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Reporting
Reporting
Creating, downloading, customising, scheduling, and sharing reports in Fathom
+2
20 articles in this collection
Written by
Samantha McGanney,
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
Written by
Jessica Miller
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
Jessica Miller
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 this week
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
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
Jessica Miller
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
Jessica Miller
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
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
Jessica Miller
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
Jessica Miller
Updated over a week ago