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Add images & files to your report

Add external images and PDF files to your custom Fathom reports

Updated yesterday

Pro Reports are included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can generate Summary Reports. They can also be upgraded to Fathom Pro at any time.

What kind of media can you add to your reports?

Outside of the tables & financial statements, charts, text & commentary, and layouts available in Fathom, you can upload external images (.png, .jpeg, and .svg) and PDF files to custom Pro reports.

This enables you to bring in additional data, charts, and graphs that you cannot import into Fathom as financial data (including budget, divisional, and AR/AP data) or non-financial data.

Anyone with permissions to edit reports in Fathom can upload external media to reports.

💡 Smart Tip: Want to add a logo to your report? That’s a slightly different process. Learn the details from our ‘Add a logo to your report’ article.

Insert images & files into a Fathom report

To upload an image or file to a report:

  1. In a report, click the Files & Media icon on the left sidebar.

    1. In an empty section of a report, you can simply click the 'Add Files & Media' icon.
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  2. Select Insert image or Insert file.
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  3. Click to upload an image or file, or drag and drop it into the upload box.

    1. If inserting a PDF file, you can choose to have the file embedded or attached

    2. You can also choose to only insert certain pages of a PDF
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  4. Click Add image or Add file

💡 Smart Tip: You can also add images and files to your report by dragging and dropping or copying and pasting them directly into the body of the report.

Are there any limitations to the images or files I can upload?

Images must be .png, .jpeg, or .svg files to be uploaded. PDFs are the only file type that can be embedded or attached to a Fathom report.

Both images and files are scanned for security. If we detect any potential security issue with your file we will not process the upload. This is part of our commitment to keeping your account and data safe.

Each image or PDF file can be no more than 10 MB in file size.

An image will be compressed in both file size and pixels when:

  • The image's file size is greater than 3 MB

  • The image height is greater than 3,508 pixels

  • The image width is greater than 2,480

There is no limit to the number of images or PDF files you can upload to a report. Instead, all the images and files in your report must total no more than 50 MB.

You can see the total file size of the images and files in your report at the bottom of the ‘Files & Media’ menu.

📝Note: For Mac users, the image or file size within your own computer's Files may not match the size within the Fathom report. This is due to the way the file is converted as it is uploaded to Fathom.

Should I embed or attach a PDF file?

The main differences between embedded and attached files are how they are displayed in both the online and PDF versions of a report.

Both embedded and attached PDF files can be viewed (in another tab in your browser) or downloaded from the report.

If you plan to print out your Fathom report to share it, you should embed the PDF file to view it in the printed report.

Embedded files will display the 'View PDF' option in the online report, with the option to download the file from the overflow menu. When you click 'View PDF', the PDF file will open in a new tab in your browser.

Attached files will display a Cloud icon for downloading the file from the online report, with the option to view the file in the overflow menu.

💡 Smart Tip: If you're unsure whether to attach or embed a PDF file, you can easily change the format after it has been uploaded.

Embedded files

If a file is embedded in your report, you will see it represented as an abbreviated section of the report when viewing the report online.

If you download the entire report to PDF, the embedded PDF will be included as PDF pages in your downloaded Fathom report.

Attached files

Files attached to a report will automatically be attached at the end of the section you’re viewing when you insert the file into the report.

If you download the entire report as a PDF, the attached PDF will not be viewable in the downloaded report. Instead, a link will be provided to access the attached PDF file in the online Fathom report.

People viewing the downloaded PDF must have permissions to view the report in Fathom to access the file attachment. Once they are in the Fathom report, they can select the option to view the attached file from the overflow menu.

Edit images & files in reports

There are multiple editing options for images and a few editing options for files.

Edit images

In a report, you can edit images in the following ways:

Move the image to a different area of the report

You can grab and drag an image to a different location in the report.

💡 Smart Tip: Want to add a logo to your report header? That’s a slightly different process. Learn the details from our ‘Add a logo to your report’ article.

Resize the image

You can change the size of an image by hovering over it and grabbing and dragging the green tabs at the sides.

