Contents:


Types of Tables and Financial Statements

Fathom provides a range of customisable tables and financial statements that you can add into your Fathom reports. These include:

  • Financials - These are standard financial statements (e.g. Profit & Loss, Balance Sheet, Cash Flow Statement) with additional column options to compare your financial results to other metrics and prior results

  • Financial Trends - Trended financial results allow you to show up to 12 continuous periods of monthly financial data. They can also be used to show financial results over multiple quarters and years.

  • KPIs and KPI Trends - The most customisable table options, enabling you to show any KPIs or Chart of Accounts line item and create custom financial statements

💡 Pro Tip: If you are wanting to report the financials for several companies in a consolidated group or the consolidated group totals, please see the 'Consolidated Group Reporting' article.


Adding a table or financial statement to a report

To add financial statements and metrcis tables to a custom Fathom report,

  1. From the content library on the left side bar, select ‘Tables and Financials’

  2. By default, you will see a range of 'Financials' tables to select from. Use the bolded smart text filter at the top to find your desired table type.

  3. Add a financial statement or table to your report by clicking on the table in the menu or dragging and dropping the table into the report.

  4. To edit the table or statement, simply double click anywhere on the table or hover your mouse over the table and select the green 'Pencil' icon.

  5. This will open the Properties menu for the table, which offers several editing options for each table and financial statement.


Financials tables 

After adding a 'Financials' table to your report, double click on the table or hover over it and select the green 'Pencil' icon. This will open the table's Properties menu.

You will see options to customise:

  • Period frequency (show monthly, quarterly, or annual results)

  • Financial statement type (e.g. Profit & Loss, Balance Sheet, Cash Flow Statement, financial snippet)

    💡 Pro Tip: A financial snippet allows you to display any account classification on its own in a financials or financial trends table. For example, if you only want to show the Revenue results in a report, you can select to show a 'Snippet' instead of a Profit & Loss or Balance Sheet.

  • Columns. Under the 'Columns' tab in the edit panel, you're able to add up to a maximum of 12 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, Calendar YTD and more

      📝 Note: If you are wanting to display financial results over several periods, then you'll need to use a Financial Trends table.

      📝Note: Re-order columns by dragging and dropping them with the 'Grid' icon in the edit panel.

      💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.

  • Rows. Under the 'Rows' tab in the edit panel, 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.

    📝Note: If you are viewing a Profit & Loss statement, you can select to show a standard layout or EBITDA layout. 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.

  • 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.


Financial Trends

After adding a ‘Financial Trends’ table to your report, double click or hover over it and click on the green 'Pencil' icon.

You'll be able to access the table's 'Properties' panel where you can customise the:

  • Period frequency (Monthly, quarterly, or annual results)

  • Financial statement type (e.g. Profit & Loss, Balance Sheet, Cash Flow Statement, financial snippet)

    💡 Pro Tip: A financial snippet allows you to display any account classification on its own in a financials or financial trends table. For example, if you only want to show the Revenue results in a report, you can select to show a 'Snippet' instead of a Profit & Loss or Balance Sheet.

  • Filter by division. If you have imported divisional data for a company (e.g. classes, locations, tracking categories, etc.), then you can filter the table to display results for a specific division. For more detail, see our ‘Using Divisions in Reports’ article.

  • Columns. Choose to display the actuals, budget, or forecast financials for a company. You can change the date range for the financial statement or choose to display results for a particular financial year.

    📝Note: You can show the financial results for your main forecast or a scenario. To learn more about the forecast reporting options, please see our ‘Fathom Forecast in Reports’ article.

    💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.

  • Projection: Choose to display results beyond the actuals. You can choose to display Budget or Forecast results. You can choose to display the main forecast or a scenario.

  • Rows. Limit or expand the amount of data (e.g. only show headings or show headings & subheadings) displayed in the statement by choosing to show a summary or more detailed view. Hide rows with nil or all zero values. You can also choose a specific format for a financial statement.

