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Consolidated reporting
All of the reports and reporting components that you are familiar with in a single company are also available for a consolidated group. There are also reporting options only available in consolidated groups.
In consolidated custom Fathom reports, you are able to add:
There are also additional Excel reports available for download in consolidated groups:
Company by company consolidated financial results
Company by company consolidated budget results
Custom Fathom consolidated reporting options
Financials and budgets by company
You can add a consolidated financial statement or budget that shows the amount from each underlying company as well as the consolidated total, to your consolidated report. To add this financial statement to a custom consolidated report:
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Once you’ve added the table to your report, you’re able to edit the table to customize it to your reporting needs.
To edit the table, hover over it and click the green ‘Pencil’ icon that appears. This will open the table’s ‘Properties’ menu. In this menu, some of the editing options you have include:
Selecting the down arrow, to change the table to a ‘Profit & Loss’, ‘Balance Sheet’, ‘Cash Flow Statement’ or a financial ‘Snippet’
Filtering the table to display the actuals or budget
Adding or removing columns or companies from display on the table
Showing results before or after eliminations
In the ‘Rows’ section, changing the level of detail or number of accounts shown in the financial statement
💡 Pro Tip: If eliminations and adjustments have been made in a consolidated group, then these will be combined in an 'Other' column instead of an 'Eliminations' column.
Displaying underlying company financials in a consolidated report
To display the results of individual, underlying companies in a consolidated report, you’ll need to edit a financial statement table:
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Other options for editing the table include:
Selecting the second filter option, to change the table to a ‘Profit & Loss’, ‘Balance Sheet’, ‘Cash Flow Statement’ or a financial ‘Snippet’
Adding budget and variance columns (amongst others) to the table by selecting the ‘Add or remove’ columns option
In the ‘Rows’ section, changing the level of detail or number of accounts shown in the financial statement
Adding a breakdown analysis chart to a consolidated report
Because there is an additional breakdown analysis tool available in consolidated groups, you’re able to add this tool to a report for an additional visual reporting component. To add a breakdown analysis chart to your consolidated report:
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Some editing option options for the breakdown chart include:
Filtering by company or account
Changing the metric or account classification being broken down in the chart
Sorting the chart by result or alphabetically
Displaying all companies on the chart, or only the top or bottom companies
Consolidated Excel Reports
Side by side consolidated financial results
The Excel consolidated financial results are also valuable reports for consolidated groups. This report provides a side-by-side view of your companies along with the consolidated financial statements. This report also includes the eliminations in your consolidated group and presents the exchange rates used (if applicable).
This report can be accessed via the 'Reports' section in Fathom, under 'Excel Reports'. See the 'Consolidated Financial Results, including eliminations' or 'Multi-currency Consolidated Financial Results, including eliminations' report.
Inter-company eliminations and exchange rate adjustments (if applicable) are also displayed.
The comments provide a helpful way to view the amounts before or after translation.
Side by side consolidated budget results
The same report can be downloaded to show the side-by-side view of the budgets coming from each underlying entity. The report is useful for auditing the consolidated budget figures and viewing the impact of any eliminations or translated amounts to the underlying budgets.
Next steps
Now that you’ve learned about the additional reporting options available in a consolidation, you may want to invite others to view reports for the group in Fathom or forecast for the group.
What you want to do: | Where to go next: |
Invite others into your Fathom account to share insights | |
Analyse the group's performance with the Analysis tools | |
Begin forecasting in Fathom | |
Need to add another company to your Fathom account? |