---
title: Scheduling a report
description: A report delivered every day, week or month to your SFTP server, or made available through the API.
url: "https://illizeo.com/en/centre-aide/people-analytics-scheduling-a-report/"
updated: "2026-11-01"
category: Core HR services / People Analytics
---

# Scheduling a report

A report you check every week or month can go out on its own: Illizeo recalculates it at the set time and deposits it on your SFTP server or makes it available to your tools through the API. This article explains how to schedule a delivery and follow it.

## Before you start

- Scheduling requires the “Export — Run (CSV/PDF/PPTX)” permission at the **Execute** level. Only the person who created a custom report can schedule it.
- To deposit on the company server, it must be configured in **Settings › Manage Illizeo › SFTP server**.

## What can be scheduled

- **Your custom reports**: from the report page, **Schedule** button.
- **Three Flex Office system reports**: Occupancy by site, On-site presence per employee, Meals and parking per day. From the report page, **Schedule an SFTP deposit** button.

Scheduling a delivery is an export: it requires the “Export — Run (CSV/PDF/PPTX)” permission at the Execute level.

## Creating a schedule

The “Schedules” window lists the deliveries already planned for the report, then offers a **New schedule**:

1. **Frequency**: *Daily*, *Weekly* (with the day of the week) or *Monthly* (with the day of the month).
2. **Hour (0-23)**: your workspace’s time, in the company’s time zone.
3. **Format**: XLSX, CSV or PDF.
4. **Delivery channel**: *SFTP deposit* or *Pickup via API (30 days)* (see below).
5. **Active on creation**: untick the box to prepare a schedule without starting it.
6. Click **Add schedule**.

Each schedule is then shown in plain words, for example “Every Monday at 06:00 (Europe/Zurich) · XLSX · SFTP”, with the date of the last delivery. The **Toggle** and **Delete** buttons manage it.

![The Schedules window of a report: frequency, hour, format and delivery channel](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/people-analytics-planifier-01.en_.png?resize=672%2C810&quality=80&ssl=1)
A new schedule: frequency, hour, format and channel.

## Channels

### SFTP deposit

The file is deposited on an SFTP server:

- **Company SFTP server**: the one your administrator configured in **Settings › Manage Illizeo › SFTP server**. This is the simplest choice: nothing to re-enter.
- **Another server, for this schedule only**: enter the host, port, user, password or a private key, and the remote path. **Test connection** checks access before saving. Credentials are encrypted at rest and never shown again.

**If the server changes its key.** Illizeo records the server’s fingerprint on the first deposit. If the server presents another key, nothing is sent: the schedule shows the recorded fingerprint and the presented one. Have your IT team confirm the new fingerprint, then click **Accept the new fingerprint**. For the company server, this is done in Settings › Manage Illizeo › SFTP server.

### Pickup via API (30 days)

The file is produced at the set time and kept for 30 days by Illizeo. A third-party system picks it up with an API token holding the “Scheduled exports” scope, created in **Settings › Manage Illizeo › API Tokens**:

- `GET /v1/exports` lists the available files;
- `GET /v1/exports/{id}/download` downloads a file.

This channel is offered for custom reports, when scheduled exports are part of your subscription.

## What the file contains

- **A custom report** is recalculated at each delivery, with the date or period saved in the report.
- **A Flex Office system report** covers the period before the delivery: the previous day for a daily delivery, the last 7 days for a weekly delivery, the previous month for a monthly delivery.
- In both cases, the calculation uses **the current permissions of the person who created the schedule**: their population and the information they can read. If their permissions change, the content of the following deliveries changes with them.

## Frequently asked questions

### My schedule shows “Suspended — module not activated”.

The report’s module is no longer enabled: deliveries resume when it is enabled again.

### I cannot see the “Schedule” button.

It requires the “Export — Run (CSV/PDF/PPTX)” permission at the Execute level.

### “Connection failed.”

Check the host, port, user and password or key, and that your server accepts connections from Illizeo.

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