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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:
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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.
💡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:
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💡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? | |
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 |
Learn more