The image will always maintain its aspect ratio when resized in a report. This ensures the image does not become distorted.

Add a title or label to an image

You can also add a title to images:

  1. Double-click or hover over the image and click the green Pencil icon.
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  2. In the menu that opens, type in a title.
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  3. Choose if the title appears above or below the image.
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  4. Click Save changes.

Change the image's alignment

You can change an image’s alignment within its space or box in a report. If a title has been added to the image, the title’s alignment will match that of the image.

To change the image's alignment:

  1. Double-click or hover over the image and click the green Pencil icon.

  2. Choose if the vertical alignment and/or horizontal alignment of the image.
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  3. Click Save changes

📝 Note: If an image takes up all the vertical space in its area of the report, you may see very little or no changes when changing the vertical alignment. Similarly, if an image occupies all the horizontal space in its area of the report, you may see very little or no change when changing the horizontal alignment.

Edit files

PDF files can be edited in a Fathom report in the following ways:

Switch to embedded or attached

You can change a PDF file’s format after it has been added to a report.

  1. Click the Three dots icon for the file.
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  2. Select Format.
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  3. Choose Embedded or Attachment.

Move the file to a different area of the report

The options for moving a file within a report depend on the file's format.

Attached files

Files attached to a report will automatically be attached at the bottom of the section you’re viewing when you insert the file into the report.

To move an attached file, you must first remove it and then re-add it to the report.

  1. Click the Three dots icon for the file.
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  2. Select Delete.
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  3. Scroll to the section of the report in which you want the file to be attached.
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  4. Insert the attachment.

When inserted, you will see the attachment at the bottom of your current report section.

Embedded files

For embedded files, you can easily change the file’s location in the report.

  1. Click the Outline option at the top of the left sidebar.
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  2. Hover over the embedded file in the menu.
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  3. Grab the dots to the left of the file name.
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  4. Drag the file to re-order it in the report.

Change the width of an attached file

If you have attached a file to a report, you can adjust the width the attachment occupies on a report page. This allows you to ensure that the file attachment does not end up on a new page in your downloaded Fathom report.

To change the width of the attachment, simply hover over it and grab and drag the green tab on the side.

📝 Note: An attached file will always be the last component in a report section. It cannot be moved to the middle or beginning of a report section.

Remove an image or file from a report

To remove a file or image that has been uploaded:

  1. Click the Three dots icon for the file or image
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  2. Select Delete

Common Questions

Can I add media from Excel to a report?

To add charts from Excel to a Fathom report, you can copy the selected chart and paste it directly into the body of the report; it will be converted into an image when it is pasted.

For Excel spreadsheets, you can save sheets as a PDF and add the document to your report. See here for instructions on how to create PDFs in Excel.

How can I take a screenshot quickly?

You can take a screenshot and upload this as an image to your Fathom report.

To quickly take a screenshot of a specific part of a document, rather than your whole window or screen:

  • For Windows users, click ‘Windows key + shift + S’ to open the Snipping tool and then select a specific area to capture.

  • For Mac users, click ‘command + shift + 4’ and drag to select the desired area.

Next steps

Now that you've learned about adding external images and PDF files to your report, choose to learn about one of the other areas of reporting:

What you want to do:

Where to go next:

Want to add financial statements or other tables to your report?

Financial Statements & Data Tables

Want to add charts and visual elements to your report?

Charts & Graphs

Want to add commentary and other text options to your report?

Text & Commentary

Want to organise your report?

Outline & Organise

Want to add several charts and tables or some of the Analysis tools with page layouts?

Using Page Layouts

Ready to white label or add a logo to your report?

Branding your report

Or is your report complete and ready to be shared or turned into a reusable template to generate scheduled reports?

What you want to do:

Where to go next:

Share your reports with others or enable them to comment on reports

Share and collaborate on reports

Turn your report into a custom template to generate future reports from

Create a Template

Invite others into your Fathom account to share insights

Invite a New User into Fathom

Learn more

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