Insight and reporting
What the data says, and whether the data can be trusted. Performance, benchmarking, and completeness views run per site and across the portfolio; a maturity model calculated from live compliance data distinguishes the level an organisation declares from the level its evidence supports; annual return compilation assembles estate data for the DfE's return, with completeness tracking; and a tamper-evident audit trail makes record integrity a checkable property rather than an assertion.
What is in this area
Insights Overview
Data completeness percentage, maturity level and score with target, annual return status, priority data gaps, and a reports directory showing which reporting features unlock at which maturity level
Performance
KPI overview per site: compliance rate, overdue tasks, certificates at risk, planned-to-reactive ratio, condition grade split, maintenance spend, energy intensity, maturity level, data completeness
Data Audit
Completeness audit engine: on-demand scan across sites reporting required items, items with data, items with evidence, overdue items, and completeness and evidence coverage percentages per category
Audit Integrity
Tamper evidence for the audit trail: the audit log is immutable at the database layer and every entry is linked into a per-tenant SHA-256 hash chain; verification recomputes the chain from scratch and reports the first row that no longer reconciles
Benchmarking
Cross-site performance comparison on the KPI set plus sector benchmark reference values
Standard Reports
Pre-built report catalogue: board compliance report, responsible person summary, and a DfE annual estate return export covering condition, compliance, and asset data
Report Builder
Custom report construction: data source selection, KPI selection from the standard set, site scoping
Maturity Assessment
The L1 to L4 maturity model: current level and score calculated automatically from live compliance data, target level, next step guidance, and a roadmap. Distinguishes the configured (declared) level from the evidenced level scored from the compliance register; a divergence between the two automatically raises a gap. Levels can be frozen for the annual return
Annual Returns
Compilation of estate data for DfE annual return submissions through the DfE's annual return portal (MYEE), with academic year, DfE reference, status, and completeness tracking
Sufficiency Data
DfE sufficiency dataset: sites, buildings, gross internal floor area, site area, capacity against numbers on roll, surplus or deficit, and utilisation percentage
Suitability Assessments
Suitability assessments scoring fitness for purpose against DfE criteria, per building, with a score out of five and a sign-off lifecycle
Domain Report
The compliance position grouped across governance, operating model, compliance, people, and assurance, derived from domain tags on records, with RAG status and unmet indicators for each grouping
Portfolio Dashboard
Trust-wide portfolio oversight: portfolio entities with compliance percentage, overdue, and task counts across sites
| Module | What it does |
|---|---|
| Insights Overview | Data completeness percentage, maturity level and score with target, annual return status, priority data gaps, and a reports directory showing which reporting features unlock at which maturity level |
| Performance | KPI overview per site: compliance rate, overdue tasks, certificates at risk, planned-to-reactive ratio, condition grade split, maintenance spend, energy intensity, maturity level, data completeness |
| Data Audit | Completeness audit engine: on-demand scan across sites reporting required items, items with data, items with evidence, overdue items, and completeness and evidence coverage percentages per category |
| Audit Integrity | Tamper evidence for the audit trail: the audit log is immutable at the database layer and every entry is linked into a per-tenant SHA-256 hash chain; verification recomputes the chain from scratch and reports the first row that no longer reconciles |
| Benchmarking | Cross-site performance comparison on the KPI set plus sector benchmark reference values |
| Standard Reports | Pre-built report catalogue: board compliance report, responsible person summary, and a DfE annual estate return export covering condition, compliance, and asset data |
| Report Builder | Custom report construction: data source selection, KPI selection from the standard set, site scoping |
| Maturity Assessment | The L1 to L4 maturity model: current level and score calculated automatically from live compliance data, target level, next step guidance, and a roadmap. Distinguishes the configured (declared) level from the evidenced level scored from the compliance register; a divergence between the two automatically raises a gap. Levels can be frozen for the annual return |
| Annual Returns | Compilation of estate data for DfE annual return submissions through the DfE's annual return portal (MYEE), with academic year, DfE reference, status, and completeness tracking |
| Sufficiency Data | DfE sufficiency dataset: sites, buildings, gross internal floor area, site area, capacity against numbers on roll, surplus or deficit, and utilisation percentage |
| Suitability Assessments | Suitability assessments scoring fitness for purpose against DfE criteria, per building, with a score out of five and a sign-off lifecycle |
| Domain Report | The compliance position grouped across governance, operating model, compliance, people, and assurance, derived from domain tags on records, with RAG status and unmet indicators for each grouping |
| Portfolio Dashboard | Trust-wide portfolio oversight: portfolio entities with compliance percentage, overdue, and task counts across sites |
The maturity model as product architecture. The L1 to L4 maturity level is not a badge: it gates which reporting features unlock, distinguishes declared from evidenced maturity, raises a gap on divergence, and can be frozen for the annual return. A maturity level typed into a field is a label; one scored from the compliance register and challenged on divergence is an instrument.
Audit integrity as a verifiable claim. Database-layer immutability plus a per-tenant SHA-256 hash chain with on-demand recomputation. A buyer, or an auditor, can check it: this is a demonstrable property, not a trust statement.
Sector-specific spine. DfE annual return compilation, sufficiency data holdings, suitability scoring against DfE criteria, GEMS-aligned competency and condition grading, the Building Safety Act higher risk buildings register with golden thread, CDM client duty, the National Education Nature Park, and RPA insurance handling. The spine is the DfE framework itself, held as working records; a general-purpose facilities product does not carry it.
The domain report groups the compliance position into readable views, without requiring specialist knowledge to interpret.
Where intelligence assists in this area
Portfolio Benchmarking. Per-site performance across compliance, maintenance, condition, spend, and energy against the portfolio average and sector reference data, with variance flags and outlier detection, and an interpretation generated on request. The system drafts or flags; a named person reviews and decides; nothing stands until they do.
Intelligence Alerts. Cross-module signals surfaced by in-platform analysis, for example a compliance backlog correlating with incidents. Each alert is a flag for human review; nothing is changed or closed automatically. The system drafts or flags; a named person reviews and decides; nothing stands until they do.
AI Drafts. Library of drafted documents assembled from the organisation's own platform data. Every item is a draft: it does nothing until a responsible person accepts it, and plan or strategy drafts still require board approval afterwards. The system drafts or flags; a named person reviews and decides; nothing stands until they do.
The whole intelligence family, and how every member of it works the same way, is gathered on the capabilities overview.
How does EstatesBase compile the DfE annual return?
The annual returns module assembles estate data for submission through the DfE's annual return portal (MYEE), with academic year, DfE reference, status, and completeness tracking. The standard reports catalogue includes a DfE annual estate return export covering condition, compliance, and asset data.
How is the maturity level worked out?
The L1 to L4 maturity level and score are calculated automatically from live compliance data, with a target level, next step guidance, and a roadmap. The system distinguishes the configured, declared level from the level the evidence supports, raises a gap automatically when the two diverge, and can freeze levels for the annual return.
How do you know the audit trail has not been altered?
The audit log is immutable at the database layer, and every entry is linked into a per-tenant SHA-256 hash chain. Verification recomputes the chain from scratch and reports the first row that no longer reconciles. An auditor can check it; it is a demonstrable property, not a trust statement.
The four dimension board surface that puts each strategic document beside this area's live data sits in Governance and board assurance. Governance and board assurance
Reporting
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