Contents
👋 Haven't started a trial with Fathom yet? Learn more about Fathom's financial reporting software & our cash flow forecasting software.
Types of Tables and Financial Statements
Fathom provides a range of customisable tables and financial statements to add to your Fathom reports. These include:
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💡 Pro Tip: If you want to report the financials for several companies in a consolidated group or the consolidated group totals, please see the 'Consolidated Group Reporting' article.
Adding a table or financial statement to a report
To add financial statements and metrics tables to a custom Fathom report,
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Financials tables
After adding a 'Financials' table to your report, double-click on the table or hover over it and select the green 'Pencil' icon. This will open the table's Properties menu.
You will see options to customise:
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💡Pro Tip: To change the terms used in a financial statement (e.g., 'Statement of Activities' instead of 'Profit & Loss', you'll want to change the terminology for the company or group.
Financial Trends
After adding a ‘Financial Trends’ table to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the table's 'Properties' panel where you can customise the:
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💡Pro Tip: To change the terms used in a financial statement (e.g., 'Statement of Activities' instead of 'Profit & Loss', you'll want to change the terminology for the company or group.
KPI and KPI Trends tables
KPI and KPI Trends tables are highly flexible, so there are two typical uses for KPI tables:
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Standard KPI Tables allow you to add a maximum of twelve custom comparative columns and choose from options like prior period results, budget or target, variance, YTD data, and other additional options.
Trended KPI Tables allow you to show up to 12 continuous periods of monthly KPI results and do not allow for variance columns.
💡Pro Tip: We recommend switching the section orientation to 'Landscape' when using a table with more 6 columns to prevent the rounding of values in the PDF version of a report.
Editing Options for a KPI Table
After adding a ‘KPI Table’ table to your report, double click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the table's 'Properties' panel where you can:
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💡Pro Tip: Accounts can be grouped under headings and subheadings in 'Step 3 - Chart of Accounts' in the company’s or group’s ‘Settings’.
Editing Options for Trended KPI Tables
After adding a ‘KPI Trends’ table to your report, double-click or hover over it and click on the green 'Pencil' icon.
You'll be able to access the table's 'Properties' panel where you can:
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💡Pro Tip: If you create a custom KPI table in a report, you can turn the report into a template to share the table with other companies in your Fathom organisation.
Next steps
Now that you've learned about the financial statements and tables available in a custom Fathom report and how they can be customised, choose to learn about one of the other areas of reporting to continue creating your custom report:
What you want to do next: | Where to go next: |
Want to add charts and visual elements to your report? | |
Want to add commentary and other text options to your report? | |
Want to organize your report? | |
Want to add several charts and tables or some of the Analysis tools with page layouts? |
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Ready to white label or add a logo to your report? |
Or is your report complete and ready to be shared or turned into a reusable template to generate scheduled reports?
What you want to do: | Where to go next: |
Share your reports with others or enable them to comment on reports | |
Turn your report into a custom template to generate future reports from | |
Invite others into your Fathom account to share insights |
Additional knowledge & common questions