Creating an Email Profile in WebReports

The Email Profile determines how WebReports sends scheduled-job notifications, report status messages, user invitations, and account-recovery email. Configure it before relying on email-based delivery or account workflows.

WebReports 2026.10.12 and later supports SMTP and Microsoft Graph. Use the delivery method supported by your organization’s mail service.

Open Email

1. Sign in to WebReports with an administrator account.
2. Expand Configuration in the left navigation.
3. Select Email.

Screenshots use fictional demo data. Example settings are not recommended values or a statement of the defaults. Select an image to view its full size.

Configure SMTP

SMTP example using smtp.example.com, port 587, SSL, and reports@example.com; use values from your mail administrator.

1. Select SMTP in Email Delivery Method.
2. Enter the mail server hostname in SMTP Server.
3. Enter its Port and set Enable SSL as required by the provider.
4. Enter the authentication User Name and Password.
5. Enter the permitted sender address in From.
6. Select Update, then send a test message as described below.

The screenshot values illustrate the fields. Port 587 and SSL are not universal requirements; the mail provider or administrator must supply the settings that work for your server.

Configure Microsoft Graph

Microsoft Graph example with fictional tenant and application IDs, a concealed secret, and reports@example.com.

Have the Microsoft 365 administrator prepare an Entra application with the Mail.Send application permission, administrator consent, and a sender mailbox in the same tenant. Follow Setting Up Microsoft Graph Email for WebReports for the complete setup.

1. Select Microsoft Graph in Email Delivery Method.
2. Enter the Tenant ID and Client ID from the Entra app registration.
3. Enter the Client Secret value, not the secret ID.
4. Enter the Sender Mailbox address.
5. Select Update. Graph settings are encrypted when saved.

Verify email delivery

1. After saving, select Send Test Email.
2. In the Test Email confirmation, select Yes to send, or No to cancel.
3. Check the address associated with your signed-in WebReports account, including its junk or spam folder.
4. Review any returned error and verify the delivery method, credentials, provider permissions, sender, and connectivity before testing again.

The Registered indicator means an email profile has been configured. A received test message verifies delivery to the test recipient; also test the required scheduling or account workflow before relying on it.

Troubleshoot a missing message

• SMTP: Verify the hostname, port, SSL requirement, account credentials, permitted From address, and network access from the WebReports server.
• Microsoft Graph: Verify the tenant and application IDs, unexpired secret value, Mail.Send application permission, administrator consent, and sender mailbox.
• Save any correction with Update before repeating the test.

For invitation, password-reset, and forgotten-username wording, see Custom Email Templates.