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PDF Settings for Reports
PDF Settings for Reports

How to customise the PDF version of your Fathom reports.

Updated over 3 weeks ago

Within Fathom you can download PDF versions of both Pro and Summary Reports.
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Pro Reports

Fathom’s Pro Reports can be viewed and shared both as online and PDF versions. You can configure different presentation settings for each of them.

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To update a report’s PDF print settings:

  1. Within the Pro Report editor,

  2. Hover at the top of the report and select Edit Header

  3. In the menu that opens to the right of the screen, select Print at the top.

  4. You can adjust the following settings:

    1. Cover page orientation - switch between portrait and landscape

    2. Header – update the alignment and colour of your title text

    3. Background fill – fill the cover page with a colour or an image and set it to fill either full-page or half-page.

    4. Logo – include either no logo, the Fathom logo, the company’s logo, or your organisation’s logo.

      📝 Note: For the background image fill, we accept .jpg .png or .svg file types. The dimensions for your background image will depend on whether your paper size is set to 'A4' or US 'Letter' under Report defaults in the Organisation Settings.

      Full-page fill:

      A4: 297mm x 210mm

      Letter: 279mm x 216mm

      Half-page fill:

      A4: 148mm x 210mm

      Letter: 140mm x 216mm

  5. The other options you can choose to display are:

    1. The date the report is published

    2. A ‘Table of Contents’ page, with a list of all the report’s sections and their page numbers

    3. Page numbers in the bottom right corner

    4. A customised footer - you can use ‘Company Name’ and ‘Period Name’ as text placeholders in the footer textbox.

  6. Once you have made your selections, click Apply changes to save.

💡Smart Tip: For more info on customising your online report see: Brand or white label your report.

Summary Reports

For Summary Reports the presentation of the PDF download will reflect the report settings you select within the report editor.

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To update a Summary Report’s settings:

  1. Within a Summary Report,

  2. Select the Cog/Gear icon in the bottom corner of the left sidebar, this will open the report settings to the right.

  3. From here you can:

    1. Update the report name

    2. Select whether to include a disclaimer statement

    3. Include your Organisation’s logo

  4. Click Apply changes.

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