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Reports won't send via email

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Written by Huzayfah Patel

If you get this issue, you need to check that the email account is open on the server, and is running in the same session as the Task Server.
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Once you've done this, if you get the error below, please complete the following steps.

If you are experiencing broader issues with Proclaim Task Server reports not being generated or emailed, ensure that the Task Server and Outlook are running on the server, and verify that recipient email addresses are correctly configured.

  1. Log into user profiles in Proclaim then click the Authorisations tab.

  2. Select the following check boxes:

    Don't Show Mailbox in Proclaim Desktop

    Don't Show Calendar in Proclaim Desktop

  3. Log out of the task server user account then log in again. The message should no longer appear.

  4. Restart Task Server and test.

If the above fails try again with the following System Parameter Maintenance:

Key: Outlook
Code: no direct access
Value: YES

Additional Troubleshooting Steps

  1. Missing Recipient Email Addresses: Ensure that all intended recipients’ email addresses are included in the report’s Data tab. Add any missing email addresses to ensure proper delivery.

  2. Outlook Profile Mismatch: Verify that the Outlook profile configured in Proclaim matches the one used on the server for emailing reports.

  3. Scheduled-Task Credentials: Confirm that the user account credentials in Windows Task Scheduler are up-to-date to avoid issues with scheduled tasks.

  4. User Notification Settings: Enable notification settings in the Proclaim User Profile to receive alerts about Task Server failures.

Additional Notes and Best Practices

  • Keep the Task Server and Outlook client running on the server account that processes reports.

  • Check the Sent Items folder in Outlook to verify successful report sending.

  • Regularly review and update configurations to prevent future issues.

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