Options for sharing reports

There are several ways to share and enable collaboration on Fathom reports, including:

Enabling comments on a report so your colleagues or clients can add their own comments to a draft or published online report.
Publishing an online version of the report so users with ‘viewer’ or ‘client’ level access can view the report online
Downloading a PDF copy of the report to send out or print
Copying the report to other companies or groups in your Fathom account so they can generate similar reports

Enabling comments on a report

By allowing comments on a report, you can enable and encourage collaboration or questions. Comments can be enabled on ‘draft’ or ‘published’ reports.

❗Note: Comments added to a ‘draft’ report will still be viewable once a report is published and will be viewable to anyone who has permission to view the online published report.

To enable comments on a report:

In the report, select the ‘Cog/Gear’ icon from the left sidebar. This will open the report’s ‘Settings’ menu.
In the menu, scroll down to the ‘Conversations’ section.
Check the option to allow comments to be added to the online report
Select the option to ‘Apply changes’

❗Note: While comments can be enabled on a draft report, the report must be in ‘Preview’ mode to leave and view comments. You can select the black ‘Preview’ option in the upper right corner of a report to access the ‘Preview’ mode.

Once comments have been enabled, anyone with permission to view the report will be able to leave a comment. A comment can be left on a report by:

Hovering over a reporting component and clicking on the ‘Chat bubble’ icon that appears in the upper right corner of the component.
Type a comment in the text box
Select the ‘Add comment’ option
You can edit or delete a comment by hovering over it and selecting the ‘Three dot’ icon that appears to the right of the comment. Select the appropriate option from the dropdown menu.

Viewing comments

When a comment has been added to a report, the ‘Bell’ icon in the top black bar of the ‘My Companies’ page will have a red dot next to it. Select the ‘Bell’ icon to see a list of comments and published reports.

If you are in a published report or in ‘Preview’ mode for a draft report, any ‘Chat bubbles’ with comments will have a number next to them showing the number of comments left on that associated reporting component.

❗Note: Comments added to a ‘draft’ report will still be viewable once a report is published and will be viewable to anyone who has permission to view the online published report.

Publishing online reports

When a report is ready to share with ‘client’ or 'viewer' users in your account, the report can then be published.

Once a report is published, it will remain dynamic. This means that any changes to your financial or non-financial data will be reflected in the report as updates are made in Fathom.

There are two ways to publish a report:

From within the report…

Select the ‘Right arrow’ icon from the bottom of the left sidebar
You can choose to send an email notification that the report has been published to everyone or a select group of users.
Acknowledge the warning
Select the option to ‘Publish report’

From within the ‘Draft’ section of the Report Centre…

Hover over the report name and select the ‘Three dot’ icon that appears on the right side of the report row
From the drop down menu, select the ‘Publish’ option
You can choose to send an email notification that the report has been published to everyone or a select group of users.
Acknowledge the warning
Select the option to ‘Publish report’

❗Note: The email notification informs the user that a new report has been created and prompts them to log in to view or download the report. It does not send the report via email.

Downloading a PDF of a report

There are two ways to download a PDF copy of a custom Fathom report:

From within the report, select the ‘Download’ or cloud icon from the bottom of the left sidebar or
From within the ‘Draft’ or ‘Published’ section of the Report Centre, hover over the report name and select the ‘Download’ icon that appears

The report will download as a PDF that you can open.

💡Pro Tip: Before downloading a PDF of a report, we suggest you check the report’s ‘Print Settings’ to ensure all of the customisations chosen for the online report also appear in the print version of the report.

Copying a report to other companies in your Fathom account

Custom reports can be turned into templates to be shared with other companies in your Fathom account. To learn more about copying reports to other companies, please see our article on ‘Templates’.

Next steps

Congratulations on sharing your report! For more efficient reporting, you can create a custom template from your report to allow you to instantly generate the same report for a new period in the future. You're also able to schedule reports to be generated from custom templates.

What you want to do:	Where to go next:
Create a custom template out of your report	Create a report template
Schedule future reports to be created automatically	Schedule Reports
Invite others into your Fathom account to share insights	Invite a New User into Fathom
Begin forecasting in Fathom	Forecasting

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