Go to Fathom
All Collections
Reporting

Reporting

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

James Lin avatar Jessica Miller avatar Calen Olesen avatar +2
22 articles in this collection
Written by James Lin, Jessica Miller, Calen Olesen and 2 others
Start here!

Getting Started with Reporting in Fathom

Create and manage reports and use templates to schedule future reports
Jessica Miller avatar
Written by Jessica Miller
Updated this week
Creating a report

Creating a Report in Fathom

Create a custom Fathom report from scratch or from a template
Tom Bilton avatar
Written by Tom Bilton
Updated this week

Excel Reports

Select from a wide range of predefined Excel reports to download from Fathom
Tom Bilton avatar
Written by Tom Bilton
Updated this week
Editing a report

Using the Report Editor

Create custom reports in Fathom and edit predefined templates
Jessica Miller avatar
Written by Jessica Miller
Updated this week

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
Pamela Salunga avatar
Written by Pamela Salunga
Updated this week

Adding Charts to a Report

Use line, bar, area, pie, breakdown, scatterplot, and key numbers charts to customize your Fathom report
Pamela Salunga avatar
Written by Pamela Salunga
Updated this week

Text & Commentary

Include your own custom text and commentary in reports
Tom Bilton avatar
Written by Tom Bilton
Updated this week

Outline & organise a Fathom report

Create, organize, and navigate components and sections in a custom Fathom report
Calen Olesen avatar
Written by Calen Olesen
Updated this week

Using Layouts

Save time creating your reports by quickly adding pre-built layouts of charts, graphs, and analysis tools into your reports.
Tom Bilton avatar
Written by Tom Bilton
Updated this week

Brand or white label your report

Add a custom background image and a company or organization logo to your report
Jessica Miller avatar
Written by Jessica Miller
Updated this week
Scaling & automating

Templates

Managing custom and predefined templates in the Report Centre
Pamela Salunga avatar
Written by Pamela Salunga
Updated this week

Schedule Reports

Automatically create reports from your custom templates every month using a report schedule
Jessica Miller avatar
Written by Jessica Miller
Updated this week
Publishing & sharing reports

Sharing reports

Publish and share custom Fathom reports with other users or companies
Calen Olesen avatar
Written by Calen Olesen
Updated this week
FAQs

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.
Jessica Miller avatar
Written by Jessica Miller
Updated this week

Add or remove a Disclaimer Statement

Learn how to include or remove a disclaimer statement (Basis of Preparation page) for your PDF reports
Jessica Miller avatar
Written by Jessica Miller
Updated this week
Articles to be archived

KPI Tables and KPI Trends

Pamela Salunga avatar
Written by Pamela Salunga
Updated this week

Observations

Tom Bilton avatar
Written by Tom Bilton
Updated this week

Financial Trend Tables

Pamela Salunga avatar
Written by Pamela Salunga
Updated this week

Scatterplot (Benchmark) Charts

Jessica Miller avatar
Written by Jessica Miller
Updated this week

Breakdown Charts

Jessica Miller avatar
Written by Jessica Miller
Updated this week

Pie Charts

Tom Bilton avatar
Written by Tom Bilton
Updated this week

Key Numbers

James Lin avatar
Written by James Lin
Updated this week