Client success stories

Asset Reports engaged AGER BI to modernise the production of detailed Tax Depreciation and Capital Allowance Schedules using Microsoft Power BI.

The engagement transformed a complex reporting process involving spreadsheet data, specialist depreciation calculations and manually compiled report outputs into a structured and repeatable Power BI reporting workflow.

AGER BI developed the underlying reporting and calculation logic, professional Power BI Paginated Reports and a dedicated data validation capability to support quality assurance before client schedules were generated.

The resulting solution enabled complex client reports to be generated in approximately one minute, while providing Asset Reports with a repeatable operational workflow and greater control over the quality and consistency of client-facing reports.

The Quantity Surveying and Matterport teams subsequently transitioned from the Asset Reports brand to R24, with AGER BI continuing to provide technical support for the Power BI reporting environment.

Asset Reports is an Australian property inspection and quantity surveying business providing specialist property reporting services across residential, commercial and strata property.

Its Quantity Surveying and Matterport teams subsequently rebranded as R24, continuing to provide specialist property reporting services including Tax Depreciation and Capital Allowance Schedules.

Tax depreciation reporting is a complex operational process involving detailed property information, asset classifications, specialist depreciation calculations, long-term schedules and supporting taxation information.

Reports need to account for different depreciation methodologies and asset categories while ultimately producing a professional document suitable for property investors, accountants and advisers.

Asset Reports engaged AGER BI to modernise this process using Microsoft Power BI, creating an operational reporting solution capable of supporting complex calculations, data validation and professional multi-page client report generation.

Asset Reports’ Tax Depreciation and Capital Allowance Schedules contain substantially more complexity than a conventional business intelligence report.

Each client schedule needs to combine detailed property and asset information with specialist quantity surveying calculations and present the results within a structured professional document.

The existing workflow involved spreadsheet data and PDF reporting processes, creating a need for a more efficient and repeatable approach to producing client schedules.

The solution needed to support Division 40 Plant and Equipment, Division 43 Capital Works, Diminishing Value and Prime Cost methodologies, low-cost and low-value assets, asset effective lives and long-term depreciation schedules.

Asset Reports also required detailed asset-level information, source-data validation, supporting taxation information and professional multi-page PDF output.

The reporting workflow needed to become easier for the internal team to operate while maintaining the accuracy, calculation logic and presentation standards required for specialist client-facing quantity surveying reports.

AGER BI therefore needed to translate specialist quantity surveying processes, calculation logic, spreadsheet data and operational procedures into a reliable Power BI reporting workflow capable of becoming part of the organisation’s day-to-day operations.

AGER BI designed and developed a Microsoft Power BI reporting framework centred around reusable depreciation logic, data validation and professional Power BI Paginated Reports.

The solution transformed detailed property and depreciation information into structured Tax Depreciation and Capital Allowance Schedules while introducing validation controls and a repeatable operational process for the Asset Reports team.

Key deliverables included:

AGER BI began by working with Asset Reports’ management and quantity surveying team to understand how Tax Depreciation and Capital Allowance Schedules were produced.

The discovery process reviewed existing spreadsheets, PDF reports, depreciation calculations, terminology and presentation requirements.

Existing Diminishing Value Method, Prime Cost Method and Low Value Pool reporting was assessed to determine how the underlying business logic could be represented within Microsoft Power BI.

This stage was particularly important because the solution needed to reflect specialist quantity surveying requirements rather than conventional management reporting.

AGER BI translated the existing process into a structured reporting approach, establishing the foundation for the data model, calculation logic, validation processes and final Paginated Report.

A core component of the engagement was implementing the specialist logic required to produce Asset Reports’ depreciation schedules.

The reporting solution needed to distinguish between different classes of depreciable property and support Division 40 Plant and Equipment, Division 43 Capital Works, capital improvements, low-cost assets and low-value pooled assets.

The solution incorporated asset effective lives and supported both Diminishing Value and Prime Cost calculation methodologies, including annual depreciation calculations and long-term depreciation schedules.

AGER BI also needed to ensure asset-level information aggregated correctly within the final reports while accounting for source-data structures, blank values, rounding and other factors capable of affecting calculated totals.

The calculation logic was progressively refined through testing with real property examples, with AGER BI investigating and resolving calculation and aggregation issues identified during user testing.

This iterative approach helped ensure that Power BI outputs aligned with the operational data and specialist calculations used by the quantity surveying team.

Conventional Power BI dashboards are primarily designed for interactive analysis. Asset Reports required something different, a detailed, professionally formatted client document containing calculations, explanatory information, schedules and supporting content across many pages.

