Creating a report
In the ‘Report Centre’, you’re able to quickly generate Excel reports of your company’s financials and KPI data in the ‘Excel Reports’ section.
You can also create custom reports completely from scratch or by basing the report off of 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, then you can save it as a custom template to generate future reports from.
❗Note: If your Report Centre looks different, it's because you're on the updated version! We're updating our Help Centre videos to show the newer Report Centre. You can still follow the written instructions below by selecting 'Reports' from the left sidebar.
To create a custom report:
Once your report has been created, you're able to add customisable financial statements & tables, charts & graphs, and text & commentary to your report with the Report Editor.
Creating your first custom Fathom report
There are a few tips and tricks for creating your first custom Fathom report:
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:
What you want to do:
Where to go next:
Want to learn about custom reporting in Fathom?
Share your reports with others or enable them to comment on reports
Turn your report into a custom template to generate future reports from
Invite others into your Fathom account to share insights