Reporting

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

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21 articles in this collection
Written by Samantha McGanney, Calen Olesen, Pamela Salunga 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 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

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