Reporting and analytics
Construction reporting that refreshes itself and shows its work
Most monthly reports are rebuilt by hand from exports, and nobody can say which number is current. We build the pipeline, the lakehouse and the Power BI reports so the numbers refresh on a schedule, trace back to the source record, and pass a data-quality check before anyone sees them. This is the work we do most, and the work we have the most production proof for.
The value it creates
Time saved
Stop rebuilding the report every month
Exports, copy-paste and reconciliation move into a scheduled pipeline. We measure it as the hours your team spends assembling the report before and after go-live.
Better decisions
Numbers people trust
Every figure comes from one agreed definition and traces back to its source record. Meetings spend less time arguing about whose spreadsheet is right.
Early warning
See problems while they are still small
Fade, over/under billing, aging items and scorecard thresholds surface between month-ends, not after close. Data gaps are flagged instead of quietly reported as zero.
Visibility
Portfolio down to the line item
Start at the portfolio, drill to a single project, then to the cost code, invoice or record behind a number.
Standardization
One definition per metric, every project
Earned revenue, margin, retainage and health scores are calculated the same way for every job, in code, not in a different workbook per project manager.
Collective intelligence
One view for finance, operations and the field
Accounting, project management, scheduling and CRM data meet in one model, so each team reads the same numbers from the same refresh.
What we build
Fabric lakehouse
A Microsoft Fabric lakehouse with raw, cleaned and reporting layers, so every source lands once and is modeled once.
ETL pipelines
Scheduled pipelines that pull from Procore, Sage, QuickBooks, HubSpot, scheduling tools and SharePoint lists, with refresh status you can see.
Power BI reports and dashboards
Monthly progress, financial, billing and retainage, safety and quality pages built on a shared semantic model, with drill-through to project detail.
WIP and over/under billing
A WIP schedule calculated from cost, billing and estimate-to-complete data, with over/under billing by job.
Portfolio views and scorecards
Cross-project comparison and a weighted project health score with the arithmetic shown, so a red flag can be explained.
Data-quality gates
Checks that run before publication, plus source-coverage and unresolved-record pages that say what is missing and which system to fix it in.
Cost code crosswalks
Mapping tables that line up projects, cost codes and vendors across systems that were never designed to agree.
How it works
Sources
Procore
Projects, budgets, pay apps, quality
Accounting (Sage / QuickBooks)
AR, AP, job cost
Scheduling (Outbuild / P6)
Milestones
SharePoint lists
Team inputs
Pipeline
1.Land raw (bronze)
Copy source data as it arrives
2.Clean & validate (silver)
Standardize IDs, types and dates
3.Model (gold)
Defined measures, one version of each number
4.Data-quality gate
Checks run before anything publishes
5.Snapshot
Keep month-end figures as they were reported
Outputs
Power BI reports
With refresh status shown on every page
Exceptions worklist
Fix it in the source system
- 1
Agree the report and its definitions
We start from the report you produce today and write down what each number means, where it comes from and who owns it.
- 2
Land the sources in the lakehouse
Pipelines pull each system into Fabric on a schedule, keeping the raw data so any figure can be traced back.
- 3
Model, map and check
We clean and join the data, build the crosswalks, and add quality rules that flag gaps instead of dropping or zero-filling records.
- 4
Build the reports
Power BI pages are built on one semantic model and reviewed with the people who will use them, against the old report.
- 5
Run it, then hand it over
The pipeline refreshes on its own schedule, the quality gate runs before publication, and your team gets documentation, training and an operating handover.
