Downloading Excel Reports
In addition to the custom Fathom online and PDF reports, you can download a range of additional default reports in Excel format. These can be found in the 'Excel reports' section of the Report Centre.
This is useful if you wish to perform further data manipulation or download data from Fathom in spreadsheet format.
Excel reports can be generated for any month, quarter or year. However, reports such as the 'Forward Projection' report require a budget to be imported for this company. If a report is greyed out, hover over the tool-tip (?) to see what it requires before the report can be generated.
To download an Excel Report,
The report will be downloaded to Excel. After opening the Excel file, you may need to ‘Enable editing’ in order to be able to edit the report.
List of available Excel Reports
Fathom has several Excel reports, not all of which may be available to a company depending on the data imported for that company. Also, additional Excel reports exist for consolidated and benchmark groups as well as for companies that have imported divisional data.
The Excel reports currently available for download from Fathom are:
Financial results - This report downloads the Profit & Loss and Balance Sheet for a company into Excel. The date chosen when downloading the report is the final period of data that will be downloaded in the report. All prior periods before the selected date that have been imported into Fathom will be downloaded as well.
KPI Results - This report downloads the results for all of the active KPIs for the company or group. The date chosen when downloading the report is the final period of data that will be downloaded in the report. All prior periods before the selected date that have been imported into Fathom will be downloaded as well.
Detailed financial variance - Monthly and quarterly reports include the results for the chosen period, the results for the previous period, the % and currency amount variance between the current and prior period, the results for the same period last year, the % and currency amount variance between the current period and the same period last year. Also, included are the YTD results and last year’s YTD results as well as the % and currency amount variance between YTD and last year’s YTD results.
Forward projection for this FY - This downloads the current year’s results along with the projected results based on the imported budget. A total column is also included. A budget needs to be imported for the company for this report to be available.
Financial results [in the Fathom import format] - When the company is sourced from Excel, this report enables you to easily download an import template that includes your existing financial data. You can then use this template to update your existing data, or add new financial data, to update your company in Fathom.
Budget results [in the Fathom import format] - When the company is sourced from Excel, this report enables you to easily download an import template that includes your existing budget data. You can then use this template to update your existing data or add a new Excel-based budget to your company in Fathom.
Three-way forecast - Enables you to download an Excel report of your forecast. You are able to include up to 12 months of actuals along with your forecast data. You can download the Profit & Loss, Balance Sheet, and/or Cash Flow Statement with each financial statement on a different sheet is the downloaded Excel report.
Adjustments Audit - If adjustments have been made in ‘Step 1 - Update Data’ for the company or group, then the ‘Adjustments audit’ report will be available for download. This report details the adjustments made for the chosen period and their impact on the Net Income and Retained Earnings.
Additional Excel reports for companies with divisional data (classes, location, tracking categories, etc.) and for consolidated and benchmark groups:
In consolidated groups, you can find ‘Consolidated financial results, including eliminations’ and ‘Consolidated budget results, including eliminations’ which gives all the details of consolidated accounts for the chosen reporting period along with the eliminations.
In multi-currency consolidated groups, you’re able to download ‘Multi-currency consolidated financial results, including eliminations’ and ‘Multi-currency consolidated budget results, including eliminations’. These reports are the same as the Excel reports for a consolidated group, except that they also include the exchange rates used for the reporting period.
If the company is a part of a benchmark group it will have the option to download the ‘Benchmark results’ report as well. This report details the chosen period’s metrics results for all of the companies in the benchmark group as well as the 25th percentile, the 75th percentile, and the median for each metric.
If the company has divisional data, you’re able to download the Excel report of the ‘Financials by class’, ‘Financials by location’, and/or ‘Financials by Tracking Category’ which will display the Profit & Loss and Balance Sheet financials for each division for the chosen period as well as the total for the company.
Can I customise these Excel reports?
These Excel reports cannot be customised. These Excel reports are predefined and are generated based on the data you import from the source accounting system. You are able to download these standard templates only and then edit the reports once they’ve been downloaded to Excel.
Now that you've learned how to download an Excel report, you can learn more about custom reports or learn about the other areas of Fathom.
What you want to do:
Where to go next:
Want to learn about custom reporting in Fathom?
Invite others into your Fathom account to share insights
Analyse the company's performance with the Analysis tools
Begin forecasting in Fathom
Want to consolidate your companies in Fathom?
Need to add a company to your Fathom account?