How to setup Email Reports (FOCUS POS)

How to setup Email Reports

The procedure to setup individual Email reports is detailed below.

Step 1: Configure Event and Email Stations

Note: Station needs to be restarted once configuration is complete

Navigate to Miscellaneous>General
Select an Event Station
Select an Email Station
- (Note: Email Station must have Internet access and ability to send emails)

Step 2: Setup Email Outgoing Mail (SMTP) Options in Miscellaneous> General> Restaurant

Note: SSL Email is not supported (Gmail, Hotmail, etc)

Enter Restaurants 'Email Address'
Set 'Internet Connection Type' to 'Always Connected'
Enter SMTP Server
Enter User Name
Enter Password
Enter Port (Note: Port 25 is often blocked and a different port will need to be entered.)
Select Use Authentication (If required)

Step 3: Setup Report

Navigate to Reports>Setup
Select an available report on the lefthand side
Name the report
Select the appropriate report
Select the desired report options
Select the 'Output' tab
Enter the File Name (Example=%dDailySales.pdf)
- Note: %d will insert the date into the report name
Enter the Email Address to send the report Note:If sending to more than one person place a semicolon (;) after the first email address and enter the next email address
Select Save and Close

Step 4: Setup an Event to send the report