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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:
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When viewing a published report, you will see the Cloud icon below the financial statement or table to download the table to Excel.
💡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