Pro Reports are included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can generate Summary Reports. They can also be upgraded to Fathom Pro at any time.

Scale and automate reporting

Reports _ Schedules and 6 more pages - Work - Microsoft_ Edge 2026-06-12 at 12.18.37 PM

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 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.

Schedule a report

Navigate to the Report Centre for any company or consolidated group.

Select the Clock icon in the left sidebar to open Schedules
Choose the Create schedule option
In the menu that opens, select a custom template to use for the scheduled report.

❗Note: Schedules can only be created for Custom Templates.
Click 'Next'
Select whether to automatically generate either a draft or published report.
1. By default, only ‘Advisor’, ‘Editor’, and ‘Admin’ level users with access to a company can view draft reports.
2. All levels of users with access to a company can view published reports.
Choose the frequency of reporting and the number of days after the end of the month, quarter, or financial year to run the schedule.
Choose if users will be notified via email when the report is created.
Select 'Create'

To pause a report schedule, hover over it and click the green toggle to set it to inactive. You can resume a schedule at any time by setting the toggle to active.

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:

Nobody
Everybody
'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. 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.

💡Smart 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.

Create 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.

Edit a Schedule

You can edit the properties and settings of a schedule via the ‘Schedules’ section of the Report Centre:

Hover over the schedule and select the Three dots icon to the right
Select Edit schedule in the dropdown menu
In the window that opens, you can edit the report schedule as needed.

❗ Notice: This will update the schedule for all companies and groups currently using it.

Schedules can be deleted by selecting the Three dots icon and clicking 'Delete' from the drop-down menu.

Next steps

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:
Invite others into your Fathom account to share insights	Invite a New User into Fathom
Analyse the company's performance with the Analysis tools	Analysis Tools
Begin forecasting in Fathom	Forecasting
Ready to consolidate your companies in Fathom?	Create a Consolidated Group
Need to add another company to your Fathom account?	Go to the 'Getting Started Workflow'

Learn more

Schedule Reports