Pro Reports

For companies on a Fathom Pro plan and consolidated groups, the Reports Centre can be accessed from the My Companies page:

Hover your mouse over a company or group and click the Reports icon.
If you only have a single company uploaded to Fathom, click the large Reports tile located below your company.

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The Reports Centre includes:

Pro Reports - Fathom's customisable reports enable you to build professional and beautiful-looking reports easily (view a sample report). They can be made from scratch or generated from a template.
Templates - Save your favourite Pro Reports as templates to easily re-use them for future periods, or share them with other companies on a Fathom Pro plan. Fathom also has several Predefined or pre-made templates for you to work from.
Scheduled Reports - Once you've created a custom template, schedule a report to be created automatically.
Excel Reports - Download a range of default Excel reports.

💡Smart Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Reporting Checklist steps within Fathom. Launch the Reporting Checklist.

Summary Reports

Summary Reports can be created for all your single-entity companies from within the Insights Dashboard.

To generate a Summary Report:

From the My Companies page, click the Trend Line icon located at the upper left of the sidebar to open the Insights Dashboard.
Follow one of these three methods:
1. Click the Page icon next to a company’s name (2),
2. click the Three dot icon next to a company’s name and select open summary report from the drop-down menu (3),
3. Or within the Metric Drill Down modal, click the Page icon located in the top right-hand corner of the trend chart.
The Summary Report editor will then open.

The Summary Report editor includes:

Report pages – Select pages featuring pre-made charts and tables illustrating the headings they are organised by.

PDF download – Once you are happy with your summary report, you can download a PDF version for sharing.

Learn more about creating and editing summary reports from our ‘Summary Reports’ article.

Training videos

💡Smart Tip: Everyone can watch an 18-minute Reporting Overview Video to learn about Fathom's Pro Reports.

Admin and Advisor level users can access short training videos from the left sidebar in the Reports Centre.

To learn more about Summary Reports, visit our Help Centre article: Creating Summary Reports.

Next steps

What you want to do:	Where to go next:
Want to create a custom report in Fathom?	Create a Custom Report
Download an Excel Report	Excel Reports
Turn your report into a custom template to generate future reports from	Create a Template
Share your findings from the Insights Dashboard	Generate a Summary Report
Schedule future reports to be created automatically	Schedule Reports
Share your reports with others or enable them to comment on reports	Share and collaborate on reports
Invite others into your Fathom account to share insights	Invite a New User into Fathom

Learn more