Schedules help automate the creation of reports you would produce on a recurring basis, as well as notifying relevant users of this new report. Using this feature, you can automatically create 'draft' or 'published' reports for a single company, or a group of companies.
This is especially useful if you have multiple companies in your Fathom account that you provide regular reporting for. Once you've set up a custom template in each company, the schedule will automatically create a report each period for you.
Creating a schedule
In the following screen, you can choose from:
- Draft or published report
- Select the custom template for this schedule
- Frequency of reporting, and the number of days after the end of the month, quarter or financial year to run the schedule
- Notify users via email
❗Note: Schedules can only be created for Custom Templates.
Once you click 'Create Schedule', the schedule will be inactive by default. When you are ready for your schedule to begin, simply hover your mouse over the schedule and click 'Play'.
This will activate the schedule, and the next issue date for your report will appear.
Notify users via email
You can choose who will be notified when a scheduled report is created, by sending email notifications to different user roles. These include:
- 'Viewer' ('Client') and 'Editor' ('Advisor') users only
- 'Editor' ('Advisor') users only
- 'Editor' ('Advisor') and 'Admin' users only
- 'Admin' users only
Once a schedule has been run and the report published, the selected users will receive an email notification that a new report has been created.
❗ Note: Fathom is unable to email the report in PDF version, for security purposes. The email notification will prompt users to log in to Fathom, where they will be able to view or download the report.
Editing a Schedule
You can edit the properties and settings of a schedule by opening up the additional menu items. You can access:
- Settings (ie. update schedule)
- Pause / resume
Creating a schedule for multiple companies
When creating a schedule, select a template that is shared with a group of companies. Then select the checkbox that applies the schedule to all companies using this template. This will then use the selected template, to automatically create reports for multiple companies at the specified time.
You can update and make modifications to this schedule by editing the 'settings' for this schedule. This will edit the template for all companies and groups who are currently using it.
When the schedule is activated, Fathom will send a single email to each user who will be receiving reports, with a list of links to reports that they have access to from that schedule.