What is Reporting & BI Integrations?
Reporting and BI integrations connect operational records to dashboards, data warehouses, spreadsheet models or analytics tools. The goal is to turn property activity into measurable insight without manual reporting overload.
How it works in a Proplix-connected environment
Proplix treats integration as an operational workflow, not just a technical connection. The aim is to keep property, people, compliance, finance, maintenance and reporting information moving with context, ownership and audit visibility.
- Define the KPIs and questions leadership needs answered.
- Identify source records, fields and workflow statuses in Proplix.
- Choose the reporting route, such as export, API, scheduled feed or BI connector.
- Validate data definitions, totals and refresh frequency.
- Review dashboards for accuracy, governance and usefulness.
How Proplix supports customisation
Proplix reporting integration can be customised around portfolio structure, office hierarchy, landlord groups, compliance categories, maintenance SLAs, tenancy stages, finance metrics, occupancy views and executive reporting packs.
Typical integration opportunities
- Portfolio performance dashboards
- Compliance risk and expiry reporting
- Maintenance response and completion analytics
- Landlord service visibility metrics
- Finance, income and arrears reporting
- Operational activity and team workload reporting
Professional implementation note
Every integration should be scoped, tested and documented before it becomes part of live operations. Proplix pages describe the business workflow and integration design principles, while final technical implementation depends on the external system, available API access, security requirements and agreed customisation plan.