    📝Note: You must be viewing a singular financial statement to be able to change the format (e.g. displaying a ‘Profit & Loss’ instead of a combined ‘P&L and Balance Sheet’ to choose the EBITDA format in the ‘Rows’ section of the ‘Properties’ menu).

  • Currency formatting. Choose to round the values in a statement or hide or display the currency symbol.

  • 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. Users viewing the report online can click this link to download the specific table to Excel.

💡Pro Tip: Accounts can be grouped under headings and subheadings in 'Step 3 - Chart of Accounts' in the company’s or group’s ‘Settings’.


KPI and KPI Trends tables

KPI and KPI Trends tables are highly flexible, so there are two typical uses for KPI tables:

  1. Displaying KPI results in a table: This allows you to display both Financial and Non-financial KPI results in a table, comparing results against prior periods, target, or other comparative options.

  2. Creating custom financial statements: This allows you to create a fully customised financial statement, row-by-row. If you are looking for a financial statement with formatting that deviates from Fathom’s standard financial statements, you can create your own format this way.

Standard KPI Tables allow you to add a maximum of twelve custom comparative columns and choose from options like prior period results, budget or target, variance, YTD data, and other additional options.

Trended KPI Tables allow you to show up to 12 continuous periods of monthly KPI results and do not allow for variance columns.

💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.


Editing options for a KPI Table

After adding a ‘KPI Table’ table to your report, double click or hover over it and click on the green 'Pencil' icon.

You'll be able to access the table's 'Properties' panel where you can:

  • Change the table title

  • Change the Period frequency (monthly, quarterly, annual)

  • Edit Columns. Add columns comparing the KPI or financial results to the imported budget, the target, or prior periods. You can also display QTD, YTD, Calendar YTD, and 12 month rolling average results as well as the percentage of Revenue or Expenses contributed by an account.

  • Edit Rows. Add any metric defined within Fathom, this includes KPIs, classifications, headings, subheadings, and individual accounts from your Chart of Accounts.

    💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.

    📝Note: To show results over several monthly periods, you’ll need to add a ‘KPI Trends’ table to a report instead of a 'KPI' table.

  • Format total rows or rename columns by clicking on the ‘Three dot’ icon to the right of the row or column name.

  • Rearrange columns or rows in the table by hovering your mouse over the respective column or row in the ‘Properties’ panel, and dragging and dropping with the 'Grid' icon that appears.

💡Pro Tip: Accounts can be grouped under headings and subheadings in 'Step 3 - Chart of Accounts' in the company’s or group’s ‘Settings’.


Trended KPI Table Properties

After adding a ‘KPI Trends’ table to your report, double click or hover over it and click on the green 'Pencil' icon.

You'll be able to access the table's 'Properties' panel where you can:

  • Change the table title

  • Change the period frequency (monthly, quarterly, annual)

  • Columns. Choose to display the actuals, budget, target, or forecast KPI results for a company. You can change the date range for the table or choose to display results for a particular financial year.

    💡 Pro Tip: You can show the results for your main forecast or a scenario. To learn more about the forecast reporting options, please see our ‘Fathom Forecast in Reports’ article.

    💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.

  • Projection: Choose to display results beyond the actuals. You can choose to display Budget, Target, or Forecast results. You can choose to display the main forecast or a scenario.

    📝Note: Non-financial KPIs will not display projected results.

  • Rows. Add or remove rows. Rows can include KPIs, summary Profit & Loss and Balance Sheet items, or any item from the source Chart of Accounts.

  • Rearrange columns or rows in the table by hovering your mouse over the respective column or row in the properties panel, and dragging and dropping the 'Grid' icon that appears.

  • Currency formatting. Choose to round the values in a statement or hide or display the currency symbol.

  • 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. Users viewing the report online can click this link to download the specific table to Excel.

If you create a custom KPI table in a report, you can turn the report into a template to share the table with other companies in your Fathom organisation.


Next steps

Now that you've learned about the financial statements and tables 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 charts and visual elements 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?

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


Additional knowledge & common questions:

Did this answer your question?