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Real Ops

The Flaws and Frustrations of Appfolio Custom Reports

Introduction:


As a property management software, Appfolio has undoubtedly established itself as a powerful and efficient tool for managing a wide range of tasks. However, when it comes to generating custom reports, the platform seems to fall short of user expectations. While it provides a vast array of report templates, it is not without its issues. In this blog post, we will discuss some of the most common concerns, such as the presence of hex characters, inconsistency in data representation, and formatting issues in Appfolio's custom reports. Additionally, we will touch on the frustration caused by blank first rows and total rows at the end of the reports.


The Hex Character Conundrum:

One of the most common issues users encounter when downloading custom reports from Appfolio is the presence of hex characters. These characters are a series of alphanumeric symbols that represent binary data, which can create confusion and require manual editing to rectify. The inclusion of these characters can make the reports less user-friendly and difficult to interpret, especially for non-technical users.


Data Inconsistency in Address Styles:

Another notable issue with Appfolio custom reports is the lack of consistency in address styles. While some reports might represent addresses in a standardized format, others might have varying degrees of abbreviation or different formatting altogether. This inconsistency can make it difficult for users to compare and contrast data across different reports, leading to possible errors and inaccuracies.


Inconsistency in General Ledger (GL) Names:

A well-structured report should maintain consistency in the naming of General Ledger (GL) accounts across different reports. However, Appfolio custom reports often lack this crucial consistency. The inconsistency in GL names can create confusion and make it difficult to consolidate financial information, which can be particularly problematic during crucial financial analysis or auditing processes.


Date Formatting Issues:

Date formatting is another area where Appfolio custom reports seem to falter. Users often report inconsistencies in how dates are represented across different reports, with some displaying dates in MM/DD/YYYY format, while others use YYYY/MM/DD or even DD/MM/YYYY formats. This lack of standardization can lead to misunderstandings and errors when interpreting data, which can be detrimental to decision-making.


Blank First Row and Annoying Totals Row:

Users have also pointed out that Appfolio custom reports often have a blank first row, which can make sorting and filtering data cumbersome. This seemingly trivial issue can cause significant inconvenience when working with large data sets. Additionally, the last row of the reports typically contains totals, which some users find unnecessary and annoying. These totals can be especially bothersome when trying to perform additional calculations or analyze data using external tools like Excel.


Conclusion:


While Appfolio's property management software offers a plethora of features and benefits, its custom reporting capabilities leave much to be desired. The presence of hex characters, inconsistencies in address styles, GL names, date formats, blank first rows, and unnecessary totals rows all contribute to a less-than-satisfactory user experience. To address these issues, Appfolio could consider improving its reporting capabilities by introducing standardization across reports and enhancing its data validation processes. Until then, users should be prepared to spend additional time and effort to ensure their custom reports are accurate, consistent, and easy to understand.

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