SMTP Account

This section explains how to configure the email settings in the Bold Reports® Server to send emails using an SMTP account, including the configuration of SMTP details.

SMTP Email Settings are required to perform the following operations:

  • Account activation: Sending user account activation emails.
  • Forgot password: Provide request links to reset passwords for users who have forgotten them.
  • Reset password: Sending links to facilitate password resets.
  • Schedule and deliver reports: Distributing exported reports to scheduled recipients.

The Bold Reports® Server requires the following SMTP details to send emails.

SMTP Server The SMTP server specifies the public IP address or provider that delivers the emails to the end user's mail box.
SMTP Port The port number of the SMTP server may vary depending on the SMTP server and the connection type (SSL/TLS).
Sender Name The name displayed on the email as the From name.
Sender Email Address The email address displayed as the From email address in the recipient's email.
Authentication type We support two types of authentication:

1.Basic Authentication: This default authentication type requires a username and password.
2.Anonymous Authentication: You can choose this option if you have disabled authentication on your SMTP server.
Username A valid username for the sender's email account is required for sending emails.
Password The password of the sender's email account.
Enable SSL If SSL is enabled, it will be used to connect with your SMTP server; otherwise, the connection will be made using TLS.

Steps to configure SMTP account settings in Bold Reports®:

  • Navigate to the Settings option in the left-side panel of the Report Server and proceed to the Email tab as shown in the following image. You can also access this page directly using the URL - http://{domain}/reporting/site/site1/administration/e-mail-settings.

    Email settings page

  • Select SMTP from the Email Account drop-down menu and populate the respective fields with the SMTP Server, SMTP Port, Sender Name, Sender Email Address, Authentication Type, Username, and Password.

    Select SMTP

  • Once you’ve input the email settings connection details, validate the settings using the Test Connection option.

    Click Test Connection

  • Enter an email address and click Send to confirm that the SMTP configuration is set up correctly. Test Email Send Email Success Message

  • Finally, click Save to apply the settings.

    Email settings page