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Using the Report Editor

Create custom reports in Fathom and edit predefined templates… How to use the Report Editor Adding and editing components in your report Preview the published… version of a report Next steps The 'Report Editor' enables you to create and edit reports

Balance Sheet Explained

Report Editor… A - L = E: A popular layout to align the balance sheet with International Financial Reporting Standards… Financials Analysis tool You’re able to add a Balance Sheet financial table to your customisable Fathom reports

Outline & organise a Fathom report

Create, organize, and navigate components and sections in a custom Fathom report… [Inline Video] The Report Editor enables you to manage the structure of your report by separating your… In the Report Editor, you're able to duplicate entire sections in your report

Creating a Report in Fathom

Create a custom Fathom report from scratch or from a template… graphs, and text & commentary to your report with the Report Editor… Using the Report Editor Share your reports with others or enable them to comment on reports

Fathom Video Training

Using the Report Editor [Inline Video] Additional knowledge & common questions: Getting… Reporting Overview… Video] Additional knowledge & common questions: Getting Started with Reporting Creating a Report

How do I add a logo to my report?

Add your own organisations logo or clients logo to a report… [Inline Video] Hover over the report and select the 'Pencil' icon to open the Report Editor and edit… Adding a logo to a report

Glossary of Terms

Report Editor - The 'Report Editor' enables you to create and edit reports and report templates… In the Report Editor, use the sidebar to access text, charts, and tables to add into your report… Sidebar - The Sidebar is available within the Analysis tools, and within the Fathom Report Editor

Viewing your Financial Statements

To add a financial statement to a Fathom report, navigate to a draft report, or a newly created template… and click on 'Tables and Financials' in the sidebar on the left hand side of the Report Editor… Adding your Financial Statements to Reports within Fathom

FAQ: Undo / Redo Button

You can quickly undo or redo changes you've made in a Fathom report… Change the reporting period For example, setting a monthly report to a quarterly report in the Header… Additional knowledge & common questions Using the Report Editor Creating a custom Fathom

Fathom Forecast in Reports

Create a custom report to share your forecast… templates The tables & financials section of the report editor allows you to: Add forecast… Microforecast table Recording The report editor allows you to add charts to your reports