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
Add a breakdown chart to your report
Filter financial statements by division
Add financial statement showing a side-by-side breakdown of your divisions

Filter Trend charts by division

When creating Trend charts in Fathom reports, you are able to filter any metric by division. To do so,

After adding a trend chart to a custom Fathom report, hover over the chart and select the green 'Pencil' icon that appears in the top right corner of the chart.
In the chart's Properties menu, select the 'Add or remove variables' option listed under 'Series'.
From this menu, you can select metrics, financials, and Chart of Accounts line items to add to the chart.
When you hover over a variable to add to the chart, a 'Select division' option will appear. Click on this to filter the metric to show the results for a specific division.

Breakdown chart

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.

In a custom Fathom report, select 'Charts' from the content library on the left sidebar
Choose a 'Breakdown by division' chart to add it to your 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,

In a custom Fathom report, select 'Tables & Financials' from the content library on the left sidebar
Click on the second bolded smart text filter option at the top of the menu that opens and ensure you're viewing the 'Financials' tables
Select a table from the 'Financials' options
Hover over the table and select the green 'Pencil' icon that appears in the top right corner of the table
In the table's Properties menu, use the dropdown menu under the 'Filter' section to select an individual division's financials to display

💡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,

Select the 'Tables & Financials' icon from the content library on the left sidebar
Click on the second bolded smart text filter at the top of the menu that opens
Select 'Financials by Divisions'
Select a table to add it to your 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’.

Next steps

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	Invite a New User into Fathom
Analyse the company's performance with the Analysis tools	Analysis Tools
Create reports for your company	The Report Centre
Begin forecasting in Fathom	Forecasting
Ready to consolidate your companies or create a benchmark group?	Prepare to Consolidate or Benchmark
Need to add another company to your Fathom account?	Go to the 'Getting Started Workflow'

Using Divisions in Reports

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