Adding and editing text in your report
Fathom enables you to add a variety of text options in your customisable Fathom reports to tell a story, or call out important information. To add and/or edit a text component in your report:
Types of text components
After adding a text box or two column text option to your report, double click or hover over it and click on the green 'Pencil' icon.
This will allow you to type in the text component.
To format text, highlight any text that you have typed. You will see the following formatting options to provide emphasis, clarity, and structure to your writing.
With Placeholders, you’re able to add text to your reports that references any financial or non-financial data in your actuals date range that has been defined within Fathom. This enables you to reference numbers within text without having to manually update them if you run the report again for next month or with a different company. All of the placeholders will automatically update with the up to date data.
You can add a placeholder into your text boxes in 2 ways:
This will open the placeholder menu where you can select any metric that has been defined within Fathom. This includes:
Once you've selected the metric for the placeholder, you can further filter the results for that metric by selecting the date range and the type of metric data shown, including:
Can I have variance calculations in a placeholder?
You can’t have variance calculations in a placeholder. But Key Numbers can be used to input variance figures into reports.
After adding an observation to your report, double click or hover over it and click on the green 'Pencil' icon.
This will open the observation’s ‘Properties’ panel, where you can:
You can also choose to add multiple observations at a single time by selecting 'Executive Summary' from the 'Text' tab in the sidebar. This will add a collection of 9 different observations into your report.
By default, the metrics included in the Executive Summary are:
For more information on the definition and formula of these metrics, view our KPI Glossary.
Adding a section break to your report creates a new section with a new title. Adding a section break is not the same as adding a page break as more than one section may be on a single page in a PDF report.
Instead, sections are meant as an easy way to organise your report and they can be moved around and re-ordered with the ‘Outline’ option of the Report Editor.
When you hover over a section title in a report, you’re able to:
To learn about sections in more detail, arranging them, and using sections to organise your report, please see our ‘Outline & Organise your Fathom report’ article.
Now that you've learned about the different text components 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 add charts and visual elements to 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