With the sharing function in TRENDS, views from Tresio can be easily shared externally.
Possible use cases:
- Sharing cash flow plans, reports, or dashboards with people without a Tresio account
- Providing management or investor reports via a link
- Embedding charts or dashboards in third-party applications, customer portals, or intranets
- Secure access for external stakeholders such as board members, banks, or trustees
Overview of sections
The sharing settings are divided into several areas:
1. General settings
Basic configuration of the share.
Features:
- Share URL: The link is automatically generated after saving
- Status: Enables or disables the sharing link
- Valid until: Defines the expiration date of the share
- Comment: Optional internal note for the share link, used to distinguish between the created links.
2. Settings for Display and access rights
Controls which functions are available on the shared page.
Features:
- Allow export: Enables data export for external users
- Allow access to settings: Grants access to certain display or configuration options
- Mouseover enabled: Shows additional record details on hover in charts
3. Company access
Defines which companies are visible in the share.
Features:
- Selection of one or multiple companies
- Supports group and holding structures
Only selected companies are shown in the shared view.
4. Scenario access
Defines which scenarios are shared.
Features:
- Selection of scenarios such as base, best, or worst case
- Scenarios can be shared separately per company
At least one scenario must be selected per company.
5. Login & password protection (optional)
Adds additional access security.
Features:
- Username definition
- Password definition
Recommended for sensitive financial data or external access.
6. IPv4 address restriction
Limits access to defined networks or locations.
Features:
- Access restricted to specific IP addresses or ranges
- Ideal for corporate networks or internal applications
Provides an additional technical layer of security.
Create link
After all settings have been correctly configured as desired, click Save. The link will then be generated and will appear at the top under Share URL. There you can either copy the link to the clipboard or open it directly.
7. All share links
In the top section, you can filter the created links by type of sharing if needed (disabled, unique URL, password Protected, or IPv4 restriction).
You can add new share links, disable or delete one or more links (by selecting the corresponding checkboxes), and export the list. The search function allows you to specifically search for certain links.
Status: Here you can see whether the link is a unique URL, password Protected, restricted by IPv4, or currently disabled.
Comment: This shows the comment that was added in the first section during creation.
Description: Contains a short description of which companies and scenarios the shared link provides access to.
Actions: Here you can copy the link directly to the clipboard, copy an embedded HTML code to the clipboard, open the link directly, or edit it using the pencil icon or delete it using the trash icon.
Typical use cases
External reportings
Sharing cash flow or financial reports with investors, banks, or board members without requiring a user account.
Customer portals & intranet
Embedding charts or dashboards into existing systems or internal platforms.
Trustees & CFO-as-a-Service
Targeted sharing of individual entities or scenarios with external financial partners.
Secure management views
Combination of password protection, scenario filtering, and IP restrictions for confidential reporting.