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Your First MPC Explorer Report: Quick Start Guide

A simple step-by-step walkthrough to help you build your first report.

Written by Stefan Cataldo
Updated over a month ago

MPC Explorer makes it easy to understand how your practice is performing. If you are new to reporting or not sure where to start, this guide walks you through creating a simple report in just a few minutes.

By the end, you will know how to choose a subject, pick a date range, add a few breakdowns, select KPIs, and view your results in tables or charts.


Step 1: Choose What You Want to Analyse

When Explorer opens, you will see 4 cards at the top:

Performance

Bookings, cancellations, diary utilisation, revenue per hour and patient metrics.

Treatments

Revenue, treatments, treatment item volume.

Treatment Plan Pipeline

Courses of Treatments (Created, Completed, Incomplete etc), Plan stages, conversions, drop-offs.

Dashboard

Fully customisable Dashboard for mult-subject view of charts and KPIs from any subject.

For this quick start, click Performance.

πŸ’‘ Top Tip: If you are unsure which option to use, choose Performance. It is the best place to explore appointment activity and overall practice usage.


Step 2: Set Your Date Range and Basic Filters

Once you select your subject. the configuration panel expands. This is where you choose what period you want to analyse and which practices or providers are included.

You will see five key Filters.

1. Date Range

Click the Date Range dropdown and choose a preset like Last 30 Days or Last Month.

πŸ’‘ Top Tip: Presets are the quickest way to start. Use Custom Range when you need specific dates.


2. Practices

Choose which practices you want included.

  • All dental practices (default)

  • Or select specific practices

Use this when you want to focus a report on one site or compare a smaller group of practices.


3. Providers

Filter by provider activity or type.

Common options include:

  • Active, Charging (default)

  • All providers

  • Individual providers

  • Provider types such as Dentists, Hygienists, Therapists

This is helpful when you want to look at trends for a specific team.

πŸ“ Please note: If you are running a report across a wide date range, with many practices and providers, it will take longer to generate.


4. Report Interval (Time Grain)

This controls how data is grouped over time.

  • Daily

  • Weekly

  • Monthly

For a first report, Monthly is a good starting point.


5. Table Layout

This controls how your table is structured visually.

Metrics as Columns (Default)

KPIs across the top.

Breakdowns down the side.

Great for comparing a few metrics over time.

Metrics as Rows

KPIs stacked vertically.

Breakdowns become columns.

Ideal when analysing many KPIs at once.

Metrics as Rows, Time as Columns

A pivot-style layout.

Rows show KPIs.

Columns show time periods.

Best for spotting clear trends over time.

πŸ’‘ Top Tip: If you are unsure, start with Metrics as Columns. You can change layout anytime.


Step 3: Add a Few Breakdowns

Breakdowns let you slice your report.

In the left sidebar:

  • Tick Time Period

  • Tick Practice

  • Tick Provider

This gives you a simple structure:

Month β†’ Practice β†’ Provider

πŸ’‘ Top Tip: Drag and drop breakdowns to change the hierarchy after you have generated your report.


Step 4: Select Your KPIs (Metrics)

Choose what you want to measure.

In the KPI Library, select:

  • Hours Available

  • Hours Worked

  • Worked %

  • Patients Seen

These give you a clear picture of capacity and activity.

πŸ“ Please note: The report will dynamically update when you add/remove KPIs automatically


Step 5: Generate Your Report

Click Generate Report.

You will see a table like this:

  • A table grouped by Time Period β†’ Practice β†’ Provider

  • Your KPIs as columns

  • Totals at each level

  • Expand or collapse arrows to navigate through the data

  • Toggle between the Grouped VIew or Flat View to change the structure of the table.

πŸ’‘ Top Tip: Use Flat View if you want a simple row-based table without grouping.


Step 6: Explore Table and Chart Views

Table View

Best for detailed comparisons and drilling into the hierarchy.

Chart View

Click the Chart View tab to visualise your data.

Try a simple example.

  • Chart Type: Bar

  • X-Axis (horizontal): Practice

  • Y-Axis (vertical): Hours Worked

The chart will generate automatically.

πŸ’‘ Top Tip: Charts help you visualise your data and spot outliers quickly.


Step 7: Save or Export Your Report

Save Your Report

  • Click Save Current Report

  • Enter a name such as Monthly Performance Overview

Export Your Report

Click Export and choose:

  • CSV

  • Excel

  • PDF

Exports include your current filters and settings.


Common Questions

Why is my report empty?

Check that you selected at least one breakdown and one KPI, then click Generate Report.

Why is my report taking so long to run?

Reports take longer when you include a wide date range, many practices or providers, or a large number of KPIs. If it feels slow, try narrowing the date range, removing a few KPIs, or focusing on a smaller set of practices/providers.


Next Steps

Once you are comfortable with basic reports, try:

  • Adding more KPIs

  • Reordering breakdowns

  • Creating charts with a secondary axis to compare 2 different KPIs

  • Create a monthly report over a few months and Use a line chart with multi-series at the Practice level to visualise trends between practices.

  • Save a chart to the Dashboard and start building out your personalised Dashboard

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