---
title: "Scheduling a recurring send: email or SFTP"
description: "A custom report can be regenerated and sent automatically. Each report carries its own schedules — you can create several, for instance a weekly email and a monthly drop onto a server. ## Schedule settings | Setting | Possible values…"
url: "https://illizeo.com/en/centre-aide/export-and-schedule-a-report-as-pdf/"
updated: "2026-09-20"
category: Core HR services / People Analytics
---

# Scheduling a recurring send: email or SFTP

A custom report can be regenerated and sent automatically. Each report carries its own schedules — you can create several, for instance a weekly email and a monthly drop onto a server.

## Schedule settings

| Setting | Possible values |
| --- | --- |
| Frequency | Daily, weekly or monthly |
| Day | Day of week if weekly, day of month if monthly |
| Hour | A whole hour |
| Format | XLSX, CSV or PDF |
| Channel | Email or SFTP drop |

## The SFTP drop

To feed another system without human intervention, pick the SFTP channel and fill in the host, port, username, remote path, then a password **or** a private key.

A button **tests the connection** before saving: use it every time — a schedule that fails every Monday at 6am goes unnoticed easily.

*Secrets are never shown again. Once saved, the screen only indicates that a password or a key is present. To change them, enter them again.*

## Monitoring and pausing

Each schedule shows its last run and its status, and can be deactivated without being deleted — handy to pause a send while reworking the report, then resume it.

## What does not exist

*No quarterly frequency, no time zone choice, no delivery to Slack or another instant messaging tool. The channels are email and SFTP.*

### *Related*