Contents:


Organising your report

The Report Editor enables you to manage the structure of your report by separating your report into various sections. You can then manage all of your sections from the ‘Outline’ tab in the sidebar, located at the top of the left sidebar in the Report Editor.

In the 'Outline' tab, you are able to:

💡Pro Tip: To learn how to rearrange, re-size, and organise reporting components within a section, please see our ‘Using the Report Editor’ article.


Adding new sections

There are three ways to add new sections to your report

  1. In the ‘Outline’ tab in the sidebar, select ‘Add section’.

  2. Scroll to the bottom of your report, and click ‘Add another section’.

  3. In the ‘Text’ tab of the sidebar, select ‘Section break’


Duplicating sections

In the Report Editor, you're able to duplicate entire sections in your report. This will create an exact copy of the section directly below. All components within that section will be duplicated.

There are two ways to duplicate sections in your report

  1. In the ‘Outline’ tab in the sidebar, hover your mouse on a section and click the ‘Duplicate’ icon

  2. Hover over an existing section heading in your report, and select the ‘Three dot’ icon. From the drop down menu that appears, select ‘Duplicate’.


Reorder sections

In the ‘Outline’ tab in the sidebar, drag and drop sections where you want them by using the ‘Grid’ icon on the left side of any section.

The grid icon becomes available when you hover your mouse over the section name.


Customising a section’s appearance

Changing page orientation

You can easily switch your sections between portrait and landscape. There are two ways to change a section’s page orientation.

  1. In the ‘Outline’ tab, hover over the section and select the ‘Three dot’ icon. You will have the ability to switch between portrait and landscape.

  2. In your report, hover your mouse over a section heading. Click on the current orientation (Portrait or Landscape) to switch between the two.


Outline components in a section

You can edit a section so that all of the reporting components within that section are boxed with a thin black outline. There are two ways to add outlines to reporting components.

  1. In the ‘Outline’ tab, hover over the section and select the ‘Three dot’ icon. Turn on the ‘Outline components’ option.

  2. In your report, hover your mouse over a section heading. Select the ‘Three dot’ icon that appears to the right of the section title. From the drop down menu, turn on the ‘Outline components’ option.


Shade the background of a section

You can edit a section so it is shaded in light grey. This can help emphasize the start of a new section or help the reporting components stand out in the section if they are outlined.

There are two ways to shade a section.

  1. In the ‘Outline’ tab, hover over the section and select the ‘Three dot’ icon. Turn on the ‘Shade background’ option or

  2. In your report, hover your mouse over a section heading. Select the ‘Three dot’ icon that appears to the right of the section title. From the drop down menu, turn on the ‘Shade background’ option.


Next steps

Now that you've learned about sections and organising your Fathom report, choose to learn about one of the other areas of reporting to continue creating your custom report:

What you want to do next:

Where to go next:

Want to add financial statements and/or other tables to your report?

Want to add commentary and other text options to your report?

Want to add charts and visual elements to your report?

Want to add several charts and tables or some of the Analysis tools with page layouts?

Ready to white label or add a logo to your report?

Or is your report complete and ready to be shared or turned into a re-usable template to generate scheduled reports?

What you want to do:

Where to go next:

Share your reports with others or enable them to comment on reports

Turn your report into a custom template to generate future reports from

Invite others into your Fathom account to share insights


Additional knowledge & common questions:

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