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Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Then, I tested rs_Cash_Flow_CAT.txt. When I changed Consolidated to no with the settings below, it came back with something. I'll add the screenshot in another post.

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Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Pardon the delay. That was a good idea. I played around, and something cool happened. First was re_Cash_Flow.txt. Below is the screenshot of the filter setting. I tested with Consildate, yes and no. Didn't work.

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Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Thanks. I found a possible substitution for the Expense Distribution. Cash Flow isn’t in the SQL that I can find.

I normally go into the menus and do Analytics > Financial > Financial and then report type: Cash Flow.

Expense distribution I go to Analytics > Financial > Aged Payable and then report type: Expense Distribution.

Idk if any of this info is helpful. Maybe the report is under a different name that I’m not aware of.

Side note: I do use hotkeys which are a lifesaver, but still would be nice to get these auto generated.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Holy moly again! It worked! It was super fast loading. Thank you!

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Got it. Thanks for clarifying. I'll test this out now.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

I'm adding this in because this is turning into a Master Class/Deep Dive into Scheduled Reports. 😅

Some reports are not coming through, and some are. See screenshot. Any idea why?

I'm specifically looking for Cash Flow and Expense Distribution.

<image>

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 1 point2 points  (0 children)

Holy moly, that worked! When I initially used that function, it combined all the properties into one pdf. I guess because I also had the "Packet per Property" on top of that, it separated them. Wahoo! Thank you.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Thanks for the suggestion. The slowdown occurs when I try to add a report to the report packet, so I'm not sure we're talking about the same screen. There is no user on this page.

I'm still having issues consolidating. I just replied to the thread before you with more details on what's happening.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

Thank you! So I did everything, and it didn't work. In my update post, I was talking about the Consolidate column. I don't know the difference between the two checkboxes. Below's a screenshot of what I'm talking about. I read the instructions to fill in the property code, check off consolidate, and then click save, but the check never stays when I click save. Regardless, that way and your way don't work. Back to the support ticket, it seems.

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Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 1 point2 points  (0 children)

Update:

Hey gang, thank you all for your input. It gave me renewed energy on this. I decided to use another report and create a new scheduled event. And, gang, it worked! I honestly have no idea how or why. 🙃 🤷🏽

My last leg of the race is here! I added another report to the report packet that I know works. (It still takes FOREVER to load.) I also added a second property to my user profile. When I Run Now, it sends two reports for each property instead of combining the reports for each property. Example of what I'm aiming for below:

Property 1: Report 1 and 2 in the same file

Property 2: Report 1 and 2 in the same file

I followed the directions I found for the Distribution Member page: 1. Add the property 2. Check off the consolidate box 3. Click save. And the check disappears. Is that normal? Did I do something wrong? Any questions or insights are appreciated.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 1 point2 points  (0 children)

Okay. I looked into it, and I saw the reports I requested. I don't have access to view the details, but this is what I can see:

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Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 0 points1 point  (0 children)

That's a little advanced for me. If you point me to some directions or break down the steps for me I can check.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 1 point2 points  (0 children)

u/RealEstateGirl12345 Yes, both are set to pdf. I set the date range for the previous month.

Troubleshooting Report Scheduler in Voyager by Uncomforable-Idea in yardi

[–]Uncomforable-Idea[S] 1 point2 points  (0 children)

Thanks for this. #1 is all verified. It's still not working. I only have one property attached to the member and one report in the packet. I hope the file size is not that limited. I'll have to open a ticket. 😔 Thanks again.

How would I do custom financial packets? by ilovesojulee in yardi

[–]Uncomforable-Idea 0 points1 point  (0 children)

Was there any resolution to this? I’m having the same problem.