Reporting for facilities management
Describe the report. Get the report.
A reporting specialist describes what the business needs in plain English. An AI agent builds it on your own data, in your branding, using metric definitions your team has agreed. The specialist checks the figures and publishes. Hours, not days.
Works with Power BI dataflows, Planon and SAP Business ByDesign. Your data stays in a database only you can reach.
The problem
Every report is a project. It should not be.
Days to produce
A new report means a specialist writing DAX, wiring up visuals, chasing definitions and fixing the layout. The queue only grows.
Numbers that drift
"Open jobs" means one thing in the ops report and another in the board pack. Nobody can say which is right, so nobody trusts either.
Branding by hand
Colours, fonts and formats are set visual by visual, so every report looks slightly different and a rebrand means touching all of them.
What it looks like
Reports your team will recognise
Section based pages, tiles with breakdowns, matrices, trends and drill through, laid out the way your Power BI reports already are, in your branding. These are concepts on sample data.
Reactive Jobs
| Northshire Council | 12 |
| Harbour Retail | 9 |
| Ridgeway NHS Trust | 14 |
| Lanley Schools | 6 |
| Total | 41 |
| Northshire Council | 38 |
| Harbour Retail | 27 |
| Ridgeway NHS Trust | 35 |
| Lanley Schools | 18 |
| Total | 118 |
| Northshire Council | 3 |
| Harbour Retail | 2 |
| Ridgeway NHS Trust | 3 |
| Lanley Schools | 1 |
| Total | 9 |
| Northshire Council | 91 |
| Harbour Retail | 60 |
| Ridgeway NHS Trust | 74 |
| Lanley Schools | 37 |
| Total | 262 |
PPM Jobs
| Northshire Council | 30 |
| Harbour Retail | 22 |
| Ridgeway NHS Trust | 28 |
| Lanley Schools | 16 |
| Total | 96 |
| Northshire Council | 27 |
| Harbour Retail | 20 |
| Ridgeway NHS Trust | 24 |
| Lanley Schools | 13 |
| Total | 84 |
| Northshire Council | 2 |
| Harbour Retail | 1 |
| Ridgeway NHS Trust | 3 |
| Lanley Schools | 1 |
| Total | 7 |
| Northshire Council | 4 |
| Harbour Retail | 3 |
| Ridgeway NHS Trust | 3 |
| Lanley Schools | 2 |
| Total | 12 |
Pass and fail, year to date
- Pass 1,056
- Fail 41
PPM status per month
- On time
- Late
- Missed
By customer
| Customer | Due | Completed | On time |
|---|---|---|---|
| Northshire Council | 412 | 398 | 96.6% |
| Harbour Retail | 188 | 176 | 93.6% |
| Ridgeway NHS Trust | 356 | 349 | 98.0% |
| Lanley Schools | 141 | 133 | 94.3% |
| Total | 1,097 | 1,056 | 96.3% |
How it works
Keep your dataflows. Drop the DAX.
Connect
Point TrueFigure at the Power BI dataflows you already refresh every night, or at Planon and SAP directly. Every table is loaded into your own database, with history kept from day one.
Describe
A specialist writes what the business wants. The agent reads your data dictionary, asks about anything undefined, and records the answers so nobody repeats them.
Check
A draft appears with real figures, the agent's assumptions and the numbers to verify. Compare it with the existing report side by side.
Publish
One click publishes a versioned, branded report with slicers, cross filtering, drill through, Excel export and row level access, on any device.
Your data, your rules
Owned by you, defined once
- A dedicated database per customer. Nothing is shared with anyone else. Run it in our London hosting or in your own AWS account.
- Agreed definitions, everywhere. Metrics are defined once in plain English, approved by your specialist, and every report uses the same one.
- No AI without a human. Only your specialist talks to the agent. Nothing reaches viewers until a person has checked it and published.
- Not used for training. Your data and prompts are never used to train models. Full details on the security page.
What viewers get
- A portal of reports by category, like the Power BI app they know
- Slicers, cross filtering and drill through on every page
- Shareable filtered links and Excel export
- "Data as of" on every report, refreshed nightly
- Row level access by contract, region or client
- Works on a phone
Client reporting
Give every client their own view
Monthly performance packs in the client's branding, produced from the same figures as your back office. Then a portal where each client signs in and sees only their own contract, live.
Attend SLA, last 6 months
By job type
| Type | Jobs | SLA |
|---|---|---|
| Reactive | 241 | 96.5% |
| PPM | 48 | 98.4% |
| PPM remedials | 9 | 88.9% |
| Projects | 4 | n/a |
Built for FM first
The Planon pack
TrueFigure ships with a content pack for Planon users: curated job, PPM and SLA tables, starter definitions, and report templates for job status, PPM compliance and work in progress. Approve what matches your business and change what does not.
See it on your own data
A 45 minute call. Bring one report you wish you had and we will show you how TrueFigure would build it.