Secure report delivery

Private access from delivery to evidence.

DBX ONE reports are delivered through a protected hosted viewer. The authorised practice email is verified with a one-time code before the report, downloads or supporting invoice evidence can be opened.

Report access flow

  1. 1 Practice receives a private report link and reference
  2. 2 The authorised practice email is confirmed
  3. 3 A one-time code creates a short secure session
  4. 4 Report, downloads and invoice evidence open through protected routes

How reports are protected

Controlled access, not email attachments.

Email is used to notify the authorised recipient and deliver access instructions. The report and supporting files remain in private storage and are served only after the access checks have been completed.

Private report reference

Each report has a unique reference that is not a predictable public file path.

Email verification

The recipient enters the authorised practice email before a one-time access code is issued.

Short secure session

A successful code creates a time-limited secure session rather than leaving permanent access in the email link.

Private storage

Reports, source invoices and supporting evidence are stored outside the public website folders.

Protected evidence

Invoice evidence and report downloads use authenticated routes, so copying a file address alone does not bypass access checks.

Access records

Verification, report opening and protected downloads may be recorded for security, support and audit purposes.

Integrated exports

Excel, CSV and printable PDF downloads appear inside the verified report session and use the same protected delivery route.

Protection at each stage

The report remains useful without becoming public.

The interactive HTML report is delivered through controlled access. The public website, secure viewer, private storage and administrative controls have separate roles.

StageControl
SubmissionInvoices are uploaded through the protected submission route and linked to a unique DBX reference.
StorageSubmitted files and generated reports are held in private cloud object storage rather than a public web directory.
DeliveryThe authorised practice email receives a report reference and private access route, not the report as an attachment.
VerificationA one-time code is sent to the authorised email address before a short-lived viewing session is created.
EvidenceSupporting invoices and downloads are served through protected endpoints within the verified session.
AdministrationPublishing, revocation and client-closure actions require a separate short-lived administrator session.

Retention

Link expiry and data retention are separate.

Viewing access expires for security. The underlying invoice and report data follows the agreed service status and the Data Processing Agreement.

Free first report

The decision period lasts up to 90 days after delivery. During that period, the practice can review the report and decide whether to continue.

Continuing practice

When the practice agrees to continue, the relevant historical invoice and report data is retained for month-on-month comparison and recurring-issue analysis.

No continuation by day 90

If written continuation has not been agreed by the deadline, DBX ONE automatically deletes the website-stored supplier documents, report and associated access records.

Stopping the service

A defined deletion schedule.

The 90-day automatic-deletion deadline is accepted as part of the free-trial DPA. If the practice agrees to continue before then, historical data is retained for trend analysis until the service ends or the practice requests deletion. Expiring or revoking report access does not itself erase the underlying data.

Read the DPA