Editing Reports

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

16 articles in this collection
Written by James Lin, Bisong Tangban, Maryian Premadasa and 1 other

Report Editor

Using the Report Editor

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

Written by Jessica Miller
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 Jessica Miller
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 Jessica Miller
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 Jessica Miller
Updated over a week ago

Text

Text & Commentary

Learn how to include your own custom text and commentary in reports

Written by Maryian Premadasa
Updated over a week ago

Observations

Using observations to automate feedback within your reports

Written by Maryian Premadasa
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 Bisong Tangban
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 Maryian Premadasa
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 Jessica Miller
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 Jessica 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 Bisong Tangban
Updated over a week ago

Financial Trend Tables

Financial Trend tables allow you to show trended results for up to 12 periods for your P&L, Balance sheet or Cash flow statement.

Written by Bisong Tangban
Updated this week

KPI Tables and KPI Trends

Creating custom KPI tables and 12 month data grids

Written by Bisong Tangban
Updated over a week ago

Division Summary

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

Written by Bisong Tangban
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 Maryian Premadasa
Updated over a week ago