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Reporting
Reporting
Creating, downloading, customising, scheduling, and sharing reports in Fathom
+2
21 articles in this collection
Written by
Samantha McGanney,
Calen Olesen,
Pamela Salunga
and 2 others
Start here!
Getting Started with Reporting in Fathom
Create and manage reports and use templates to schedule future reports
Written by
Stian Horne
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
Stian Horne
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 over a week ago
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 in Reports
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
Stian Horne
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
Stian Horne
Updated over a week ago
Publishing & sharing reports
Sharing reports
Publish and share custom Fathom reports with other users or companies
Written by
Calen Olesen
Updated over a week ago
Copying custom KPI tables between companies or groups
Line items in custom KPI tables shared across companies or groups will be matched according to specific criteria
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
Stian Horne
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
Stian Horne
Updated over a week ago