AGER BI used Power BI Paginated Reports to meet this requirement.

The solution generated structured Tax Depreciation and Capital Allowance Schedules incorporating property information, depreciation method comparisons, Diminishing Value and Prime Cost summaries and worksheets, asset-level depreciation information, Division 40 and Division 43 schedules, relevant taxation information, explanatory content, glossary information and appropriate disclaimers.

The Paginated Reporting solution transformed structured Power BI data into a professional document suitable for PDF distribution to Asset Reports’ clients.

Following implementation, operational feedback from the Asset Reports team confirmed that generating a report took approximately one minute, providing a significant practical improvement to the day-to-day reporting process.

AGER BI developed a dedicated Power BI Validation Report to support quality assurance before client schedules were generated.

This provided Asset Reports with an additional layer of control over the reporting process, allowing users to refresh source information, review underlying data and identify potential anomalies before generating the final client-facing Paginated Report.

The Data Quality Check capability was progressively refined based on feedback from the Asset Reports team, helping establish a more controlled and repeatable reporting process.

AGER BI also worked directly with users to demonstrate how to refresh and use the Validation Report, incorporating the validation process into the broader operational workflow.

This capability was particularly important because the final reports incorporated complex financial and taxation calculations where source-data quality and calculation accuracy were critical.

AGER BI worked collaboratively with Asset Reports throughout the implementation, progressively refining the solution based on feedback from the people responsible for producing and reviewing the reports.

Multiple iterations were developed as calculations, report formats, validation logic and operational processes were tested and refined.

Feedback from regular users was incorporated throughout development, helping ensure the final solution reflected the practical requirements of the quantity surveying team rather than simply the initial technical specification.

AGER BI also provided Power BI mentorship and practical knowledge transfer covering data refreshes, validation, report compilation, output testing, troubleshooting and the investigation of unexpected calculation results.

This provided the internal team with both the reporting solution and the knowledge required to operate it as part of its normal reporting workflow.

The engagement continued beyond the initial development phase as the reporting solution became embedded within Asset Reports’ operational processes.

AGER BI provided ongoing technical support, investigating calculation issues, data-processing problems and report-generation concerns identified during production use.

This included identifying and resolving data issues affecting Diminishing Value totals, correcting processing errors and publishing updated versions of the reporting solution where required.

The Quantity Surveying and Matterport operations subsequently transitioned from the Asset Reports brand to R24.

AGER BI continued supporting the Power BI environment through this transition, including assistance with Power BI access, licensing, report presentation and ongoing operational issues.

This provided continuity for a reporting solution that had become part of the organisation’s day-to-day tax depreciation reporting process.

The Power BI implementation established a more structured, efficient and repeatable approach to producing complex Tax Depreciation and Capital Allowance Schedules.

Key outcomes and benefits included:

The solution demonstrates how Microsoft Power BI can be applied beyond conventional dashboards and management analytics.

By combining structured calculation logic, validation and Paginated Reporting, Asset Reports / R24 established an operational reporting workflow capable of transforming complex property and depreciation information into professional client deliverables efficiently and consistently.

John Williams, Director, R24:

“We engaged Ager BI to help us develop new customer reporting templates in Power BI, and the experience has been outstanding. Lee has been incredibly proactive, demonstrating excellent planning and communication throughout the project. He kept our team well-informed and ensured all key milestones were met promptly and on schedule.

The outcome has far exceeded our expectations. The solution has not only enhanced the professionalism of our reports but also significantly reduced the administrative time spent on repetitive tasks—adding massive value to our service. This project has set us up for future growth, streamlining our processes and improving efficiency.

If you’re looking for a business intelligence specialist who delivers on time, understands your needs, and adds tangible value to your business, I highly recommend Ager BI. Thanks, Lee, for your expertise and support!”

Asset Reports required more than conventional Power BI dashboard development.

The engagement required an understanding of a specialist quantity surveying workflow, complex tax depreciation requirements, calculation logic, data quality controls and the production of professional client-facing documents.

AGER BI combined business analysis, data modelling, Power BI development, Paginated Reporting and operational problem solving with the specialist quantity surveying knowledge of the Asset Reports team.

The engagement extended from initial requirements discovery through calculation development, report automation, validation, user testing, mentorship, operational handover and ongoing production support.

AGER BI’s collaborative approach allowed the solution to evolve through real-world testing and feedback, helping ensure it could become part of the organisation’s normal reporting workflow.

The resulting environment demonstrates how Power BI can be used as an operational business platform rather than simply a visualisation tool, supporting specialist calculations, quality assurance, document generation and business process automation within a single reporting solution.