How to Create Your First Dashboard and Download PDF Reports

Dashboard reports help you visualise project performance data and share insights with stakeholders. Use this feature when you need to monitor multiple project metrics in one view or generate reports for client presentations.

Before you start:

• Ensure you have access to your project in Mastt

Steps

Create your dashboard

1. Navigate to your project - Mastt automatically directs you to the dashboard view
2. Click the Add Dashboard button in the upper left corner of your screen
3. Alternatively, click the Create Recommended Dashboard button in the center for automatic setup

Choose your template

1. If you clicked Add Dashboard, select from the available template options:
   • Mastt designed templates
   • Your workspace templates (if available)
   • Empty - start from scratch and build your dashboard
2. Name your dashboard using a descriptive title

Customise your dashboard views

1. Customise your dashboard view in the right-hand corner to access layout options
   • Drag and resize tiles - move, edit, and resize dashboard elements to customise your layout
   • Presentation Mode - to lock tiles in position for client presentations
   • Print Preview - to display dotted outlines around each page section
2. Click Save to preserve your changes

Generate your PDF report

1. Make any final adjustments to your dashboard as needed
2. Click Save to ensure all changes are preserved

3. Select the Download button to export your dashboard as a PDF file.

Result: You now have a customised dashboard displaying your project metrics and a PDF report ready for sharing with clients or stakeholders.