Creating an Email Profile in WebReports

WebReports uses the email profile to send scheduled-job notifications, report status messages, user invitations, password-reset messages, and account-recovery emails.

Open the Email Profile page

1. Sign in to WebReports with an administrator account.
2. Select Configuration.
3. Select Email.

Configure the email profile

Enter the following information:

• Enable SSL — Enables an encrypted connection to the email server. Select this option when required by your email provider.
• SMTP server — Enter the hostname of the outgoing email server.
• Port — Enter the port used by the outgoing email server.
• Username — Enter the username WebReports will use to authenticate with the email server.
• Password — Enter the password associated with the email account.
• From email address — Enter the address that will appear as the sender of WebReports emails.

Your email provider or network administrator can supply the required SMTP settings.

Important: Do not include passwords, authentication credentials, or other sensitive email settings in screenshots or support requests.

Email Profile settings in Configuration.

Save the email profile

Select Update to save the email settings.

A Registered indicator appears beside the page title when an email profile has been configured.

Send a test email

After saving the email profile:

1. Select Send Test Email.
2. When the Test Email confirmation appears, select Yes.

Confirmation displayed before WebReports sends a test email.

3. Check the email address associated with your signed-in WebReports account for the test message.

Select No to close the confirmation without sending an email.

If the message does not arrive:

• Verify the SMTP server and port.
• Confirm that the correct SSL option is selected.
• Verify the username, password, and sender address.
• Check the recipient’s junk or spam folder.
• Confirm that the email server permits SMTP connections from the WebReports server.

Customize system emails

The Email Profile page also contains templates for:

• User invitations
• Password-reset requests
• Forgotten-username requests

For instructions on modifying these messages, see Custom Email Templates.