate charts, or merge the rent roll data with other datasets.
When exporting to Excel, pay attention to the data structure to ensure compatibility with your intended use. For example, ensure that dates, currency, and numerical fields are formatted correctly to avoid errors in calculations or analysis. Additionally, if your rent roll spans multiple pages, Yardi Voyager may prompt you to export all pages or only the current view. Choose the option that best suits your needs, keeping in mind that exporting all pages may result in a larger file size.
Finally, after exporting the rent roll to either PDF or Excel, review the file to ensure accuracy and completeness. Verify that all required data is included and that the formatting meets your standards. If exporting to Excel, consider saving the file in a shared location or cloud storage for easy access by team members. For PDF exports, you may want to add a timestamp or version number to the file name for better organization and tracking. By mastering the export functionality in Yardi Voyager, you can efficiently generate and share rent roll reports in the format that best supports your property management tasks.
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Printing Final Rent Roll
To print a final rent roll in Yardi Voyager, you must first ensure that all necessary data is accurate and up-to-date. Begin by logging into your Yardi Voyager system with the appropriate credentials. Navigate to the "Rent Roll" module, typically found under the "Reports" or "Property Management" section. Before proceeding with the print function, verify that all tenant information, lease details, and financial data are current to avoid discrepancies in the final report. This step is crucial as it directly impacts the accuracy of the rent roll.
Once you’ve confirmed the data integrity, access the rent roll report generation tool within Yardi Voyager. This is usually done by selecting the "Reports" tab and then choosing the "Rent Roll" option from the available report types. Depending on your system configuration, you may have different templates or formats to choose from. Select the "Final Rent Roll" template, which is specifically designed to provide a comprehensive overview of all active leases, including tenant names, unit details, rent amounts, and lease expiration dates.
After selecting the appropriate template, customize the report parameters to meet your specific needs. Yardi Voyager allows you to filter the rent roll by property, lease status, or date range. For a final rent roll, ensure that all active leases are included and that the date range covers the entire reporting period. You can also choose to include additional details such as security deposits, outstanding balances, or lease terms, depending on your requirements. Once the parameters are set, preview the report to ensure it includes all necessary information and is formatted correctly.
With the report parameters finalized, proceed to print the final rent roll. In Yardi Voyager, this is typically done by clicking the "Print" or "Export" button within the report generation interface. You can choose to print directly to a physical printer or save the report as a PDF file for digital distribution. If saving as a PDF, ensure the file is named clearly, including the property name and date, for easy reference. Printing directly may require adjusting printer settings to ensure the report fits correctly on the page and is easy to read.
Finally, review the printed or exported final rent roll for accuracy and completeness. Double-check that all tenant information is correct, rent amounts are accurate, and lease details are up-to-date. If any discrepancies are found, return to the rent roll module in Yardi Voyager to correct the data and regenerate the report. Once verified, distribute the final rent roll to relevant stakeholders, such as property managers, owners, or accounting teams, as required. Properly printed and distributed, the final rent roll serves as a critical document for financial reporting and property management.
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Frequently asked questions
To access the Rent Roll report, navigate to Reports > Property Management > Rent Roll in the Yardi Voyager menu.
Yes, you can customize the Rent Roll report by selecting Options before running the report and choosing the desired fields, filters, and sorting criteria.
In the Rent Roll report options, select the desired property from the Property dropdown and specify the date range under As Of Date before running the report.
Yes, after generating the report, click on the Export button and choose the desired format (e.g., Excel, PDF) to save or print the report.
Ensure all lease and tenant information is up to date in Yardi Voyager. If issues persist, verify report filters or contact your Yardi administrator for assistance.
