How to use templates
Templates are useful if you wish to save a specific report for reuse. Templates can be used within a single company or shared across companies and groups in a Fathom account.
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 - 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 - Predefined templates are report templates created by Fathom. It is not possible to edit a predefined template, or add new predefined templates.
You are able to edit a report created from a predefined template and predefined templates are a great place to start when creating your own report or a custom template.
Creating a Custom Template
You are able to create a custom template:
Creating a template from scratch
To create a template from scratch,
Creating a template from an existing report
To create a custom template from an existing report,
You’ll now be able to find the template under the ‘Custom’ templates section in the Report Centre.
Using templates to create reports and other templates
To create a report using a template, you can hover over the template and select the ‘Create Report’ option.
For more detailed instructions on creating reports from templates, please see our ‘Creating Reports in Fathom’ article.
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, go to the ‘Predefined’ or ‘Custom’ templates sections of the Report Centre.
The duplicated template can then be tailored. It is possible to duplicate both predefined and custom templates.
Editing a template
❗Note: If you edit a template which is shared with or used by other companies in your account, then any changes will impact the template shared to other companies.
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 change a template's name,
❗Note: Renaming a template will only affect how it appears in the Report Centre, and not the name of the actual report.
Which users can edit custom templates?
The ability to edit each template can be restricted to certain groups of users.
Sharing a template with other companies
Custom templates can be shared with other companies in your Fathom account.
Congratulations on learning about templates! Now you can create reports from templates and schedule future reports to be generated from custom templates. Choose from the options below for your next step:
What you want to do:
Where to go next:
Share your reports with others or enable them to comment on reports
Schedule future reports to be created automatically
Invite others into your Fathom account to share insights
Create custom reports for your company
Download an Excel Report