> For the complete documentation index, see [llms.txt](https://docs.crowdwork.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crowdwork.com/for-theatres/reports-and-analytics/consolidated-summary-report.md).

# Consolidated Summary Report

The **Consolidated Summary** is the "how did we do?" report: one view of every financial measure for the events and date range you choose. It's the widest-angle report in CrowdWork, and the natural starting point for a monthly close or a board update.

> **Direct link:** [Consolidated Summary](https://crowdwork.com/dashboard/reports/consolidated-summary) — or open it from the [Reports page](https://crowdwork.com/dashboard/reports).

<div align="left" data-full-width="true" data-with-frame="true"><figure><img src="/files/1Czd3fiR40raqHDI3o7s" alt="The Consolidated Summary report showing the Net Deposit hero and the Sales and Deposited Breakdown cards" width="375"><figcaption><p>The Consolidated Summary report showing the Net Deposit hero</p></figcaption></figure></div>

This report uses the full filter set — date range, purchase-vs-event date, channels, and events. For how filters work, see [Getting Started with Reports](https://docs.crowdwork.com/for-theatres/reports-and-analytics).

***

## The Headline: Net Deposit

The number at the top is **Net Deposit** — what was deposited to your account after refunds, fees, and adjustments. Beneath it, four quick figures put it in context: **Gross Sales** (before adjustments), **Net Sales** (after discounts), **Total Charged** (what patrons actually paid), and **Admissions Sold**.

***

## The Two Waterfalls: Sales and Deposited Breakdown

The left side of the report tells the money story in two steps.

### Sales — the billings view

The **Sales** card starts from gross sales (admissions plus surcharges) and subtracts discounts, membership benefits applied, and gift-card credit redeemed to reach **Net sales**. This is your sales figure on a billings basis — it matches the `net total` column in CSV exports.

### Deposited Breakdown — the cash view

The **Deposited Breakdown** card carries net sales the rest of the way to the bank: it adds donations, subtracts refunds and any CrowdWork fees your theatre absorbed, applies the processor fee reconciliation, and lands on **Net deposit**.

* **Processor fees & reconciliation** — payment processors don't disclose their exact fee upfront, so CrowdWork reconciles against the processor's records after each transaction. This line reflects the actual recorded fees, and because it's a reconciliation it can be negative *or* positive in a given period. The result matches what your payment processor has on record.
* **Payment plans in progress** — when the range includes payment-plan orders with installments still to come, the card shows both **Net deposit (accrual basis)** — the full value of what was sold — and **Net deposit (cash collected)** after subtracting installments not yet collected. The headline Net Deposit is the cash-collected figure.
* **Fees passed to patrons** — only fees your theatre *absorbed* appear as deductions here. When fees are passed through, patrons paid them as part of Total Charged, so they net themselves out.

***

## Volume, Engagement, and Donations

The right side counts things rather than summing dollars:

* **Volume** — admissions sold, how many were checked in (with the attendance rate), standby admissions, order count, and refunded admissions.
* **Engagement** — newsletter opt-ins, pay-what-you-want orders, zero-price admissions (comps and $0 pay-what-you-want), payment-plan orders, and bundle admissions with the total patrons saved through bundles.
* **Donations** — the total, average, and largest gift *allocated to the admissions in scope*.

{% hint style="info" %}
**Why this donations number can differ from the Donations report:** this card counts donation dollars allocated to the admissions in the report's scope. The [Donations report](https://docs.crowdwork.com/for-theatres/reports-and-analytics/donations-report) counts every donation received, including gifts on donation-only or gift-card-only orders — so the two can legitimately disagree. Use the Donations report as the authority on giving.
{% endhint %}

***

## Breakdowns: Discounts, Tiers, Channels, Payment Types, Tags

* **Discount Codes** — each code used in the range, how many times, and the total discounted.
* **Tier Mix** — admissions grouped by tier name across the selected events, with gross revenue, count, and average price per tier.
* **Sales Channel** — orders and revenue split by how the order was placed: Online, POS, or Manual. Payment-plan orders count as Online here; the Engagement card shows how many orders used a payment plan.
* **Payment Type** — the tender patrons used (card, cash, and so on) across orders in scope.
* **Public Tag Mix** — admissions grouped by public event tag, when you use tags.

{% hint style="warning" %}
**The Payment Type card intentionally won't add up to your sales figures.** It's an order-level view of tender: when an order mixed a ticket with a gift card or a donation, the whole payment counts here — including the parts that aren't admission revenue. Read it as "how patrons paid," not as a slice of Gross or Net Sales.
{% endhint %}

***

## Line Items and CSV

**View Line Items** opens every transaction behind these totals — one row per admission, with patron, event, tier, and the full money breakdown. Payment-plan orders expand into per-installment rows showing each installment's status, due date, and payment date — the detail behind the accrual-vs-cash split above. **Export to CSV** downloads the same rows; the report's totals reconcile to the file.

***

## Related Tasks

| Task                                              | Guide                                                                                                            |
| ------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Learn the filters, saved reports, and exports** | [Getting Started with Reports](https://docs.crowdwork.com/for-theatres/reports-and-analytics)                    |
| **Close out a single show or class**              | [Event Settlement Report](https://docs.crowdwork.com/for-theatres/reports-and-analytics/event-settlement-report) |
| **See every donation received**                   | [Donations Report](https://docs.crowdwork.com/for-theatres/reports-and-analytics/donations-report)               |

***

## Need Help?

If you run into a situation this guide doesn't cover, [contact our support team](https://docs.crowdwork.com/contacting-support) from your Dashboard. We're here to help!