Humaans allows you to schedule reports to be automatically generated and delivered on a recurring basis. Reports can be sent via email to specific recipients or uploaded to an SFTP server.
Setting up a scheduled report
To schedule a report:
Create a new report or edit an existing saved report.
In the Save report or Edit report dialog, enable the Scheduled report toggle.
The report will automatically become a Shared report (scheduled reports are always shared).
Configure the delivery destination, frequency, and recipients as described below.
Click Save report (or Update report).
All scheduled reports are sent at 8:00 AM UTC on the scheduled date.
Delivery destination
You can choose between two delivery methods:
The report will be emailed as an attachment to your chosen recipients:
Select Email as the destination type.
In the Report recipients field, search for and select email addresses. You can choose from existing employees or type in any email address.
If you add email addresses that do not belong to your organisation, a warning will be displayed. Make sure these are people you trust, as the report may contain sensitive employee data.
SFTP
The report will be automatically uploaded to a secure SFTP server:
Select SFTP as the destination type.
Enter the Server URL (e.g. sftp://server.example.com).
Enter the Remote path where the file should be saved (e.g. /import/reports/my-report.csv).
Enter your Username.
Configure authentication — you can use a Password, a Public key, or both.
Click Verify connection to test that Humaans can connect to your SFTP server.
Tip: You can paste a full SFTP connection string (e.g. sftp://user:password@server.com/path) into the Server field and Humaans will automatically parse the URL, username, password, and path.
Frequency options
Choose how often the report should be sent:
Frequency | Configuration |
Daily | Sent every day at 8:00 AM UTC |
Weekly | Choose the day of the week (Monday through Sunday) |
Monthly | Choose the day of the month (1st through 31st) |
Quarterly | Choose the month within the quarter (1st, 2nd, or 3rd month) and the day of the month |
Yearly | Choose the month and the day of the month |
Date range for scheduled reports
When setting up a scheduled report, the Date range determines which time period of data is included each time the report is generated. Options include:
Next month — Data for the upcoming month
Current month — Data for the month when the report is generated
Current year — Data for the year when the report is generated
Previous month — Data for the month before the report is generated
Previous 3 months, Previous 12 months — Rolling windows
All time — All available data
Custom — Define a custom rolling period (e.g. Previous 2 weeks, Next 1 month)
Managing scheduled reports
Scheduled reports appear in the Scheduled section on the Reports page. Each shows its frequency label (e.g. "Weekly on Monday").
To view details about a scheduled report, click the info icon to see:
Last sent date
Next delivery date
Report owner
Recipients or SFTP server details
To stop a scheduled report, edit it and disable the Scheduled report toggle, or delete the report entirely.