You can include a summarised version of your Profit & Loss and Balance Sheet within Summary Reports, accessible to companies on a Fathom Pro or a Portfolio plan.

For companies on a Fathom Pro plan, you can view your Profit & Loss Statement, Balance Sheet and Statement of Cash Flows within the Fathom Analysis tools, in Pro Reports, both online and as a PDF, and via an Excel download.

Within 'Analysis', select the ‘Financials’ icon from the left-hand navigation bar.

You can use each of the drop-downs to customise the financial statement you’d like to view. 

The period selector in the top right-hand corner of the analysis screen allows you to choose the date range of data you would like to look at. 

You can choose to view each of the statements in summary or detailed form. Selecting ‘Detailed’ from the dropdown will expand all custom headings and subheadings created in 'Chart of Accounts'.

You're also able to change the comparatives between ‘Budget’, ‘Last month’ and ‘Same month last year’. The variance in $ and % will automatically adjust against any of the selected comparatives. 

Companies on a Fathom Pro plan can access Pro Reports. To add a financial statement to a Pro Report, navigate to a draft report or a newly created template, and click on the 'Tables & Financials' icon in the left-hand sidebar of the Report Editor.

You can add your Profit & Loss, Balance Sheet and Cash Flow Statement in several different table formats, including general financial statements, financial trends, and financial snippets: Financial Statements & Tables in a Report

For companies on a Fathom Pro plan, you can easily export your financial statements to Excel. To do so, navigate to the Report Centre and select the Excel icon on the left sidebar. From here, you can download several reports, including ‘Financial Results’, which contains your Balance Sheet and Profit & Loss: Excel Reports

When you download an Excel report, you will be prompted to select the period you would like to view. 

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