Using the Report Centre

Create and manage your reports, schedules, and templates

Written by Ethan Cooney
Updated over a week ago

Reports

Creating draft and published reports with the Report Editor

Written by Ethan Cooney
Updated over a week ago

Templates

Managing custom and predefined templates in the Report Centre

Written by Ethan Cooney
Updated over a week ago

Schedule a report

Create an automated report schedule from a custom template

Written by Ethan Cooney
Updated over a week ago

Excel Reports

Download predefined Excel reports from Fathom

Written by Ethan Cooney
Updated over a week ago

Using the Report Editor

Customise components within your draft reports/custom templates

Written by Ethan Cooney
Updated over a week ago

Trend Charts

Create trend charts in your report

Written by Ethan Cooney
Updated over a week ago

Pie Charts

Create pie charts in your report

Written by Ethan Cooney
Updated over a week ago

Breakdown Charts

Create breakdown charts in your report

Written by Ethan Cooney
Updated over a week ago

Scatterplot (Benchmark) Charts

Creating scatterplot charts in your reports

Written by Ethan Cooney
Updated over a week ago

Financials & Data Tables

Creating Financial statements and custom data tables

Written by James Lin
Updated over a week ago

Text & Commentary

Add text boxes and commentary to reports

Written by Ethan Cooney
Updated over a week ago

Layouts

Adding pre-built layouts to reports

Written by Ethan Cooney
Updated over a week ago

White labelling your report

Add custom branding to your reports

Written by Millicent Flynn
Updated over a week ago