How to Share Real-Time Reports with Specific Users in Dryfta

I want to create and share a real-time report for attendees who requested visa letters and give access to my colleagues without repeatedly downloading and sending Excel files. How can I generate a real-time report link and ensure only authorized users can access it?

To share real-time reports with specific users in Dryfta, follow these steps:

1. **Create a Tag in People Module:** Go to the People module in your Dryfta admin panel and create a tag that represents the group of users who should have access to the report (e.g., "Visa Letter Requesters" or "Report Access").

2. **Assign the Tag to Users:** Assign this tag to all users or colleagues whom you want to be able to access the real-time report.

3. **Configure the Report with the Tag:** When setting up or editing the report, select this tag as a filter or for report access permissions. This means anyone with that tag can view the real-time report directly.

4. **Sharing the Real-Time Report Link:** Once configured, you can share the real-time report link with tagged users. They will be able to access the live data without needing to download and send Excel files each time.

**Notes:**
- If users encounter a validation prompt or their email is not recognized, ensure they are properly tagged in the system.
- If you need further assistance, contact Dryfta customer support or consult their knowledge base.