How to Export Data to Excel
Export data from your Mastt registers as a CSV file for reporting, analysis or backup, and see where Excel downloads and imports fit in.
Export project information from your Mastt registers for stakeholder reporting, analysis or backup. The Export button downloads a CSV file, which opens in Excel and other spreadsheet tools.
Before you start
- Make sure you have access to the project that holds the data.
- Apply any filters or column changes you want in your export.
- Decide whether you want Current View or All Data (see below).
Export from a register
- Open the module and register that holds your data, for example Payments in the Cost Module.
- Click Export next to the Add button.
- Choose Current View or All Data.
- Wait for the file to be prepared, then download the CSV.
- Save it with a descriptive name, such as the project name and date.
| Option | What you get |
|---|---|
| Current View | Only the data on screen, with your filters and column choices applied |
| All Data | The complete register, including hidden columns and unfiltered data |
The Export button is available on your registers, for example Budgets, Contracts, Variations, Payments, Forecasts, Cash Flow and Risks.
CSV or Excel? Exporting a table always gives a CSV file. You only get a formatted Excel file from buttons labelled with Excel, such as Download Excel on the Risk module.
Other ways to get data out
| What | How |
|---|---|
| Risk Register | Click Download Excel (top right of the Risk module) for the standard Risk Register as a formatted Excel document. |
| Payment letters and reports | Download them from the three-dot menu on a payment. See Managing Payments in Mastt. |
| Dashboards | Download a PDF, or share a link, from the Share menu. See Building Powerful Dashboards in Mastt. |
Bring data into Mastt
| Where | What you can import |
|---|---|
| Project Schedule | MS Project `.xml` or Primavera P6 `.xer` files |
| Actuals | Excel `.xlsx` files |
| Budgets | Paste rows from Excel using Paste from Excel |
| Contracts | Paste line items from Excel, or upload a document and let AI fill in the form |
| Payments and variations | Upload a PDF and let AI pre-fill the form. See How to Use AI Pre-fill for Contracts and Payments and How to Use AI Pre-fill for Variations. |
| Cash flow | Paste a row of cells from Excel into the months |
| Risks | Upload new risks in bulk. See How to Use Risk Bulk Upload. To import changes from an exported register, contact your Customer Success Manager or submit a support ticket. |
Best practices
- Apply filters and column changes first if you want a specific view.
- Use descriptive file names that include the project name and date.
- Export regularly to keep a current backup of your critical project data.
Need help? Contact Mastt Support.