Contents:
Accessing reports
You can access 'Reports' from the 'My Companies' screen in Fathom. Hover your mouse over a company or group, and click the 'Reports' icon.
If you only have a single company uploaded to Fathom, click the large 'Reports' tile located below your company.
The 'Report Centre' allows you to manage all reports and templates for a single company or group. You will have access to:
|
Training videos
Everyone can watch an 18-minute Reporting Overview Video to learn about reporting in Fathom.
Admin and Advisor level users can access additional training videos from the left sidebar in 'Reports'.
Next steps
What you want to do: | Where to go next: |
Want to create a custom report in Fathom? | |
Download an Excel Report | |
Turn your report into a custom template to generate future reports from | |
Schedule future reports to be created automatically | |
Share your reports with others or enable them to comment on reports | |
Invite others into your Fathom account to share insights |