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, Maryian Premadasa, Jessica Miller 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 Pamela Salunga
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 Pamela Salunga
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 Pamela Salunga
Updated over a week ago

KPI Tables and KPI Trends

Creating custom KPI tables and 12 month data grids

Written by Pamela Salunga
Updated over a week ago

Division Summary

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

Written by Pamela Salunga
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