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FacilityOptixFacilities software
Features

Facilities management reporting and compliance dashboards What is due, what has lapsed and what has been done, across the whole estate — built from the records engineers already entered, with nothing re-keyed for the report.

Modules: Compliance Reporting

A report nobody re-keys is a report you can trust

The monthly pack assembled by hand from four spreadsheets has two problems, and the hours it costs is the smaller one. The larger is that it is a snapshot of what somebody copied, on the day they copied it, and it cannot be checked against anything. Reporting drawn directly from the operational records is the same data the team works from, which means a number in the pack can be clicked through to the job behind it.

  • Maintenance and inspection status rolled up across every building
  • Filter by building, asset type or contractor in seconds
  • Built from records already entered — nothing re-typed for the pack

Senior management asks three questions

Are we compliant, where are we exposed, and is it getting better or worse. Most FM reporting answers the first badly and the other two not at all, because it reports activity — jobs closed, visits made — rather than position. A report that leads with what has lapsed and what is about to is shorter, less flattering and considerably more useful.

  • Position first: what is overdue and what is approaching its date
  • Exposure by building, so the conversation can be about the worst three
  • Trend across periods, rather than a single month in isolation

The insurer and the auditor want different cuts

An insurer after an incident wants the history of one asset, in full. An auditor wants coverage across a duty. A client wants their own buildings and nobody else's. These are the same records filtered three ways, which is only possible if the underlying data was captured against buildings and assets rather than assembled into a report in the first place.

What it gets you

The pack takes minutes

Reporting stops being a monthly project and becomes a filter applied to records that were already there.

Numbers are traceable

Every figure leads back to the jobs behind it, which is what makes a report survive being questioned.

Exposure is stated, not buried

The useful report is the one that says where you are not covered, on the first page.

What this does not do
  • No custom report builder or BI-style ad hoc query designer
  • No scheduled automated distribution to external stakeholder lists
  • No benchmarking against other organisations' data

The full version of this, module by module, is on the service specification.

Questions about reporting & dashboards

Can we export the data?
Yes, at any time while the licence is active — asset registers, PPM history, statutory certificates and their evidence. Export produces a complete copy rather than a summary, because certificates carry retention periods you remain responsible for.
Can a client see only their own buildings?
Yes. Visibility is role-based and scoped to buildings, which is what makes this workable for managing agents and service providers reporting to several clients at once.
Is there a custom report builder?
No. Reporting is filtered views over the operational records rather than a query designer. If you need arbitrary custom reporting, export and build it in your own tooling.

See it running on your own buildings.

A live demo on your data, not a slide deck — most teams are live within a week.

Try for free