Within the Group Profile section of group Settings, you’ll find options to change a group's name, add a logo, update the default rates, and edit the exchange rates for multi-currency groups.

To update a group's name:

The terminology for a consolidated group determines the vocabulary used for the group in the reports, forecast, analysis tools, and settings. For example, a nonprofit consolidation may wish to use specific nonprofit terminology, such as 'Net Assets' instead of 'Equity'.

When you create your group, the terminology will be set based on the default terminology for your Fathom organisation.

You can change the terminology for the group by selecting from the dropdown menu highlighted above.

If you have specific industry, regional, or organisational reporting standards, you can also create a custom terminology to select for the group. Please see our 'Custom Terminology' article to learn more about the available terminologies and custom terminology creation.

You can add a group-specific logo by clicking on the green 'Upload logo' option.

Once uploaded, you can include the logo in group reports.

For more detailed information, please see: 'Upload your logo to Fathom'

You can set the default rates (i.e. tax rate, interest rate, and cost of capital) for your consolidated group. These rates are used in certain financial calculations within Fathom, for example, some of Fathom’s default KPIs.

You're also able to use these default rates as variables in custom Formula KPIs.

By default, Fathom will use exchange rates sourced from Open Exchange Rates to translate the financials for the multi-currency consolidated group.

If you’re working with a multi-currency consolidation, you can enter custom exchange rates by selecting the ‘Edit exchange rates' option to the right of the Presentation Currency heading.

For more information about our default exchange rates and how to customise exchange rates, please see: ‘Using Exchange Rates in Fathom’

For more information about the methodology Fathom uses to apply exchange rates to the underlying companies and translate their financial statements, please see our ‘Multi-currency Consolidation Methodology’ article.

Congratulations on setting up your group profile! Any decisions you make in your profile can be changed later on if needed.

Finish setting up your consolidated group for analysis, reporting, and forecasting by choosing from one of the next steps below:

Learn more