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Can I export a table to Excel?

Export your table or financial statement in a report from Fathom to Excel

Updated over 2 months ago

Pro Reports are included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can generate Summary Reports. They can also be upgraded to Fathom Pro at any time.

Export tables in a report to Excel

It is possible to export any data tables or financials from a Pro report in Fathom to Excel. Pro reports are created in the 'Reports' area of Fathom and accessible to companies on a Fathom Pro plan.

Turning on this option enables any user with permission to view the published Pro report to export the table to Excel. 

To enable tables in a report to be downloaded to Excel:

  1. In a Pro report, hover over the financial statement or table
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  2. Click the green Pencil icon
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  3. In the Properties Panel, scroll down and check the option to 'Allow report viewers to export to Excel'

When viewing a published report, you will see the Cloud icon below the financial statement or table to download the table to Excel.
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💡Smart Tip: To download every table in a Pro report to Excel, click the Cloud icon in the lower-left corner of the report. Then click 'Export tables & financials to Excel.' This will export all tables with Excel export enabled. Each table will be on a separate tab in the exported Excel document.

Excel Reports

Several default Excel reports can also be downloaded from the Reports Centre, which is located under Excel Reports on the left sidebar of the Reports area. 

Learn more

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