Share Reports and Dashboards with Your Client Portal

Control what your clients see in Wenite. Share specific reports, dashboards, or dossier sections — while keeping your full working picture private.

You decide what your clients see and when they see it. Wenite gives you precise control over the client-facing view — you can share a finished report, an interactive dashboard, or a specific section of the dossier, without giving your client access to your working notes, your raw analysis, or any other engagement. This guide explains how to set up client sharing and manage it throughout the engagement.

The client portal

The client portal is a selective, read-only view of the dossier that you compose and control. Think of it as the professional window into your work: you curate what goes in, and your client sees a clean, focused presentation of the information that’s relevant to them.

The portal updates automatically when you add or update shared content — so when you publish a new report or refresh a dashboard, your client sees the latest version without you needing to resend anything. There are no attachments to manage and no version confusion. The portal is always current because it draws directly from your dossier.

Set up client sharing

1. Open the client dossier

   From the Cockpit, select the client you want to share with. This opens their full dossier — your complete working view of the engagement.

2. Navigate to sharing settings

   Inside the dossier, click the Sharing tab. This is where you manage everything related to the client portal: what’s visible, who has access, and how they reach it.

3. Choose what to share

   Select the items you want to include in the client view. You can share any combination of:

   • Reports — finalised written reports or summaries you’ve produced in Wenite.
   • Dashboards — live visual dashboards that reflect the current state of the data.
   • Dossier sections — specific sections such as project overviews, timelines, or agreed recommendations.

   Toggle each item on or off. Only the items you explicitly enable will appear in the client portal. Everything else stays in your private working view.

4. Generate a client access link or invite

   Once you’ve selected what to share, click Generate access link to create a secure, client-specific URL, or enter your client contact’s email address to send them a direct invitation. Wenite generates a unique link that’s tied to this client portal — it cannot be used to access any other client’s data or your full dossier.

   Share the link or send the invitation. Your client can access the portal immediately from any device — no Wenite account required on their side.

5. Your client sees only the shared view

   When your client opens the portal, they see exactly what you’ve chosen to share — nothing more. The interface is clean and focused: reports are readable, dashboards are interactive where you’ve enabled that, and the overall experience is designed to reflect well on your work. Your client has no visibility into the rest of the dossier, your notes, or any other engagement.

What clients can see vs. what stays private

Wenite separates your working environment from the client-facing view completely. Here’s how that plays out in practice:

What your client sees	What stays private to you
Reports you’ve published to the portal	Draft reports and working notes
Dashboards you’ve enabled	Raw data and intermediate analysis
Dossier sections you’ve shared	Full dossier context and background
Their own project timeline	Your full portfolio and other clients

You remain in control at every stage. Sharing is additive — you decide what to include — and you can revoke or adjust access at any point.

Updating shared content

The client portal reflects what you’ve shared at the time they view it. When you want to update what your client sees, go back to Sharing settings in the dossier:

• Add new items — toggle on any new reports or dashboards you want to make visible.
• Remove items — toggle off anything that’s no longer relevant or that you want to take back into your private view.
• Refresh existing content — if you’ve updated a report or dashboard that’s already shared, the changes appear in the portal automatically. You don’t need to re-share.

There’s no notification sent to your client when you update shared content — so you can prepare and stage materials without tipping off the client that something new is coming.

Clients never see your full working notes, your internal analysis, or any data from other clients. Each client portal is completely isolated. Even if two clients work in the same sector or with overlapping teams, there is no way for one to see the other’s information.

Shared dashboards make excellent presentation tools at review meetings. Rather than preparing a separate slide deck, open the client portal on-screen during your session — your client sees a live, interactive view of their data, and you can walk through it together in real time. It reinforces the value of the work and keeps the conversation grounded in evidence.