Your source has a clear boundary.

Last updated 27 October 2026

When you are signed out

Your CSV is read in your browser. Drafts and blueprints stay in your browser and are not sent to us.

When you save while signed in

We store your CSV, mappings, dashboard settings and earlier versions in your private workspace, so you can open them on another device.

Share links

A share link shows a limited snapshot of your dashboard: totals, trends, categories and a few recent rows. It does not show your original CSV, your account details or your version history. Links expire after a set time, and you can turn them off sooner.

Who we share it with

Service providers that run parts of DashTrellis for us: sign-in and storage, abuse protection, email delivery for support, hosting, analytics and error monitoring.

Your choices

In the Account view you can download all your data or permanently delete your account and everything saved with it.

Contact

Questions? Use our contact page.