π Beta Feature: The dashboard Excel download feature is currently under the 'Insights Dashboard Improvements' beta flag. See our Beta Features article to learn how to turn beta features on & off.
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If you have any feedback on this beta feature, please reach out to support@fathomhq.com.
Download the dashboard to Excel
Any user with 'View Dashboard' access can download the Insights Dashboard results to Excel.
You will only be able to view and download the results for companies you have been granted permission to access. By default, Admin-level users will have access to all the companies in a Fathom organisation.
To export the Insights Dashboard results to Excel:
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π‘ Smart Tip: You can sort the dashboard before downloading the dashboard to Excel to display the list of companies according to their results.
While you can use the 'Search' function at the top of the dashboard to find a specific company, it will not impact to downloaded Excel report of the dashboard. Only the 'Sort' and 'Filter' options will change the results included in the downloaded Excel report.
You can also download summary reports from the Insights Dashboard for a more visual representation of individual company results.
π‘ Smart Tip: You can include more clients or companies on the Insights Dashboard at a cost-effective rate with a Portfolio plan.
Learn more