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
After saving, Tresio generates a unique sharing link through which the view can be accessed.
Overview of sections
The sharing settings are divided into several areas:
1. General settings
Basic configuration of the share.
Features:
- Status: Enables or disables the sharing link
- Valid until: Defines the expiration date of the share
- Comment: Optional internal note about the share
- Share URL: The link is automatically generated after saving
2. 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.
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.