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Reporting Overview Video

Video training for Fathom's Reports area

Updated over 2 weeks 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.

πŸ’‘ Smart Tip: The video above went over our Top Tip for Pro Reports, but make sure you didn't miss it!

πŸ’‘ Smart Tip: You can also add external images or PDF files to Pro reports and generate commentary with the Commentary Writer.


More reporting videos

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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