CCS Point of Sale
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guides:general:reports:email [2011/05/18 03:35] markphillips |
guides:general:reports:email [2018/12/23 12:17] (current) |
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| ====== Emailing Reports ====== | ====== Emailing Reports ====== | ||
| - | Reports can be emailed daily, and can be emailed as requested. | + | 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. |
| - | * There is a primary emailing email, this email is used to send. | + | 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. |
| - | * There is a primary receiving email, this email for the default receiving address. | + | |
| - | ===== To setup the emailing ===== | + | 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. |
| - | ==== Step 1 ==== | + | ===== To setup the sending email ===== |
| - | From Office - Control Panel - Daily Reports.\\ | + | From Office - Control Panel - Email.\\ |
| 1. SMTP Port = 587\\ | 1. SMTP Port = 587\\ | ||
| - | 2. Set the Enable = True\\ | + | 2. Set the Enable SSL = True\\ |
| - | 3. Enter the desired Email Closing Report and Alert Addresses. \\ | + | 3. Email - Email address emails are sent from.\\ |
| + | 4. Email Password\\ | ||
| + | 5. SMTP Server - if using gmail smtp.gmail.com\\ | ||
| - | {{:guides:general:reports:email:emailsetup1.png|}} | ||
| - | ==== Step 2 ==== | + | Example: |
| + | Email, Password, SMTP, PORT with SSL | ||
| - | After this, you will be prompted to put in the sender address. The Company Info window will pop up. \\ | + | 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. |
| - | In the Company Info window. | + | **CafeCartel.com Example:** |
| - | Enter | + | |
| - | 1. Email\\ | + | myemail@cafecartel.com\\ |
| - | 2. Password\\ | + | **yourpassword**\\ |
| - | 3. SMTP Server - if using gmail smtp.gmail.com\\ | + | smtp.cafecartel.com\\ |
| + | 587\\ | ||
| + | |||
| + | **Gmail Example:**\\ | ||
| + | |||
| + | myemail@gmail.com\\ | ||
| + | **yourpassword**\\ | ||
| + | smtp.gmail.com\\ | ||
| + | 587\\ | ||
| + | |||
| + | **Yahoo Example:**\\ | ||
| + | |||
| + | myemail@yahoo.com\\ | ||
| + | **yourpassword**\\ | ||
| + | smtp.mail.yahoo.com\\ | ||
| + | 587\\ | ||
| + | |||
| + | **AOL Example:**\\ | ||
| + | |||
| + | myemail@aol.com\\ | ||
| + | **yourpassword**\\ | ||
| + | smtp.aol.com\\ | ||
| + | 587\\ | ||
| + | |||
| + | |||
| + | |||
| + | ===== To setup the sending email ===== | ||
| + | |||
| + | 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. \\ | ||
| - | {{:guides:general:reports:email:emailsetup2.png|}} | + | {{:guides:general:reports:emailreports.png|}} |
| + | |||
| + | ==== 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 | ||
Trace: • auto_close_day
