FacilitySync Reports and Analytics

FacilitySync reports live in the same Reports workbench as the rest of CeremonySync, rather than in a separate facility-only screen. Click Reports in the FacilitySync sidebar and you land in the workbench with your facility data already selected. Everything the workbench can do — grouping, period comparison, chart types, saved reports, export — works on maintenance data exactly as it does on leads or invoices.

Facility Data Sources

The workbench organizes reporting around a data source, chosen from the row of icons at the top of the Quick Access panel on the left. FacilitySync adds three, and they appear only if your venue subscribes to the module.

• Tickets — every maintenance ticket, dated by when it was reported. Metrics: Tickets, Open, Critical, Actual Cost, Estimated Cost, Avg Cost.
• Equipment — your facility assets. Metrics: Equipment, Needs Repair, Purchase Cost, Avg Cost.
• Contractor Jobs — work orders sent to outside vendors. Metrics: Jobs, Actual Cost, Quoted Cost, Avg Rating.

Grouping and Time Range

Group by sits next to the metrics row and changes what each bar represents. All three facility sources can group by Month, Quarter or Year; tickets add Category, Priority and Status; equipment adds Category and Status; contractor jobs add Status. Leave it on Total for a single figure.

The time range buttons — 7D, 30D, MTD, QTR, YTD, 1Y — filter by the source's own date. For tickets that is when the ticket was reported, not when it was resolved, so open work stays visible in the period it arrived.

Turn on Compare to put the previous period beside the current one.

Starting From a Template

The Quick Access panel lists ready-made reports for whichever data source is selected. Five ship for facility work:

• Maintenance Spend by Category — actual cost, ticket count and average cost, grouped by the kind of work.
• Estimated vs Actual Cost — what the work was expected to cost against what it did, by month.
• Ticket Load by Priority — how much of the queue is critical rather than routine, and what each band costs to clear.
• Contractor Spend — what contractors charged against what they quoted, month by month.
• Equipment Health — every asset grouped by condition, with what the venue paid for it.

Selecting a template loads its full configuration. Change anything you like from there — the template is a starting point, not a fixed report.

Charts and Export

The icons above the chart switch between bar, line, area, pie and table. Table view is the one to use when you want the underlying numbers rather than the shape.

The download icon exports the current report. The save icon stores your configuration under Saved in the left panel so you can return to it without rebuilding it.

Budgets Are Separate

Budget tracking is not part of the workbench. Every report above aggregates a table; budgets compare live spend against targets you have set, which is a different question, so it has its own page. Click Budgets in the FacilitySync sidebar. See the dashboard article for how budget progress is calculated.

A Note on Cost Data

Cost reporting is only as good as what gets recorded on tickets. Actual Cost is what the venue entered after the work was done; Estimated Cost is what was expected beforehand. If your team routinely closes tickets without filling in the actual cost, spend reports will understate reality — the gap between the estimated and actual totals in Estimated vs Actual Cost is a quick way to see whether that is happening.