Configuring Email Settings for Views and Reports

You can automatically send views and reports by email to specified recipients each time the view or report runs.

Configuring Email Server Settings

Mail server settings in SmartConsole and SmartView are shared for all email interactions. For each SmartConsole administrator, configure them one time.

To configure email server settings:

1. Select a view or a report in the catalog.
2. Click Export to PDF, or Actions > Schedule PDF or Actions > Schedule Excel.
3. Click Send by email.
4. In the Email Server section, click Edit.

   Note - In SmartView, you can edit the mail server on the user preferences menu.

5. Configure the email server options:
   • Sender email address. This shows on all report emails.
   • Outgoing mail server (SMTP)
   • Port - The default port is 25.
   • Use authentication (Optional) - if required by the email server, configure a Username and Password.
   • Connection encryption (Optional) - if required by the email server, choose SSL or TLS.
6. Click OK.

Configuring Email Recipients

Define the email recipients every time you run the view or report, or one time for scheduled reports.

To configure email recipients:

1. Select a view or a report from the catalog.
2. Click Export to PDF, or Actions > Schedule PDF or Actions > Schedule Excel.
3. Click Send by email.
4. In the Email recipients section, click + to enter an email address. You can add multiple addresses.
5. Click OK.