Accounts

Navigation bar > > Reports> Accounts

To get the report, the user is required to create an account that allows the Web App to automatically complete the procedures through the available services.

Accounts tab

The accounts are represented by cards, it is possible to check/edit an existing account or add a new one.

Account card

By clicking on the account card, it is possible to see the general information, such as the name and the type of account and its characteristics.

By clicking on , it is possible to:

Test,
Logs, see all the actions done by using the account,
Edit the account,
Delete the account.

Add an account

By clicking on the button, it is possible to create a new account to manage the reports, there are different protocols available:

FTP,
FTPS,
SMTP,
SFTP,

check the section How to create a Report account to see the different procedures.

How to create a Report account

In the section below there are all the procedures available to create the different type of accounts.

Note: The field marked with (*) is mandatory.

Create an FTP/FTPS account

FTP is a protocol used to transfer files between a local computer and a remote server over a network. FTPS is a secure version of FTP that uses SSL/TLS encryption to protect data during file transfers. To create

From the Accounts tab, click .
From the Account type list, select the FTP or the FTPS account.
Fill in the fields described below:

Element	Description
Account name*	Name of the account.
FTP/FTPS server*	Fill in with the address of the FTP/FTPS server to which the system has to send the file.
FTP/FTPS port*	Usually, the FTP/FTPS service uses port 21. However, the port that the server listens to for FTP/FTPS connections can be any port (if it is not already reserved for another service). The server administrator also configures it.
Timeout (s)	Specify the period, expressed in seconds, within which the FTP/FTPS account has to try to connect to the FTP/FTPS server before timing out.
FTP/FTPS user* FTP/FTPS password*	Fill in with valid credentials to access the remote FTP/FTPS directory.
FTP/FTPS remote directory	Fill in with the directory of the FTP/FTPS server where the reports have to be stored.

Click Save .

Create an SMTP account

The SMTP service sends emails and forwards them to the recipient's server over the Internet.

From the Accounts tab, click .
From the Account type list, select the SMTP account.
Fill in the fields described below:

Element	Description
Account name*	Name of the account.
SMTP server*	Fill in this field with the address of the server used for sending the email.
SMTP port	Usually the mail service uses port 25. However, some providers have changed it to another one in order to limit SPAM (e.g., the GMAIL account uses port 587). Note: check the provider requirements to configure an SMTP account.
Timeout (s)	Specify the period, expressed in seconds, within which the SMTP account has to try to connect to the SMTP server before timing out.
SMTP user	Fill in with the email address used for sending the email.
SMTP password	Fill in with the password for the email account.
Recipients*	Fill in with the email address of the receiver(s).
Sender name	Fill in by typing the name used for the sender (e.g., web app).
Sender email	Fill in with the address the email is sent to.
Email subject	Fill in with the name used as the subject for outgoing emails.
Email text	Type a text that informs the receiver about the content of the Report file(s).

Click Save .

Create an SFTP account

SFTP is a secure file transfer protocol that uses SSH encryption to protect data and credentials.

From the Accounts tab, click .
From the Account type list, select the SFTP account.
From the Authentication Method list, select an option:

If you select...	Then...
User/Password	Go to step 5.
User/Public key	Click to send the authentication key request and to download an encrypted file.

Fill in the fields described below:

Element	Description
Account name*	Name of the account.
SFTP server*	Fill in with the address of the FTP server to which the system has to send the file.
SFTP port*	Usually, the FTP service uses port 22. However, the port that the server listens to for FTP connections can be any port (if it is not already reserved for another service). The server administrator also configures it.
Timeout (s)	Specify the period, expressed in seconds, within which the FTP account has to try to connect to the FTP server before timing out.
SFTP user* SFTP password*	Fill in with valid credentials to access the remote FTP directory.
SFTP remote directory	Fill in with the directory of the FTP server where the reports have to be stored.

Click Save .

Create an SMTP account

SFTP is a secure file transfer protocol that uses SSH encryption to protect data and credentials.

From the Accounts tab, click .
From the Account type list, select the SMTP account.
Fill in the fields described below:

Element	Description
Account name*	Name of the account.
SMTP server*	Fill in this field with the address of the server used for sending the email.
SMTP port	Usually the mail service uses port 25. However, some providers have changed it to another one in order to limit SPAM (e.g., the GMAIL account uses port 587). Note: check the provider requirements to configure an SMTP account.
Timeout (s)	Specify the period, expressed in seconds, within which the SMTP account has to try to connect to the SMTP server before timing out.
SMTP user	Fill in with the email address used for sending the email.
SMTP password	Fill in with the password for the email account.
Recipients*	Fill in with the email address of the receiver(s).
Sender name	Fill in by typing the name used for the sender (e.g., web app).
Sender email	Fill in with the address the email is sent to.
Email subject	Fill in with the name used as the subject for outgoing emails.
Email text	Type a text that informs the receiver about the content of the Report file(s).

Click Save .