Contents:
Introduction to the Report Editor
The 'Report Editor' enables you to create and edit reports and report templates.
Fathom's reports are viewable online or downloadable to PDF, giving you flexibility on how to present your reports to others.
Once you've customised your report using the Report Editor, you can save it as a template to easily re-use in the future, share with other companies, and schedule future reports.
How to use the Report Editor
With the Report Editor, you’re able to add components to a report and rearrange those components. You can find all of your components in the Content Library of the left sidebar.
The tabs in the Content Library enable you to add the following types of components to your report:
The ‘Outline’ tab allows you to easily rearrange, reorder, and edit entire sections of your report.
💡Pro Tip: Use the ‘Search’ feature (magnifying glass) in the sidebar to quickly search for components. Use the keyboard shortcut ‘/’ to search for components at any time.
Adding and editing components in your report
To add and/or edit a reporting component:
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Customising the layout of components
Once you've added components into your report, you can start to customise the design. You can easily:
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Bulk Actions for components
For increased efficiency, select multiple components to perform bulk actions by:
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Once you have selected multiple components, a bulk action menu will appear at the top of the screen and you will have options to:
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You can view the number of components selected in the top right of the screen. You can also choose to deselect all components.
Can I copy my own charts, graphs, or images into Fathom reports?
Right now, you're not able to add external charts or images to the Fathom reports. Everything in the reports must be created using Fathom components.
However, you have access to a range of custom text options, charts, and financial tables to help you create the report that you're looking for.
Preview the published version of a report
While viewing a draft report, you can switch to preview the published version of your report,
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Next steps
Now that you've learned the general functions of the Report Editor, you can learn more about each type of editing tool and reporting component more in depth. 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 financial statements and/or other tables to your report? | |
Want to add commentary and other text options to your report? | |
Want to add commentary and other text options to your report? | |
Want to add charts and visual elements to 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? |