Contents:
Adding and editing a chart in your report
To add and/or edit a chart in your report:
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Types of charts
Fathom has five main types of charts that you’re able to add to a Fathom report and customise. Choose from the options below to learn about the specific customisations available for each chart type:
Chart type & description | Example |
Trend charts include line, bar, and area charts. You can use trend charts to compare any KPI (financial or non-financial), any item from the financial statements, or any account from the Chart of Accounts.
You can display trends of past performance and projected performance for metrics. | |
Pie charts are useful for the analysis of a composition of accounts, such as key expense or revenue accounts.
Pie charts can be customised to include any metric and can also be displayed in a donut shape instead of a pie. | |
Breakdown charts are useful for comparing key accounts within a company, or comparing the performance of divisions, classes, locations or other segments within your business.
For a consolidated group, you can use Breakdown charts to compare the results of underlying companies.
They can be recognised by the horizontal bar chart option in the 'Charts' menu. |
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Highlight any KPI, item from the P&L or Balance Sheet, or any account in your Chart of Accounts.
Underneath the highlighted number, a trend line will be displayed and a description can be included.
They can be recognised by the '123' icon in the 'Charts' menu. | |
Scatterplot charts are only available for reporting on a company’s performance in a Benchmark Group.
For more information on scatterplot charts, please see our article on ‘Referencing Benchmark Group Data in Reports’. |
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Trend Charts
After adding a trend chart to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the chart's 'Properties' panel where you can customise the:
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Advanced series or variable settings
Each series or variable in a trend chart can be further tailored within the 'Advanced Settings' for that series. You access these using the 'Three dot' icon next to the series colour and type.
The 'Advanced Settings' panel allows you to:
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Pie or Donut Charts
After adding a pie chart to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the chart's 'Properties' panel where you can customise the:
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Breakdown Charts
After adding a breakdown chart to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the chart's 'Properties' panel where you can customise the:
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Key Number Charts
After adding a key number chart to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the chart's 'Properties' panel where you can customise the:
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Next steps
Now that you've learned about the different charts available in a custom Fathom report and how they can be customised, choose to learn about one of the other areas of reporting to continue creating your custom report:
What you want to do next: | Where to go next: |
Want to add financial statements and/or other tables to your report? | |
Want to add commentary and other text options to your report? | |
Want to organize your report? | |
Want to add several charts and tables or some of the Analysis tools with page layouts? |
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Ready to white label or add a logo to your report? |
Or is your report complete and ready to be shared or turned into a re-usable template to generate scheduled reports?
What you want to do: | Where to go next: |
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 |