Reporting on divisions
Once you have imported divisions for your company, Fathom enables you to report on divisional data in several ways:
Charts & Commentary
Tables & Financial Statements
Filter Trend charts by division
When creating Trend charts in Fathom reports, you can filter any metric by division. To do so,
💡Pro Tip: If you have imported budget data for your divisions, you can select the ‘Three dots’ icon next to a metric in the ‘Series’ section of the chart’s Properties menu. If a metric has budget data, you can check the ‘Budget’ option to add a budget line to the chart.
If you've imported divisional data for your company in Fathom, you can add the Breakdown tool as a chart to a report.
Key Number Charts & Observations
Filter financial statements by individual division
When adding a Financial Statement to a custom Fathom report, you can 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.
Actuals v Budget for divisions
If your company is sourced from Xero or QuickBooks Online, you can import divisional budgets into Fathom.
To show actuals and budget variance for a division,
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 in the top right corner.
KPI & KPI Trends tables filtered by division
If you add a KPI or KPI Trends table to your report, you can filter the table to display divisional results.
📝 Note: Double-filtered KPI results will display nil or 0 results. Results become double-filtered if you have added a KPI to the table with divisional data (e.g. a Tracking KPI or a Formula KPI that contains divisional data) and filtered the table by division as well. You must either choose a KPI without divisional data or not filter the table by division for results to not be double-filtered.
Excel reports by division
You can download an Excel report of your financial and budget 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?
Additional knowledge & common questions