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Reporting Overview Video
Reporting Overview Video

Video training for Fathom's Reports area

Updated over a week ago

The Reporting Overview video covers the features in 'Reports'. The 'Reports' area of Fathom is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can generate Summary Reports. They can also be upgraded to Fathom Pro at any time.

Example: You can download a copy of the report created in the overview video at the bottom of this article.


In addition to the above video, Admin and Advisor/Editor level users can access training videos in 'Reports' for companies on a Fathom Pro plan.

πŸ’‘Smart Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Reporting Checklist steps within Fathom. Launch the Reporting Checklist.


Learn more:

Download the report created in the overview video:

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