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guides:general:reports:email [2013/05/16 17:14] markphillips2 |
guides:general:reports:email [2018/12/23 12:17] |
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| - | ====== Emailing Reports ====== | ||
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| - | Reports can be emailed daily, and can be emailed as requested. They can also be scheduled to be sent using the Scheduled Tasks in Windows Control Panel. | ||
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| - | There are two sections of the emailing. The first section is setting up an email that **Sends** out emails. The second section is adding in emails that you want to receive these reports. | ||
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| - | It's very important to have the proper settings, or you won't receive your emails. We suggest that you set up a new email account that is just used for sending emails. If you use your personal email, then in a few months change the password, you will have to change it in CCS as well. | ||
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| - | ===== To setup the sending email ===== | ||
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| - | From Office - Control Panel - Email.\\ | ||
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| - | 1. SMTP Port = 587\\ | ||
| - | 2. Set the Enable SSL = True\\ | ||
| - | 3. Email - Email address emails are sent from.\\ | ||
| - | 4. Email Password\\ | ||
| - | 5. SMTP Server - if using gmail smtp.gmail.com\\ | ||
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| - | Example: | ||
| - | Email, Password, SMTP, PORT with SSL | ||
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| - | If you don't see your example below, you can simply google "SMTP [your domain]" (the part after the @ symbol) and there should be some links that tell you what your smtp server is. | ||
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| - | **CafeCartel.com Example:** | ||
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| - | myemail@cafecartel.com | ||
| - | ****** | ||
| - | smtp.cafecartel.com | ||
| - | 587 | ||
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| - | **Gmail Example:** | ||
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| - | myemail@gmail.com | ||
| - | ******* | ||
| - | smtp.gmail.com | ||
| - | 587 | ||
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| - | **Yahoo Example**\\ | ||
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| - | myemail@yahoo.com\\ | ||
| - | *******\\ | ||
| - | smtp.mail.yahoo.com\\ | ||
| - | 587\\ | ||
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| - | AOL Example: | ||
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| - | myemail@aol.com | ||
| - | ****** | ||
| - | smtp.aol.com | ||
| - | 587 | ||
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| - | ===== To setup the sending email ===== | ||
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| - | 1. Enter the desired Email Closing Report and Alert Addresses - The email address reports are to be sent too. You may enter in more addresses by separating them with semi-colons. \\ | ||
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| - | {{:guides:general:reports:emailreports.png|}} | ||
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| - | ==== Things you can Email: ==== | ||
| - | * Payroll Report - From the Payroll Section - Main Toolbar - Export - Email | ||
| - | * Reporting - From Reporting & Analysis - Press 'Email Report' | ||
| - | * Nightly Reports - This will occur automatically once you place a 'Send email' Address in Daily Reports | ||
| - | * Receipts | ||
| - | * Void Alters | ||
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