Reporting on divisions
Once you have imported divisions for your company, Fathom enables you to report on divisional data in several ways:
Filter Trend charts by division
When creating Trend charts in Fathom reports, you are able to filter any metric by division. To do so,
If you've imported divisional data for your company in Fathom, you're able to add the Breakdown tool as a chart to a report.
Filter financial statements by individual division
When adding a Financial Statement to a custom Fathom report, you are able to filter the entire statement by division. This is available for your Profit & Loss or Income Statement, Balance Sheet, and Cash Flow Statement.
To do so,
💡Pro Tip: Tick the checkbox to ‘Allow report viewers to export to Excel’. This enables anyone viewing the online report to download the table in Excel format.
Financial statements broken up by divisions
The 'Financials by Division' table provides a side-by-side breakdown of your division results in a single financial statement. Each column represents a set of financials for each separate division.
To add this table to a custom Fathom report,
💡Pro Tip: To remove the 'Unclassified' column if you have financials not assigned to any particular division, uncheck the 'Show other column' option in the table's Properties menu. You can access the table's Properties menu by hovering over it and selecting the green 'Pencil' icon that appears in the top right corner of the table.
Excel export of the divisional results
The Division Summary is also available as an Excel report. You can download this report for your P&L and Balance sheet from ‘Reports > Excel Reports > Financial results by Division’.
Congratulations on completing the 'Using Divisions Workflow'! Now you can learn about the other areas of Fathom. Choose from the options below for your next step.
What you want to do:
Where to go next:
Invite others into your Fathom account to share insights
Analyse the company's performance with the Analysis tools
Create reports for your company
Begin forecasting in Fathom
Ready to consolidate your companies or create a benchmark group?
Need to add another company to your Fathom account?