Editing Reports

Everything you need to know about customising your Fathom reports using text, charts/graphs, and tables

14 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 1 other

Report Editor

Using the Report Editor

Learn how to customise components within your draft reports/custom templates

Written by James Lin
Updated over a week ago

Print Settings for Reports (PDF)

Fathom reports can be viewed both online, and as a downloadable PDF. Learn how to customise the settings for the PDF report presentation.

Written by Daniel Walls
Updated over a week ago

Brand or white label your report

Personalise your reports for clients or for your own business by adding a custom background image and organisation logo

Written by James Lin
Updated over a week ago

Add or remove a Disclaimer Statement

Learn how to include or remove a disclaimer statement (Basis of Preparation page) for your PDF reports

Written by James Lin
Updated over a week ago

Text

Text & Commentary

Want to include your own custom text in reports? Add custom text boxes, or automate commentary based on performance.

Written by James Lin
Updated over a week ago

Charts

Key Numbers

Highlight important metrics in your reports by including them as key numbers

Written by James Lin
Updated over a week ago

Trend Charts

Visualise the performance of your business over time for key metrics, by adding a trend chart to your reports.

Written by James Lin
Updated over a week ago

Pie Charts

Hungry for data? Clearly visualise the proportions of metrics in your reports by adding a pie or donut chart.

Written by James Lin
Updated over a week ago

Breakdown Charts

Break down the performance of multiple divisions or entities in your reports by adding a breakdown chart.

Written by James Lin
Updated over a week ago

Scatterplot (Benchmark) Charts

Easily compare the performance of multiple clients, companies, or franchisees by adding a scatterplot chart to your reports.

Written by Allanah Miller
Updated over a week ago

Tables & Financials

Financial Statements in reports

Customise your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement within your Fathom reports

Written by James Lin
Updated over a week ago

KPI Tables

Looking to customise both columns and rows for tables in Fathom reports? Learn how to achieve this by using KPI tables.

Written by James Erving
Updated over a week ago

Division Summary

Side by side tracking categories, classes, jobs, or departments for your financial statements

Written by James Erving
Updated over a week ago

Layouts

Using Layouts

Save time creating your reports by quickly adding pre-built layouts of charts, graphs, and other visualisations into your reports.

Written by James Lin
Updated over a week ago