Fathom

Stian Horne

Calen Olesen

Samantha McGanney

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

Reporting

Create and manage reports and use templates to schedule future reports

Getting Started with Reporting in Fathom

Video training for Fathom's Reporting tool

Reporting Overview Video

Start here!

Create a custom Fathom report from scratch or from a template

Creating a Report in Fathom

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

Excel Reports

Tom Bilton

Creating a report

Create custom reports in Fathom and edit predefined templates

Using the Report Editor

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

Financial Statements & Tables in Reports

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

Creating a Custom Financial Statement

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

Adding Charts to a Report

Include your own custom text and commentary in reports

Text & Commentary in Reports

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

Outline & organise a Fathom report

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

Using Layouts

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

Brand or white label your report

Pamela Salunga

Editing a report

Managing custom and predefined templates in the Report Centre

Templates

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

Schedule Reports

Scaling & automating

Publish and share custom Fathom reports with other users or companies

Sharing reports

Line items in custom KPI tables shared across companies or groups will be matched according to specific criteria

Copying custom KPI tables between companies or groups

Publishing & sharing reports

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

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

Add your own organisations logo or clients logo to a report

How do I add a logo to my report?

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

Can I export a table to Excel?

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

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

Fathom reports can be viewed both online, and as a downloadable PDF. Learn how to customise the settings for the PDF report presentation.

Print Settings for Reports (PDF)