Creating An Email Profile In Web Reports

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In this article we provide detail and an example on setting up an email profile in Web Reports.  

Important Notes:

- WebReports cannot email/send reports;

- Nothing containing "data" can be emailed from WebReports.

- You can schedule reports, but the user will receive a notification to pick up their report from WebReports (Completed Page).  

- The configuration requirements are the same as if you setup an email profile in the VDM client.

Why Create an Email Profile?

The email profile is used for all email communications including system notifications, inviting users and for password/forgot username requests. 

Where Can You Download a View?

You can create an email profile by in the Settings tab of Web Reports on the Email Profile page.

How To Create an Email Profile.

NOTE: The below example office 365 email settings. Check with your email provider for SMTP settings.

1. Make sure you are on the Email Profile page in the Settings tab of Web Reports.

2. Enable / Disable SSL.

Note: (SSL) provides encryption for TCP/IP connections as they transit between a client and a server.

3. Enter the Mail Server Address. (The Name or IP address of your email server)

4. Enter the Mail Server Port Number. (Port used for sending email)

5. Enter your Username. (Username for the account sending email)

6. Enter your Password. (Password for the account sending email)

7. Enter the From Email. (The email address associated with the account sending email)

8. Update the Email Profile and verify successful registration.