Reporting Issue

Most Yardi/CRM IQ reporting issues resolve with a quick retry or a simple data correction — only a small number require escalation to Yardi.

• Retry the action first. Many one-off errors (failed emails, reports not loading, menus not opening) clear on their own. Wait a moment and try again before escalating.
• Clear your browser cache and attempt the action again, especially for blank screens, loading failures, or menu issues. If the problem persists on multiple devices or browsers, move to the next step.
• Check for duplicate or incorrect data on the affected record (duplicate guest cards, duplicate screening entries, backdated effective dates, or removed occupants still tied to documents). Correcting the underlying record often unblocks the report or action.
• Review application details before processing — if a screening shows "income verification not applicable," confirm whether the applicant bypassed VOI (common for students) and whether a formal guarantor is required. Check the employer section of each application form for manually entered income figures.
• For lease signature blank/white screen errors, check for duplicate guest cards on the applicant's account (admin only to remove). If the issue persists close to a move-in deadline, a wet signature is an acceptable workaround.
• (Admin only) Escalate to Yardi for backend data issues such as: removed occupants still appearing on addenda, broken document tokens, logo display problems on reports, activities menus that won't open after cache clearing, or duplicate screening records blocking report generation.

If none of these solve it, file a ticket and include: the specific report or action failing, the error message or screenshot, the device and browser used, whether the issue affects one record or many, and any steps already attempted (including cache clearing and retries).