Templates are useful if you wish to save a specific report for reuse. Templates can be used within a single company, or shared across the whole organisation.
Templates can also be used to create reports for a group of related companies in a consolidated group, or a benchmark group. This is particularly useful for multi-entity and franchise groups.
Types of Templates
There are two types of templates within the Reports Centre.
Custom templates are specific to you or your organisation. These are templates which either you have created or another member of your organisation has created.
Predefined templates are report templates created by Fathom. It is not possible to edit a predefined template, or add new predefined templates.
Predefined templates are a great place to start when creating your own report or custom template.
Creating a Custom Template
Under the Templates section, select 'Custom' and click 'Create template'. Choose a name for the template, and choose a set of data to design this template.
❗ Note: This data is only used to design the template; you will be able to choose whichever data set you'd like whenever you create a report from the template in the future.
Next, you can choose a landscape or portrait orientation. This will influence the orientation of the first page of the template.
❗ Note: Once your template is created, you will be able to change the orientation of a page at any time.
Creating a report using a template
To create a report using a template, click ‘Create Report’ in the Reports Centre. From here, choose ‘use a template’ and then select a template from the drop-down menu.
Another way to achieve this is to go to the ‘Templates’ section, hover over the desired template and click ‘create a report’.
Creating a report for multiple companies
Templates shared with 'All companies and groups' can be found under the 'Other templates' heading in Custom Templates. Click 'Create a report' to quickly generate reports for one or more companies.
Using an existing template to create a new template
To use an existing template as a base for creating a new template, click the overflow menu next to the template (3 horizontal dots) and select 'Create custom template'. The duplicated template can then be tailored. It is possible to duplicate both predefined, and custom templates.
Editing a template
If you edit a template which is shared with or used by other companies in your account, then any changes will impact the reports created using this template for these companies also.
Using the overflow menu, you can select a range of options for a custom template. The 'template sharing' settings allow you to select who can see, edit and use custom templates. These settings can be found when hovering over the custom template and selecting 'template sharing' from the overflow menu.
Sharing a template with other companies
Custom templates can be shared with other companies in your Fathom account, by clicking the overflow menu next to the template (3 horizontal dots) and selecting 'edit template sharing'). From here, you may select to share the template with 'all companies and groups' or only certain benchmarking groups of companies.
Which users can edit custom templates?
The ability to edit each template can be restricted to certain groups of users, by clicking the overflow menu next to the template (3 horizontal dots) and selecting 'edit template sharing'):
- Just me (only available for the creator of this template).
- Only 'admin' users
- Only 'editor' and 'admin' users
- All users
Renaming a custom template
After you've created a custom template, you are able to change the name of a template as it appears in the Report Centre.
To do so:
- Hover your mouse over the custom template and 'Edit' the template. Acknowledge the warnings in the subsequent window, and proceed to edit the template.
- Once inside the Report Editor, click 'Settings' (cog icon) at the bottom of the menu bar on the left of the screen.
- In the subsequent Properties panel, type in the name of the custom template in the 'Template Name' field as you would like it to appear in the Report Centre.
❗Note: Renaming a template this way will only affect how it appears in the Report Centre, and not the name of the actual report.
You can see this in the example below: The name of the report is 'Monthly Performance Report', but the name of the template (as appears in the Report Centre) is changed from 'Untitled Report' to 'My Custom Template'.