Smart Reporting powered by Fathom FAQs

Learn the answers to frequently asked questions about Smart Reporting from Fathom.

Evaluate your business performance, monitor trends, and identify improvement opportunities with Smart Reporting powered by Fathom.

Note: Want to use this feature? You can upgrade to QuickBooks Online Advanced.

About Smart Reporting #

What is Smart Reporting powered by Fathom? #

What data can I import to Smart Reporting #

What are the system requirements? #

Are there component types in Smart Reporting that I need? #

Are there reports that Smart Reporting doesn’t accommodate? #

Can I do Financial Statement forecasting for my business? #

Can I do Cash Flow Forecasting? #

Tools available in Smart Reporting #

What does the Trend tool do? #

What does the Goalseek tool do? #

What does the Cashflow tool do? #

What does the KPI’s tool do? #

What are the Type of KPI’s I can create? #

Other questions about Smart Reporting #

What are the available metrics for Custom reporting? #

What Periods of data does Smart Reporting use? #

What is the difference between transactional and summary-level data? #

What if I have Multiple Companies, can I consolidate these in Smart Reporting? #

How can I set up my Chart of Accounts for Smart Reporting? #

How is my business year defined in Smart Reporting? #

How are Excel reports presented? #

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