Need a print-ready PDF in your CEO’s inbox every Monday? An auditor asking for a frozen quarterly export? People Analytics handles high-resolution PDF export and automated distribution via email or Slack.
One-off PDF export #
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Open the report #
From People Analytics → Reports, open the report or dashboard. Apply the filters and period you want.
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Click Export #
The Export button in the top right offers PDF, Excel, CSV or Image. Choose PDF.
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Configure the layout #
Pick orientation (portrait or landscape), format (A4, Letter), and toggle annotations and cover page.
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Download or email #
The PDF is generated in a few seconds. Download it or enter recipients for a direct send.
Schedule a recurring delivery #
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Open the report #
Click Schedule next to the Export button.
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Set the frequency #
Choose daily, weekly, monthly, quarterly. Specify day, time and time zone.
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List recipients #
External email addresses accepted. For Slack, pick a channel and authorise the Illizeo app.
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Add an intro message #
The message appears above the PDF in the email. Dynamic variables: {{period}}, {{recipient_name}}, {{kpi_x}}.
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Activate the schedule #
The Schedules page lists all active deliveries with the next run and full history.
Available export options #
| Format | Use case | Limit |
|---|---|---|
| Executive distribution, audit | 40 pages max | |
| Excel | Reprocessing, reconciliation | 1 million rows |
| CSV | Import into another tool | No formatting |
| PNG | Presentations, communications | One visualisation at a time |
| Shared link | Interactive consumption | Expirable, access control |
FAQ #
Is the PDF secure?
Yes, you can require a password to open. Exports are digitally signed to prove provenance.
Can I include my logo and colours?
Yes, in Settings → Branding. Logo, primary colour and font apply to every PDF export of the tenant.
What if a recipient leaves the company?
If their email is linked to an archived internal account, the schedule pauses and warns the schedule owner.
Can deliveries be conditional?
Yes: configure a trigger rule. Example: only deliver if absence rate exceeds 4 %.
Secure document sharing #
Learn how to organise your document library and share with granular permissions.
