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  2. How can I get my reports sent to me automatically?

How can I get my reports sent to me automatically?

It's common to want to generate reports on a regular basis and have them sent to you weekly or monthly. ItemPath can do this for you automatically using the Workflows feature.

In the workflow settings, you select how often you want the workflow to run, and which reports to check for criteria—typically the number of rows in the report to make sure it's not empty.

Then you can choose to have the report emailed to an address or group of addresses, with a custom subject and message, and attach the reports as an XLSX or CSV file.

For documentation on Workflows, see the full documentation.