Systems we work with
- Procore
- Sage 100 Contractor
- QuickBooks Online
- HubSpot
- Outbuild
- Primavera P6
- SharePoint
- Microsoft Fabric
- Power BI
- Azure
How we measure the value
We agree a baseline before we build and measure the same things after go-live. Use the monthly report cost calculator to put your own numbers on it.
| What we measure | How baseline and after are captured |
|---|---|
| Hours to produce the monthly report | We log the steps and time your team spends today, then track the same report once it refreshes from the pipeline. |
| Days from period end to a report people can use | We record when the report is ready for the last few closes, then compare against closes after go-live. |
| Data-quality exceptions | The quality gate counts missing, unmatched and unassigned records on each refresh, so the trend is visible from the first run. |
| Report corrections after publication | We note how often numbers are reissued or challenged before go-live, then track the same after. |
| Source coverage | A coverage page shows which projects appear in every connected system, measured on each refresh. |
Use cases
- Built and shown
Automated WIP schedule from Procore and accounting
A WIP schedule that builds itself from Procore and your accounting system every night, with month-end figures frozen as reported.
- Built and shown
Monthly progress report automation for contractors
The monthly progress workbook rebuilt as a refreshing Power BI report, with every figure traced to a source system or a validated input.
- Built and shown
Executive portfolio dashboard for contractors
A portfolio page and a one-page executive KPI view, with drill-through from any project to its detail.
- Built and shown
Weighted project health scorecard for construction
A 0 to 1 project health index from weighted categories, with the arithmetic and data coverage shown so nobody has to take the score on faith.
- Built and shown
Get Procore data into Power BI, reliably
A repeatable pipeline from the Procore API into a Power BI model, with validation, history and refresh you can rely on.
- Built and shown
Job cost reconciliation between Procore and accounting
A nightly cross-check of Procore cost against accounting job cost, with every difference listed and traced to the system to fix.
- Built and shown
A construction data lakehouse in Microsoft Fabric
One governed home for construction data: raw sources landed, cleaned, mapped, checked, and published to Power BI and a SQL endpoint.
- Built and shown
Cost-code crosswalk and master data that every report agrees on
Projects, cost codes, and vendors mapped once in versioned reference data, so every report uses the same answer and gaps go back to the owner.
- Built and shown
Structured manual inputs in SharePoint for data no system tracks
Wins, risks, safety, and QC registers move from loose spreadsheets into SharePoint lists with defined fields that flow through the same quality checks.
Proof
- BuildConstruction reporting across Procore, Sage 100, Outbuild and SharePoint (Production implementation)
- BuildConnected financial reporting from Procore, QuickBooks Online and HubSpot (Production implementation)
- WalkthroughWalkthrough: construction reporting in Microsoft Fabric
- WalkthroughWalkthrough: rebuilding a monthly construction report in Fabric
- ArticleHow the Fabric construction reporting platform was built
- ArticleGuide: construction WIP reporting in Power BI
Ways to start
Frequently asked questions
Do we need Microsoft Fabric, or can you work with Power BI alone?
Power BI alone can work for a single, simple source. Once you are joining project management, accounting and scheduling data, a Fabric lakehouse gives you one place to land, clean and check it before it reaches a report. We recommend the smallest setup that fits your sources and refresh needs.
Which systems can you pull data from?
Our production builds pull from Procore, Sage 100 Contractor, QuickBooks Online, HubSpot, Outbuild and SharePoint, and our reference builds include Primavera P6. Most systems with an API, a database or a scheduled export can be connected; we confirm the access method during discovery.
What happens when the source data is wrong or missing?
The pipeline does not hide it. A data-quality gate runs before publication, missing values stay blank rather than becoming zero, and an unresolved-records page lists each problem with the system to fix it in. Fixing at the source keeps the next refresh clean.
Can you rebuild our existing monthly Excel report?
Yes, and that is usually where we start. We document what each number means today, rebuild it from the source systems, and run it alongside the old report until the figures reconcile. The Monthly Report Replacement offer is built around this.
Can we see real examples?
Yes. The construction reporting and connected financial reporting builds are in production, and each has a walkthrough with screenshots. Client details are blurred, and the connected financial reporting screenshots use sample data.
How is the project priced, and who owns the result?
Scope and price are fixed, agreed after discovery. Delivery ends with documentation, training and an operating handover, under the ownership and licensing terms agreed up front.
Next step
Which report or workflow would you like to improve?
Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.
Prefer email? charley@buildflows.ai