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Editing Reports

Editing Reports

Editing text, charts/graphs, and tables to customise your own reports

Daniel Walls avatar James Erving avatar James Lin avatar +1
13 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 1 other

Division Summary

Side by side tracking categories, classes, jobs, or departments for your financial statements
James Erving avatar
Written by James Erving
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.
James Erving avatar
Written by James Erving
Updated over a week ago
Report Editor

Using the Report Editor

Customise components within your draft reports/custom templates
James Lin avatar
Written by James Lin
Updated over a week ago

Print Settings

Fathom reports can be viewed both online, and as a downloadable PDF. Learn how to customise the settings for the PDF report presentation.
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

White labelling your report

Personalise your reports for clients or for your own business by adding a custom background image and organisation logo
James Lin avatar
Written by James Lin
Updated over a week ago

Using the content library

Fully customise your reports by adding new text boxes, charts, tables and financials, pre-built layouts and more from our content library.
Daniel Walls avatar
Written by Daniel Walls
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.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago
Charts

Trend Charts

Visualise the performance of your business over time for key metrics, by adding a trend chart to your reports.
Allanah Miller avatar
Written by Allanah Miller
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.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Breakdown Charts

Break down the performance of multiple divisions or entities in your reports by adding a breakdown chart.
Allanah Miller avatar
Written by Allanah 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.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago
Tables & Financials

Financials & Data Tables

Customise your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement within your Fathom reports
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
Updated over a week ago