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Dashboard sharing

A dashboard share link gives an external recipient a read-only dashboard for the tenant that was active when the link was created. The report is generated when the recipient opens the link, so its values reflect current dashboard data rather than a stored creation-time snapshot.

  1. Switch to the tenant whose dashboard you intend to share.
  2. Open Accounting > Client Portal > Shared Links.
  3. Select Create Link.
  4. Choose Dashboard as the report type.
  5. Optionally set an expiry date and password.
  6. Select Create Link.

Dashboard links do not accept date parameters. The create dialog has no client selector: createSharedReportLink is scoped to the active tenant. Confirm the active organization before creating the link.

How access works

  • The share URL contains a cryptographically generated token.
  • A revoked or expired link cannot load report data.
  • A password-protected link must be unlocked before report data is returned.
  • Successful report access increments the link’s view count.
  • The shared-links table shows expiry, password status, view count, and active, expired, or revoked state.

The recipient does not need an InBlack user session. Treat the URL as a credential: use a password for sensitive information, set an appropriate expiry, and revoke the link when access is no longer required.

Dashboard versus dated reports

The same feature can share Profit and Loss, Balance Sheet, Cash Flow, and Trial Balance reports. Profit and Loss and Cash Flow links store a date range; Balance Sheet and Trial Balance links store an as-of date. Those parameters are reused when the report is generated, while a dashboard link always requests the current dashboard.

There is no accountant-specific MCP tool for creating or revoking shared report links in the current catalog. Use the Accounting UI or the authenticated Accounting GraphQL operations documented in the schema.