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How to Create Your First Dashboard and Download PDF Reports

Complete workflow guide for dashboard creation and PDF generation in construction project management

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. Go to your project or program, you’ll land on the Dashboard tab by default
    2. Click Start a Dashboard in the upper left corner with the AI design icon

    You'll see three options for creating your dashboard:

    Option 1: AI-Assisted Dashboard

    1. Click AI-Assisted for automated dashboard creation
    2. Follow the prompts to generate your dashboard automatically

    New to AI dashboards? Learn how intelligent automation can build the perfect dashboard for your project in minutes - click here.

    Option 2: Use a Template

    1. Click Search Template to browse available options
    2. Choose from three template categories:
      • All Templates: Complete library of available templates
      • My Workspace: Templates saved to your workspace
      • Mastt Templates: Templates from the Mastt library
    3. You can also type in the search bar what type of template or dashboard you're looking for and Mastt will show you options when available
    4. Click View Template to preview any template
    5. Review the template details including:
      • Template type and purpose
      • What it's great for
      • Included components
      • Usage examples
    6. Click Use Template at the bottom right of the preview window
    7. Mastt will automatically create the dashboard with pre-configured tiles

    Option 3: Start from Scratch

    1. Click Start from Scratch to create an empty dashboard
    2. Add tiles manually using the Add Tiles button

    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.

    Pro tip: Create workspace templates for frequently used dashboard layouts to save time on future projects. Refer to How to Create Custom Dashboard Templates for a detailed guide.