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.

Create a Pro Report

For companies on a Fathom Pro plan, you can access the ‘Reports Centre’. From here, you can create custom reports completely from scratch or by basing the report on a template.

Fathom has several Predefined or pre-made templates for you to use to help build your report. If you create the perfect report, you can save it as a custom template to generate future reports from.

You’re also able to quickly generate Excel reports of your company’s financials and KPI data in the ‘Excel Reports’ section.

To create a custom report for a company on a Fathom Pro plan:

From the My Companies page, navigate to the Reports Centre
Go to the Draft section of the Report Centre and select the option to Create report
Choose to create a report from scratch or from a template.
If creating a report from a template:
- Select the reporting period (month, quarter, or year)
- Choose a template
If creating a report from scratch:
- Type in a title for the report (this can be changed later)
- Choose the reporting period (month, quarter, or year)
- Choose the default page orientation (portrait or landscape). Sections in the report can be in a different orientation; this will simply be the main orientation for your report.

Once your report has been created, you can use the Report Editor to customise your report with:

Learn how to edit and customise your report

💡Smart Tip: If you are looking to create a quick, simple report you can generate a Summary Report directly from the Insights Dashboard.

Create your first custom Pro Report

There are a few tips and tricks for creating your first custom report:

Start off with a predefined template that you can edit and customise.
- Allows you to see the types of reporting components available in Fathom
- You might also find it less overwhelming to start with many components you can pick and choose from rather than a blank page.
Use the first section of your report to sum up the report and point out key metrics or results.
- You can also mention plans or actions to improve business performance in this section.
- You can dive into detail for any key metrics or results in later sections of the report. The first section is for the highlights.
Use page ‘Layouts’ to add several components to a report at once.
- Allows you to see the types of components available
- Enables you to build a report more quickly.
If you spend time creating the perfect report, you’re able to turn that report into a template and schedule to automatically create future reports.
- If you have other companies or groups in your Fathom account, you can share the custom report template you create.

💡Smart Tip: Watch our 18-minute Reporting Overview Video to learn more about reporting in Fathom.

Next steps

Now that you've learned how to create a custom Fathom report, you'll want to learn how to further customise and edit that report. Choose from the options below to learn more about reporting in Fathom for companies on a Fathom Pro plan:

What you want to do:	Where to go next:
Want to learn about custom reporting in Fathom?	Use the Report Editor
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