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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… Analysis tool You’re able to add a Balance Sheet financial table to your customisable Fathom reports

How do I add a logo to my report?

Add your own organisations logo or clients logo to a report… the Pro Report Editor Hover over the top of the report and select 'Edit Header' Under… To add your organisation’s logo to a Summary Report: Within the Summary Report Editor

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

Summary Reports

Within the Summary Report editor, you can choose the pages that will make up the body of your report… editor to open the Summary Report Settings: Updating the report title Changing the reporting… ❗Notice: Summary Reports do not save when you exit the Summary Report editor

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

PDF Settings for Reports

How to customise the PDF version of your Fathom reports… To update a report’s PDF print settings: Within the Pro Report editor, Hover at the top… 💡Smart Tip: For more info on customising your online report see: Brand or white label your report

Viewing your Financial Statements

Within the Summary Report editor, click the Page icon near the top of the left-hand sidebar… 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

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

Report on your Forecast

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