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What are layouts?

Layouts are pre-built collections of charts, tables, and analysis tools that help to streamline the process of building reports and templates.

They allow you to add a number of components to a page with a single click, thus saving you time in building out the pages of your report, while still allowing the flexibility to customise specific components on the page.

You can also choose to include some of the Analysis tools in your reports from the ‘Layouts’ tab. These include:


Adding a layout to your report

To add a page layout to a custom Fathom report:

  1. From the content library on the left side bar, choose the ‘Layouts’ option

  2. By default, you will see a range of Revenue layouts to select from, grouped by portrait or landscape orientation. Use the bolded smart text filter at the top to show the different layout types.

  3. Click a layout option to add it to a report or grab and drag it into the report.


Editing Layouts

Each layout includes a default mix of components intended to be a starting point for you to further customise.

Each component can be edited by double clicking the component or hovering over it and clicking the green ‘Pencil’ icon in the top right corner of the component.

For information on editing a specific component, please refer to the support article detailing the component type:


Reposition or resizing components

You can easily reposition components in your report by dragging and dropping them to the desired location.

To resize components:

  1. Hover your mouse over the component and an arrow will appear on the right and bottom border of the component.

  2. Drag this arrow to resize.

Note: Not all components can be resized and resizing is not free form. The component will automatically snap to 25%, 33%, 50%, 66%, 75%, or 100% of the page width or height.

For more detail on manipulating components in a report, view our dedicated guide on 'Using the Report Editor'.


Adding analysis tools or a KPI appendix to a report

There are a range of KPI Analysis tools and visualisations that you can add into your custom reports from the ‘Layouts’ tab.

  • KPI Summary - This is a visual depiction of the performance of your KPIs, also known as the KPI Explorer tool. It can be found in the ‘Layouts’ tab by clicking the bolded smart filter at the top of the tab and selecting to display the ‘KPI’ layouts.

  • KPI Results - A table of your KPIs results for the period. It can be found in the ‘Layouts’ tab by clicking the bolded smart filter at the top of the tab and selecting to display the ‘KPI’ layouts.

  • Breakeven Analysis - A full page version of Fathom’s ‘Profitability’ tool. It can be found in the ‘Layouts’ tab by clicking the bolded smart filter at the top of the tab and selecting to display the ‘Profitability’ layouts.

  • Cash Flow Analysis - You can add Fathom’s Cash Flow Analysis tool to your report from the ‘Layouts’ tab by clicking the bolded smart filter at the top of the tab and selecting to display the ‘Cash Flow’ layouts.

  • Growth Analysis - Add Fathom’s Growth Analysis tool to a custom report from the ‘Layouts’ tab by clicking the bolded smart filter at the top of the tab and selecting to display the ‘Growth’ layouts.

  • KPIs Explained - This is not an analysis tool, but a useful appendix page which details all of your active KPIs together with their results, formulas, and descriptions.

Note: Additionally, if the company is in a benchmark group, you may select the ‘Benchmarking’ layout under Revenue, Profitability, Cash flow and Growth metrics to insert a full-page visualisation of Fathom’s ‘Compare tool’ in your report.


Next steps

Now that you've learned about the different layouts available in a custom Fathom report and how they can be customised and used to efficiently add visualisations to your report, 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 commentary and other text options to your report?

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:

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