Give every user the reporting that belongs to them.
Pocketknife Reporting brings approved Metabase dashboards into the Pocketknife portal, giving users secure access to reporting matched to their role and business context. Display organisation, region, warehouse, customer or individual reporting without exposing data that belongs to another account.
Different users see different parts of the business.
Pocketknife assigns dashboards according to the user’s authorised business context. Each person receives reporting relevant to the organisation, location, account or role they are permitted to access.
Organisation-wide reporting
Give executive and management teams complete multi-entity transparency, tracking total aggregate performance across all channels and branches.
Region reporting
Provide regional leads and field representatives with visibility focused exclusively on sales, returns, and customers inside their territory.
Warehouse reporting
Equip operations and logistics teams with real-time warehouse-specific insights to monitor local dispatch rates, stock transfers, and order queue metrics.
Customer reporting
Enable B2B buyer account administrators to track their own buying history, active quote statuses, and outstanding invoice aging directly from the portal.
Individual-user reporting
Restrict dashboard access down to individual role-level permissions, ensuring buyers only see analytics appropriate to their purchasing limit.
Bring approved dashboards into the B2B portal.
Administrators register Metabase dashboards in Pocketknife and make them available securely inside the portal. Users can access relevant reporting alongside the account, ordering and self-service tools they already use.
Sydney Warehouse Dispatch & Sales
Administrators register approved Metabase dashboards
Configure dashboard links inside the Pocketknife control panel, making existing Metabase reporting views immediately available to specific portals without building new query pipelines.
Pocketknife determines the user’s business context
As soon as a customer or representative logs in, Pocketknife queries their B2B role, location parameters, and branch authorizations to lock in the correct security scope.
Users receive reporting relevant to their authorized access
The system embeds the correct, filtered view into the user's portal window. Dashboard sessions remain explicitly linked to the active, signed-in Pocketknife session for end-to-end security.
Reporting locked to the current user and business context.
Pocketknife generates signed, short-lived dashboard links tied to the current user and their authorised business context. This prevents users from changing dashboard parameters to access reporting for another customer, warehouse, region or organisation.
The user signs into Pocketknife
A B2B customer or sales representative authenticates securely through the Pocketknife portal interface.
Pocketknife identifies their role and authorised business context
The platform checks the user's role definitions, location permissions, and organizational account boundaries.
Pocketknife selects the relevant registered dashboard
The appropriate Metabase dashboard layout registered for that category of user is selected from the platform configuration.
A signed, short-lived dashboard link is generated
The system generates a cryptographically signed embedding URL containing localized filters. This link carries a short-lived token to prevent reuse.
Metabase displays the dashboard using the approved context
The secure dashboard renders inside the portal iframe, locked strictly to the filters defined in the signed token.
The link expires after the defined period
Session access expires automatically. Any attempt to access the dashboard source without an active, fresh signed link from the portal is immediately blocked.
Useful reporting without cross-account exposure.
B2B operations require clear data visibility without security compromises. Contextual reporting ensures data isolation across accounts, keeping dashboard distribution safe and fully automated.
Head-office visibility
Give head-office management teams global, organization-wide reporting to monitor performance and trends across all regions and customers.
Territory containment
Ensure regional teams and sales representatives are provided with insights relevant to their territory, without exposing neighboring accounts.
Warehouse views
Keep warehouse dispatch and operations teams informed with real-time operational dashboard metrics for their specific logistics hub.
Customer self-service
Empower B2B customers to check order histories and invoice structures directly, reducing manual admin distribution and support load.
Role-aligned security
Align reporting access automatically with role boundaries and purchasing permissions defined inside Pocketknife.
Automated distribution
Eliminate manual spreadsheet exports and email reports. Approved data is made available continuously and securely inside the B2B portal.
Bring secure reporting into your B2B portal.
Tell us about your Metabase dashboards, account structures and reporting requirements. We’ll show you how Pocketknife delivers relevant reporting to the right users.
Discuss your reporting requirements →