EFG Report Library
Answers Your Team Needs, When They Need Them
A growing library of ready-to-use reports built by EFG, each one designed around a specific question your team asks every month.
Browse the Report Library
Eight reports, built around real questions
Click any report below to see what it does, who it's for, and the problem it solves. New reports are added as new needs come up.
Tie-Out Report
GL to subledger reconciliation in a single view
Tie-Out Report
GL to subledger reconciliation in a single view
Month-end reconciliation in Yardi can mean pulling four or five reports and stitching them together in Excel just to confirm GL balances tie to subledgers. The EFG Tie-Out Report does that work in one view.
Bank Account Balance with Open Payables
Real cash position, not just bank balance
Bank Account Balance with Open Payables
Real cash position, not just bank balance
Bank balance alone is misleading when there's a stack of approved payables waiting to clear. This report shows balance and open AP side by side so funding and disbursement decisions reflect real available cash.
Multi-Transaction Register
All transaction types, one filterable view
Multi-Transaction Register
All transaction types, one filterable view
Yardi's standard registers are typically siloed by transaction type. The Multi-Transaction Register pulls receipts, payables, journal entries, and adjustments into one filterable view, so research happens in one place.
EFG Rent Roll
Built for owner, lender, and asset reporting
EFG Rent Roll
Built for owner, lender, and asset reporting
An enhanced rent roll built around what owners, lenders, and asset managers actually ask for. The columns, totals, and lease detail are structured for reporting packages, not just operational use.
Bank Quick Summary
Daily cash snapshot across properties and entities
Bank Quick Summary
Daily cash snapshot across properties and entities
A one-page snapshot of bank balances across properties and entities. Designed for executives and controllers who need the number, not a deep dive into account activity.
Missing Charges and Lease Charges
A commercial portfolio health check
Missing Charges and Lease Charges
A commercial portfolio health check
A commercial portfolio health check that flags lease charges that should have posted but didn't. Catch billing gaps before tenants do, and before they become missed revenue or audit findings.
System Security
User roles, menu access, and permissions, organized for review
System Security
User roles, menu access, and permissions, organized for review
User access in Yardi can drift over time as roles change, employees move, and new menus get added. The System Security report gives a clear picture of who can do what, structured for review.
System Exception and Track Log by Employee
Accountability layer for exceptions and overrides
System Exception and Track Log by Employee
Accountability layer for exceptions and overrides
An accountability layer for Yardi activity. Surface exceptions, overrides, and key actions organized by employee so patterns are easy to spot during reviews and investigations.
Can't find a report you need?
Our Custom Reporting Service builds reports designed around your team's exact questions, data, and reporting requirements.
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