CRE asset management teams don’t always know what answers they’ll need until they dig into the data. Traditional reporting tools lock them into static views, while ad hoc tools often require exporting and importing data into other analysis tools and technical expertise.
Pereview removes these roadblocks by giving users the ability to perform ad hoc analysis with Power BI right in the platform using operational and financial data already in the platform. No more juggling exports or imports or tracking down versions and spreadsheets – the improved Power BI ad hoc reporting model changes that.
Here are five ways it puts reporting power directly in asset managers’ hands.
1. Start with pre-built reports
Every Pereview client now has access to ready-to-use income statements, balance sheets, occupancy reports, and loan schedules within Power BI in Pereview. These reports aren’t just static dashboards. They’re templates you can copy, customize, and adapt as your needs evolve.
2. Build visuals on the fly
From diversification pie charts to budget vs. actuals comparisons, Power BI makes it easy to drag, drop, and slice your data by property type, region, or time period. No waiting on Support – just the answers you need when you need them.
3. Incorporate your unique data
Custom fields, roles, and account hierarchies flow directly into Power BI. That means your reporting reflects how your firm manages assets, so you’re not limited by what comes “out of the box.”
4. Eliminate duplication and errors
Pereview’s embedded Power BI is built for tinkering. You can test, adjust, and experiment with reports without worrying about breaking anything. Out-of-the-box reports serve as both learning tools and safety nets, giving teams confidence to explore and customize.
5. Evolve with client-driven enhancements
This is just the first release. Upcoming enhancements include unit-level rent roll analysis, trailing-period filters, and weekly time dimensions. And because we build in partnership with our clients, your feedback helps shape what comes next. As Pereview’s Founder and CEO Jeff Wilson puts it, “Our goal is simple: give clients the power to answer their own questions on the fly.”
From static to dynamic reporting
With ad hoc reporting with Power BI in Pereview, asset managers, analysts, and executives can build and adapt reports as quickly as portfolios change. It’s about speed, flexibility, and confidence, so you can move from static templates to dynamic insights that drive performance.
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