We’re excited to share several updates across Pereview. Highlights include Power BI for ad hoc reporting, expanded Custom Forms for Ownership and Loan records, a modern drag-and-drop upload interface, map enhancements, and a variety of new reports. Read on for details about these and other improvements now available in your environment.
Platform Enhancements
Power BI for Ad Hoc Reporting
To improve your Power BI experience, we have built a new data model that incorporates your custom Accounting Hierarchies, Custom Fields, and more. This update allows you to build your own ad hoc reports using financials, asset and loan attributes, occupancy history, and more – with automatic updates when you make changes in Pereview.
You can currently report on:
Financial data, including account hierarchies and custom metrics
Asset-level attributes, including roles, critical dates, and Custom Fields
Loan-level attributes and loan schedules
Occupancy history over time
Financial model data (available on request)
More datasets are on the way, including rent roll and projected returns.
Need help getting started? Click here or on the image below for walkthrough videos or contact your Client Success Manager.
Custom Forms for Ownership and Loan records
You can now create and assign Custom Forms to Ownership and Loan objects in addition to Assets as previously released. This enhancement allows you to track data elements unique to you over time, with the ability to report on those elements throughout the application.
With this update, you can now track more nuanced investment details throughout the lifecycle, improving compliance, documentation, and reporting.
How to use it:
Go to Admin > Site > Custom Forms, select a Type (Ownership or Loan), and build your form just like you would for assets. Loans now include a Loan Type filter (All, Debt Only, Financing Only) for added flexibility.
Ownership Custom Form
Ownership Custom Form Configuration
Financing Custom Form
Financing Custom Form Configuration
Drag-and-Drop File Upload
We’ve replaced the “Add File” button in Data Upload with a modern drag-and-drop upload zone.
This change applies across all Data Upload workflows. This new interface is easier to use and sets the stage for future AI-powered ingestion workflows, giving you a faster, smarter way to handle document intake. Simply drag your files into the upload area in Admin > Data Upload.
Property Type Colors in Ownership Map
Pins on the Ownership map now reflect the same property type color scheme used in your main dashboard, so multifamily, office, industrial, and other types are visually consistent across the platform. Color cues will help you quickly interpret your portfolio from within the map. This ensures visual consistency and makes it easier to spot trends and navigate by property type.
MappedIn Integration (With MappedIn Licence)
If your firm uses MappedIn for indoor or spatial mapping, you can now view that data directly in Pereview asset views, adding powerful spatial context to properties with complex layouts. This integration enhances asset visualization for multifamily, mixed-use, and retail portfolios by bringing floor plans and spatial data into your daily workflow.
A MappedIn license is required to use this update. Contact Pereview Support to enable and configure this integration for your environment.
Up-To-Date List of Powerful Integrations
Reporting Updates
Custom Forms Validation Report
Validating Custom Forms setup is essential to maintain consistency across the platform and reduce deployment errors.
What it does:
Displays all Custom Forms as configured in Site Maintenance
Can be filtered by Form Type and selection of forms
Ensure transparency and flexibility with runtime report specifications
Custom Forms Detail by Form
This report allows you to review how a specific form is being completed across assets, helping you track adoption and data consistency.
What it does:
Shows all responses to a selected form across multiple assets
Supports data quality checks and team adoption reviews
Custom Forms Detail by Asset
This report provides a complete view of form entries tied to a specific asset, making it ideal for asset-level reviews and reporting prep.
What it does:
Displays all Custom Forms tied to one asset
Enables filtering by Fund or Portfolio for precision
Custom Form Upload Template (Assets Only)
This new template simplifies large-scale data entry by letting you export a form layout to Excel, complete it offline, and then upload back to Pereview.
What it does:
Generates a formatted upload template based on selected forms
Available for Asset-level Custom Forms
Workflow Validation Report
With more teams building Workflows across the platform, this report makes it easier to audit configurations and track user assignments.
What it does:
Filters by Workflow Type and object (Ownership, Investment, Transaction, Loan)
Displays assigned users or permission groups
Workflow names are clickable and take you directly to the Workflow
Portfolio Header
We’ve added more visibility to the Portfolio page to help you quickly assess asset counts and track debt metrics. The Portfolio header now displays total assets with active/sold breakdown.
Additional Fixes & Improvements
Debt as an Asset (DaaA): Acquisition workflows now run smoothly for full-cycle debt tracking.
Twilio 2FA: Two-factor authentication has been stabilized for more reliable and secure logins.
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