Reporting

Creating, downloading, customising, scheduling, and sharing reports in Fathom

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20 articles in this collection
Written by Samantha McGanney, Jessica Miller, Calen Olesen and 2 others

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Getting Started with Reporting in Fathom

Create and manage reports and use templates to schedule future reports

Written by Jessica Miller
Updated over a week ago

Creating a report

Excel Reports

Select from a wide range of predefined Excel reports to download from Fathom

Written by Tom Bilton
Updated over a week ago

Creating a Report in Fathom

Create a custom Fathom report from scratch or from a template

Written by Tom Bilton
Updated over a week ago

Editing a report

Using the Report Editor

Create custom reports in Fathom and edit predefined templates

Written by Jessica Miller
Updated over a week ago

Financial Statements & Tables in Reports

Customize your Profit & Loss, Balance Sheet, and Cash Flow Statement in Fathom reports and report on your KPIs with tables

Written by Pamela Salunga
Updated this week

Creating a Custom Financial Statement

Customizing a Profit & Loss or Income Statement, Balance Sheet, or Cash Flow Statement

Written by Calen Olesen
Updated over a week ago

Adding Charts to a Report

Use line, bar, area, pie, breakdown, scatterplot, and key numbers charts to customize your Fathom report

Written by Pamela Salunga
Updated over a week ago

Text & Commentary

Include your own custom text and commentary in reports

Written by Tom Bilton
Updated over a week ago

Outline & organise a Fathom report

Create, organize, and navigate components and sections in a custom Fathom report

Written by Calen Olesen
Updated over a week ago

Using Layouts

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

Written by Tom Bilton
Updated over a week ago

Brand or white label your report

Add a custom background image and a company or organization logo to your report

Written by Jessica Miller
Updated over a week ago

Scaling & automating

Templates

Managing custom and predefined templates in the Report Centre

Written by Pamela Salunga
Updated over a week ago

Schedule Reports

Automatically create reports from your custom templates every month using a report schedule

Written by Jessica Miller
Updated over a week ago

Sharing reports

Publish and share custom Fathom reports with other users or companies

Written by Calen Olesen
Updated over a week ago

FAQs

Why do the numbers in my PDF report not match the online version?

Some values may be rounded due to space limitations in a PDF report

Written by Calen Olesen
Updated over a week ago

How do I add a logo to my report?

Add your own organisations logo or clients logo to a report

Written by Calen Olesen
Updated over a week ago

Can I export a table to Excel?

Learn how to export your data out of Fathom and into Excel. Export financial tables, KPIs, divisions, budgets, and more.

Written by Calen Olesen
Updated over a week ago

How can I change the ending month for a YTD report?

Find out how to select the month-end period for viewing quarter to date (QTD) and year to date (YTD) results.

Written by Samantha McGanney
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

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