Fathom

Reports

Get Started with Reporting

Reporting Overview Video

Reporting on rolling 12-months and financial years

Top Tip for Pro Reports

Start here!

Create a Fathom Pro Report from scratch or from a template

Create a Custom Report in Fathom

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

Excel Reports

Share your observations from the Insights Dashboard

Summary Reports

Create a report

Create custom reports in Fathom and edit predefined templates

Use the Report Editor

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

Financial Statements & Tables in Reports

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

Create a Custom Financial Statement

Report on aged debtors and creditors in Fathom

Aged AR & AP Reports

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

Add Charts to a Report

Include your own custom text and commentary in reports

Text & Commentary in Reports

Create, organise, 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.

Use Layouts

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

Brand or white label your report

Edit 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

Use templates & schedules to automate and scale your reporting

Scale & automate

How to share your Fathom reports, including with other users or companies

Share reports

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

Copy custom KPI tables between companies or groups

Publish & share reports

Add your own organisations logo or clients logo to a report

How do I add a logo to my report?

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?

Export your table or financial statement in a report from Fathom to Excel

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.

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

How to customise the PDF version of your Fathom reports.

PDF Settings for Reports

Learn how to include or remove a disclaimer statement (Basis of Preparation page) for your PDF reports

Add or remove a Disclaimer Statement

You can quickly undo or redo changes you've made in a Fathom report

FAQ: Undo / Redo Button

Reports FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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