http://www.lupinepartners.com/custom_reports - David Wolfe of Lupine Partners, Dallas, TX, explains the implementation method for deciding when to develop Yardi Voyager Custom Reports.
One of the things we ask clients to do during the module design and configuration meetings is bring all of the reports they are currently using to the meeting. These reports could be from their existing system or ‘offline’ reports, such as side Excel sheets. All these reports are taken and broken into a spread sheet with three columns:
• There is a match with an existing Yardi canned report (no cost)
• There is a match with an existing Yardi canned report that needs some modifications (cost)
• Or there is no match and there needs to be a custom report (cost)
From there, a time estimate is normally given for each report. The estimate is given to the client, and they decide whether a custom report will be developed. After seeing the amount of effort required to create a particular report, it is not unusual for a client to decide to use one or more canned reports to fulfill the reporting requirements.
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