Once you have imported divisions for your company, Fathom enables you to filter results by division within Fathom’s customisable reports.
View the following article for more information on importing divisions: Getting started with Divisional Analysis.
Filter Trend charts by division
When creating Trend charts in Fathom reports, you are able to filter any metric by division.
When creating a Breakdown chart in the Fathom customisable reports, you can choose to filter the performance of your results by division.
Filter Financial Statements by division
When creating a Financial Statement table in the customisable Fathom reports, you are able to filter the entire statement by division.
This is available for your Profit & Loss (P&L), Balance Sheet (BS), and Cash Flow Statement (CFS).
Tip: Tick the checkbox to ‘Allow report viewers to export to Excel’. This enables anyone viewing the online report to download the table in Excel format.
The Division Summary provides a side-by-side breakdown of your division results in a single table. Each column represents a set of financials for each separate division.
Note: The Division Summary is also available as an Excel report. You can download this report for your P&L and Balance sheet from ‘Reports > Excel Reports > Financial results by Division’.