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KPI Table sharing

With report templates, KPI tables and custom financial statements can be shared across companies and groups.

If you have a KPI or KPI Trends table in a report template that you've shared with another company or group in your organisation, the rows in the KPI table will be matched up between the companies or groups.

Matching KPIs in a table

KPIs in a shared KPI table will be matched automatically if they are default financial KPIs.

If you have created a custom KPI and added it to a KPI table, the custom KPI will only be matched if:

The custom KPI has been added to the KPI Library
The custom KPI has been added to the company or group the report template is shared with from the KPI Library
1. Go to 'Step 4 - KPIs' in the Settings for each company or group the report template has been shared with
2. Select 'Create KPI'
3. Choose 'KPI Library'
4. Select the custom KPI that you added to the KPI Library
📝Note: Only 'Administrator' level users can add KPIs to the KPI Library

If the custom KPI has been added to the KPI Library and each company or group using the shared report template, then the rows in the KPI table will match and the custom KPI will be shown in the table across all companies and groups.

Matching Chart of Accounts line items in a table

Chart of Accounts line items will only be matched if they are on the same financial statement (i.e. Profit & Loss, Balance Sheet, Statement of Cash Flows). Accounts, subheadings, and headings will primarily be matched according to name.

Name matching is not case-sensitive unless there are multiple potential matching line items.

Name matching does not consider white space on either side of a name; however, white space in the middle of a name is taken into consideration.

💡Pro Tip: If there is more than one potential match for a line item (e.g. multiple 'Amortisation' accounts), then other factors are considered as well, such as account code, classification, and case-sensitive name matching. If a row is not matching to the account or heading you would expect, then please reach out to our support team via the messenger icon or via email at support@fathomhq.com.

Line items do not have the same name

If there are two line items you want to match but do not have the same name, there are a few solutions.

If the name of an account is not the same as another account, consider changing the name in the source accounting system (i.e. Xero, QuickBooks, MYOB) so the names match exactly. Account names cannot be changed in Fathom.

💡Pro Tip: If the name of a heading or subheading does not match, then you can edit the heading or subheading name in 'Step 3 - Chart of Accounts'.
If you cannot or do not want to change the account's name in the source accounting system, you can create a heading with the same name instead. Accounts and headings or subheadings with the same name will be matched with one another.

Example: Company A has an 'Amortisation' account while Company B is based in the US and has an 'Amortization' account with the American spelling. You can create a heading in 'Step 3 - Chart of Accounts' for Company B. Name the heading 'Amortisation' and nest the 'Amortization' account underneath it. The 'Amortisation' account will be matched with the 'Amortisation' heading.

📝Note: If you've updated or created a heading in the Chart of Accounts, then report templates will updated with the new heading; however, reports created from templates will not update and will have to be re-created from a template or saved as a template to reflect the heading changes.
If you do not want to use a heading, then you can also create a Library KPI to get the non-matching account values to display.
1. Select the ‘Cog/Gear’ icon in the upper right corner of the ‘My Companies’ page
2. Choose ‘KPI Library’
3. Select ‘+Add a KPI’
4. Choose ‘Formula’
5. Name the KPI (this will be the row name in the report)
6. Create a formula that combines the accounts from both companies. Just under the search in the formula builder, there is a company selector. If you have an ‘Amortisation’ account in one company and an ‘Amortization’ account in another, then the formula would be:
  
  ‘Amortisation’ (Company A) + ‘Amortization’ (Company B)
7. Create the custom KPI
8. Add the custom KPI to the companies in ‘Step 4 - KPIs’ of the company's Settings
9. Edit the report template and add the custom KPI to the KPI table.
  
  When you create a report for one of the companies, the KPI will only show the values for the company generating that specific report.

If you do not want to use the above solutions, you can duplicate the shared template and edit it so the row in the KPI Table references the Chart of Accounts line item you need. Do not edit the shared template as that will edit the template for all of the companies or groups using it. Edit the table in the duplicated template.

📝Note: Editing a template will only edit the template for other companies if it is a shared template. If the template has simply been copied from one company to another, it is not shared. When you go to edit a template, a warning will mention the number of companies or groups sharing that template.

Rows do not have a match

The rows in the KPI tables will be matched between the companies or groups. If any rows do not have a match, the table will still display in the report. The non-matching rows will simply be hidden from view.

To identify any non-matching rows,

Hover over the table in the report and select the green 'Pencil' icon
In the table's Properties menu, select 'Rows'
Any unmatched rows will be highlighted in red.

If a row should have a match and does not, ensure:

All custom KPIs in the table have been added to the KPI Library and the company or group the report has been shared with
Chart of Accounts line items that should be matching have the same name

If the above steps do not work, then please reach out to our support team via the messenger icon or via email at support@fathomhq.com.

Additional knowledge & common questions: