Accessing your Tables and Financial Statements
Fathom provides a range of customisable tables and financial statements that you can add into your Fathom reports.
To find and add these into your reports, proceed to the ‘Tables and Financials’ tab within the sidebar on the left hand side of the Report Editor.
Use the smart text filters to quickly find your desired table or financial statement, and drag and drop them into your report. Once added, you’re able to further customise the tables to show the most relevant data.
Customising your financial statements
After adding your tables, double click anywhere on the table to open the 'Edit panel' on the right hand side, to further customise the properties of the table.
You will see options to customise:
- Period frequency (show monthly, quarterly, or annual results)
- Financial statement type
- Download (allow report viewers to export to Excel). This adds a download link on the bottom right of the table for the online version of the report.
Under the 'Columns' tab in the edit panel, you're able to add up to a maximum of 6 comparative columns. There are various options available from:
- Prior period results
- Budget figures
- Variance ($ and %)
- Common Size
- YTD, Rolling 12 months, Projections for the FY, and more
❗Note: Re-order columns by dragging and dropping them with the 'Grid' icon in the edit panel.
Under the 'Rows' tab in the edit panel, you're able to select to show a specific layout for your financial statement. For example, when viewing your P&L, you can select to show a standard layout, or EBITDA layout.
❗Note: You must be viewing a single financial statement for these layouts to be available. If you are viewing multiple financial statements in the table (eg. P&L and Balance sheet) this option will not be available.
You can also choose to display your financial statements in varying levels of detail, by collapsing and expanding headings and subheadings.
Accounts can be grouped under headings and subheadings from 'Step 3 - Chart of Accounts' in the company settings.
Financial Trend Tables
Financial Trend tables allow you to show trended results for up to 12 periods for your P&L, Balance sheet or Cash flow statement.
To add financial trend tables to your report, click on the 'Tables and Financials' tab on the side bar, and select 'Financial Trends' from the smart text dropdown option.
There are options to show:
- Last x months
- This financial year (Actual or budget results)
- Rolling 12 months
- Projection for the rest of the FY (actuals for YTD, budget for future periods)
After adding a financial trend table to your reports, double click on it to customise it further.
❗Note: Portrait pages can only show a maximum of 6 columns, whilst landscape can show up to 12 columns. If you add a 12 column table to a portrait orientation, the table will be changed to quarterly or annual results to fit the page.
For best results, ensure that your page orientation is landscape when adding 12 column trended tables. To switch your page orientation:
- In the ‘Outline’ tab, click ‘More options’ (3 dot icon) on any section. You will have the ability to switch between portrait and landscape.
- In your report, hover your mouse over a section heading. Click on the current orientation (Portrait/Landscape) to switch between the two.
Financial Snippet Tables
A financial snippet allows you to select any account classification and analyse this in summary form. For example, Revenue, COS or Expense accounts.
Tip: you can include a forward projection (budget + actual) and a rolling 12 months column under the 'Other' category in the variable selector.