Property management involves a constant flow of information: rent collection, maintenance costs, occupancy rates, vendor payments, and more. With the right reporting tools, you can turn that information into insight. But too often, reports are ignored, misunderstood, or used reactively rather than proactively.

In this blog, we’ll explore how property managers can use reporting features inside Yardi Breeze to drive better business decisions, spot issues early, and operate more efficiently.

Why Reporting Matters

Accurate reports help you:

• Track income and expenses by property
• Identify underperforming units or cost overruns
• Ensure compliance with trust accounting and audit standards
• Provide transparency to owners and investors
• Plan for growth or scaling

Without reporting, you’re flying blind. With the right reports, you can course-correct before small problems become big ones.

Essential Reports in Yardi Breeze

Yardi Breeze makes it easy to run reports with just a few clicks. Here are some of the most useful ones:

1. Owner Statement

Gives owners a clear breakdown of income, expenses, and distributions. Helps build trust and answer questions without back-and-forth emails.

2. Rent Roll

Shows rent charges, due dates, balances, and lease details. Useful for tracking revenue, vacancy, and upcoming renewals.

3. General Ledger

Breaks down every financial transaction. Use this to diagnose discrepancies or ensure accurate allocations across properties.

4. Bank Reconciliation Report

Shows whether your bank transactions match your ledger. Essential for trust accounting and internal accuracy.

5. Delinquency Report

Quickly highlights tenants who are behind on rent, so your team can prioritize collections.

6. Audit Log Report

Tracks who changed what and when — critical for audit trails and catching internal errors.

Using Reports to Make Smarter Decisions

1. Identify Trends Over Time

Don’t just look at this month’s numbers. Compare quarter-over-quarter and year-over-year to spot seasonality, rent increases, or recurring expenses.

2. Spot Errors Before They Snowball

Use reports to audit your own work. Is a vendor being paid twice? Is income coded to the wrong property? Catch it now, not later.

3. Prioritize Operational Changes

If maintenance costs are spiking at one property, maybe it’s time to revisit vendor contracts or inspect building systems.

4. Improve Owner Communication

Instead of emailing back and forth, send a clean report package each month. You can include custom notes in Breeze to explain context or one-off items.

5. Plan for Growth

Cash flow reports help you see if you’re ready to expand. Profitability reports show which types of properties perform best.

Report Customization Tips

Yardi Breeze allows you to:

• Filter by property, date, unit, or GL account
• Export to Excel or PDF for sharing or deeper analysis
• Save templates for recurring monthly packages
• Schedule automated delivery to stakeholders

The more you use these tools, the more you’ll rely on them.

What Gets Measured Gets Managed

If you’re not using reports, you’re leaving money on the table. Good reporting helps you:

• Reduce late fees and missed charges
• Avoid compliance mistakes
• Answer questions faster
• Plan for staffing or budget needs

Need Help With Report Setup or Review?

Balanced Asset Solutions helps property managers create report packages, clean up accounting data, and build repeatable workflows inside Yardi Breeze. If you want more confidence in your numbers and insights that actually drive your business, let’s talk.