Produce a professional consolidated report in Fathom before lunch

57
Mins

Overview

Pulling together group reports doesn't have to mean late nights and headaches from wrangling data.

Whether you're working with multi-currency entities, custom charts of accounts, or eliminations, creating a polished, professional consolidated report can be fast and flexible.

Join us for a practical session on how to create a consolidated report in Fathom that’s ready to impress the board (done well before Monday morning).

In this webinar, you'll learn:

- How to quickly build your first consolidated report using a sample template as your starting point

- Ways to handle multi-currency, eliminations, and KPIs without the usual spreadsheet stress

- How to layer in scenario planning visuals

- Tips to make your reports not just informative but beautiful, too

Plus, we’ll showcase the process live in Fathom, from setup to finished report, and wrap up with a Q&A to answer your specific questionsIf you’ve ever lost hours wrangling spreadsheets, this one’s for you.

Let’s make group reporting faster, clearer, and a whole lot easier.

In this webinar you'll learn

About your presenter
No items found.
Introducing AI Commentary Writer
Video
Introducing AI Commentary Writer
In this session, watch our first official Commentary Writer demo. See Business Context, Symbolic Attribution, and Report Context in Fathom.
Ask an Expert: Live with Roman Villard
Video
Ask an Expert: Live with Roman Villard
Roman Villard shares how he transforms heavy Excel models into simple, decision-ready forecasts in Fathom; the same approach he uses with SaaS and AI leaders navigating uncertain fundraising environments.
Ask an Expert: Live with Jason Blumer
Video
Ask an Expert: Live with Jason Blumer
Jason Blumer shares practical insights on how advisory firms can scale when client demand grows faster than team capacity.

Produce a professional consolidated report in Fathom before lunch

57
Mins
Overview

Pulling together group reports doesn't have to mean late nights and headaches from wrangling data.

Whether you're working with multi-currency entities, custom charts of accounts, or eliminations, creating a polished, professional consolidated report can be fast and flexible.

Join us for a practical session on how to create a consolidated report in Fathom that’s ready to impress the board (done well before Monday morning).

In this webinar, you'll learn:

- How to quickly build your first consolidated report using a sample template as your starting point

- Ways to handle multi-currency, eliminations, and KPIs without the usual spreadsheet stress

- How to layer in scenario planning visuals

- Tips to make your reports not just informative but beautiful, too

Plus, we’ll showcase the process live in Fathom, from setup to finished report, and wrap up with a Q&A to answer your specific questionsIf you’ve ever lost hours wrangling spreadsheets, this one’s for you.

Let’s make group reporting faster, clearer, and a whole lot easier.

In this webinar you’ll learn
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
No items found.
Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free