Scale and automate reporting
Schedules help automate the creation of reports you would produce on a recurring basis and can notify relevant users when the report is created.
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 are using a shared template. If a schedule is using a shared template, it can automatically generate a report for all of the companies and groups using the template.
Scheduling a report
Navigate to the Report Centre for any company or consolidated group.
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.
💡Pro Tip: Scheduled reports will be created and notifications will be sent out at around 9 AM in your Fathom organisation's time zone.
❗ 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.
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.
Editing a Schedule
You can edit the properties and settings of a schedule by going to the ‘Scheduled reports’ section of the Report Centre:
Congratulations on scheduling your reports! You may be interested in learning more about the other capabilities of Fathom:
What you want to do:
Where to go next:
Invite others into your Fathom account to share insights
Analyse the company's performance with the Analysis tools
Begin forecasting in Fathom
Ready to consolidate your companies in Fathom?
Need to add another company to your Fathom account?
Additional knowledge & common questions: