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.

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 want to do more 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.

Download an Excel report

To download an Excel Report,

From the ‘My Companies’ page, hover over the company name and select the ‘Reports’ option to access the Report Centre
In the Report Centre, select the ‘Excel reports’ option from the left sidebar
Hover over an Excel report and select the ‘Cloud’ icon that appears
You may be asked to make additional selections before the report is downloaded. In the menu that opens, select the reporting period.
1. Select the detail level. This determines if the headings or subheadings you created in the ‘Chart of Accounts’ step of the company or group’s Settings will be displayed in the report.
  1. If you select one of the 'Detailed' options, then you may also have the option to include account codes in the Excel report.

💡Smart Tip: When downloading a monthly ‘Financials’ report, the month you select for download will be the latest data download. The report will also download all previous months of data imported into Fathom.

The report will be downloaded to Excel. After opening the Excel file, you may need to ‘Enable editing’ 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 and companies with imported divisional data.

The Excel reports currently available for download from Fathom are:

Financial results - This report downloads a company's Profit & Loss and Balance Sheet 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 also be downloaded.

KPI Results - This report downloads the results for all 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 also be downloaded.

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.

For a yearly report, the YTD and the budget results are displayed along with the % and currency amount variance between the YTD results and the budget. Last year’s YTD results and the % and currency amount variance between the current YTD results and last year’s YTD results are also displayed.

Forward projection for this FY - This downloads the current year’s results and the projected results based on the imported budget. A total column is also included. A budget must be imported for the company to make this report available.

Financial results [in the Fathom import format] - When the company is sourced from Excel, this report lets you 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 your company in Fathom.

This report is also often useful for troubleshooting and determining why numbers in Fathom may not match your source accounting system.

Budget results [in the Fathom import format] - When the company is sourced from Excel, this report lets you 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.

Budget results [in the Xero Excel import format] - When the company is sourced from Xero, this report lets you easily download your budget from Fathom to import into Xero. If you have imported tracking category budgets into Fathom and summed the results to create an overall company budget, then you can export the summed budget to import it into Xero.

Three-way forecast - Enables you to download an Excel report of your forecast. You can download the Profit & Loss, Balance Sheet, and/or Cash Flow Statement, with each financial statement on a different sheet in the downloaded Excel report. You can include up to 12 months of actuals along with your forecast data.

Adjustments Audit - If adjustments have been made in the ‘Update Data’ step 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 consolidated and benchmark groups:

In consolidated groups, you can find ‘Consolidated financial results, including eliminations’ and ‘Consolidated budget results, including eliminations’, which give all the details of consolidated accounts for the chosen reporting period along with the eliminations.

In multi-currency consolidated groups, you can 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 they also include the exchange rates used for the reporting period.

If the company is part of a benchmark group, it will also have the option to download the ‘Benchmark results’ report. 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.

For QuickBooks Online or Xero companies with divisional budgets, there will also be a ‘Budget results by division’ report(s) available for download.

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 can download these standard templates only and edit the reports once they’ve been downloaded to Excel.

Next steps

Now that you've learned how to download an Excel report, you can learn more about custom reports or other areas of Fathom.

What you want to do:	Where to go:
Want to learn about custom reporting in Fathom?	Create a Custom Report
Invite others into your Fathom account to share insights	Invite a New User into Fathom
Analyse the company's performance with the Analysis tools	Analysis Tools
Begin forecasting in Fathom	Forecasting
Want to consolidate your companies in Fathom?	Create a Consolidated Group
Need to add a company to your Fathom account?	Go to the 'Getting Started Workflow'

Learn more