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.

To create a custom report:

  1. Go to the ‘Draft’ section of the Report Centre and select the option to ‘Create report’.

  2. Choose to create a report from scratch or from a template.

  3. If creating a report from a template:

    • Select the reporting period (month, quarter, or year)

    • Choose a template

  4. 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'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:

  • Start off with a predefined template that you can edit and customise. We suggest starting with a predefined template because it allows you to see the types of reporting components available in Fathom. It’s also less overwhelming and more efficient to start with many components you can pick and choose from rather than a blank page.

  • Use page ‘Layouts’ to add several components to a report at once. Again, this allows you to see the types of components available and also 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 to schedule and generate future reports from. You’re also able to share the custom report template you create with other companies or groups on your Fathom account.

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:

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

Additional knowledge & common questions:

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