Step 1
Import and validate
Paste or upload a bounded CSV, inspect row and column errors, and start from original sample data when useful.
Client reporting dashboard
Client reporting dashboards you can send without sending the file
Publish a read-only snapshot on an opaque link. It carries the aggregates and the recent rows a client needs, and none of the source they should never see.
- Link life
- 30 days, revocable sooner
- Active links
- One per blueprint
- Rows published
- Up to 8 recent mapped rows
What the client receives
A share link resolves to a separate published snapshot, not to your blueprint. That snapshot is generated at the moment you publish and holds only the projected view.
- The KPI totals, the average row, and the top category
- The trend series and the ranked category mix
- Up to eight of the most recent mapped rows, as three columns
What it deliberately leaves behind
The uploaded CSV, every unmapped column in it, your retained source versions, your other blueprints, and your account identity all stay private. Because the snapshot is a separate record, revoking a link removes the published data rather than merely hiding a route to it.
Replacing and revoking
Each blueprint has one active link at a time. Creating a new one revokes the previous link in the same action, and the URL is shown once, at creation, so a stale link cannot be resurrected from the interface. Deleting the blueprint deletes its share too.
How the workflow works
Move from the search problem into a working product without a fake demo or an invented integration.
Step 2
Map the story
Choose a supported blueprint, map dimensions and metrics, and preview KPIs, trends, category mix, and recent rows.
Step 3
Save or share
Keep versioned private configurations, export JSON or CSV, and create a revocable public snapshot containing bounded projected data.
Current product boundaries
Useful SEO starts with an accurate promise. These limits apply before you begin.
- DashTrellis does not provide live data connectors, scheduled refreshes, Looker Studio import, or team collaboration.
- Public links contain bounded aggregates and recent mapped rows, never the uploaded raw CSV or private version history.
- The template library is intentionally small and original rather than a mass of programmatic industry pages.
Questions about client reporting dashboard
Can I password-protect a share link?
No. Share passwords, custom expiry windows, domain allowlists, and per-viewer access are not implemented. Anyone with an active link can view that snapshot, so treat the URL as confidential.
Does the snapshot update when I edit the blueprint?
No. A snapshot is fixed at publication. Publish again to replace it, which also revokes the previous link.
Is the shared page indexed by search engines?
No. Share routes are excluded in robots.txt and marked no-index, and the token is opaque rather than guessable.