Specialist Microsoft Excel reports for NHS Primary Care, working in conjunction with clinical system applications

Download Updates

Below are the latest ViPC Dashboard QuarterMasters.
If the QuarterMaster Excel report you are using has displayed an update message, please click the appropriate download button shown below to update the report.


Important:  All ViPC QuarterMasters are licenced applications and will only work if your practice has a valid licence to use the specific report. Please feel free to contact us to request a licence.

Optum (EMIS Web) QuarterMaster Reports

Quartermaster Dashboard - Download Instructions

You must create a folder called QuarterMaster on your G: or S: drive (whichever is available on your system):


1. Download

• Click the Download button below.

• Wait for your browser to complete the download.

2. Open the File

• When prompted, select Open or Run to extract the files (the exact option will depend on your browser).

New Installation


3. Installation Path (Required)

The default installation path is set to: O: \ ViPC please remember to change this to 

G:\QuarterMaster

or

S:\QuarterMaster

• All files must be saved into this folder for QuarterMaster to run correctly.

• Use the Browse... button during installation to select this folder.

Updating an Existing Installation


4. Select Existing Folder

• Click the Browse... button.

• Choose the same QuarterMaster folder on your G: or S: drive where the Dashboard is already installed.

• This will replace the existing version.

5. Final Step

• Click the UNZIP button to complete the process.


Download and install the complete dashboard, which includes all the ViPC QuarterMaster Excel files listed below.

Please close any open Excel reports before initiating a download!


All these reports require a search to be run within the Optum clinical system and an exported CSV report file produced. The QuarterMaster will then prompt you for the exported CSV file. If the clinical system search needs to be updated use the .xml file download option below.

Specialist Excel Reports

Below are the individual specialist Microsoft Excel reports that make up all the reports in the Quartermaster Dashboard.

Tip: The majority of these reports provide a ViPC tab in the top Microsoft Excel ribbon that include additional tasks, such as creating a list of NHS numbers, so that the patients can be imported back into the clinical system for mail merge purposes or other tasks.

Click Download button > Once download has completed > Click Open or Run and follow instructions...

Routine Child Immunisations

Download QuarterMaster

Version: 1.0.0 | Updated: 16/12/2024

This will produce a detailed  immunisation report on all children aged 10 years and younger.
Showing given and outstanding immunisations and stages.

Download Search (.xml file)

Diabetes Management

Download QuarterMaster

Version: 1.1.0 | Updated: 11/04/2025

Displays tests, exams, lifestyle, risk factors, co-morbidities, and additional data columns of information to highlight areas in the management of diabetes.

Download Search (.xml file)

GMS Activity Report


Download QuarterMaster

Version: 1.3.0 | Updated: 27/11/2022

Shows General Medical Services activity including areas such as Appointments, Consultations, Encounters, MED3, Medication, Online Medication, Referrals, Letters, SMS, Pathology, Smoking

Download Search (.xml file)

MoB LTC Management

Download QuarterMaster

Version: 1.0.0 | Updated: 10/03/2025

Choose which long term conditions you would like to review, and use the interactive tools to define patients by month of birth.

This reports shows the last review, invite, exception and some clinical data for certain LTC's.

There is also a quick method to create a mail merge document for use with external organisations such as docmailer.

Download Search (.xml file)

MoB LTC & Medication Reviews

Download QuarterMaster

Version: 1.0.0 | Updated: 10/04/2025

Provides a drug lookup table that may be customised to define what tests, health indices, reviews should be carried out against each drug(s) a patient is on. It consolidates all the data where patients are on multiple drugs to provide a single reference for the HCP to carry out.


This report can also be defined by month of birth and/or clinical condition(s)

Download Search (.xml file)

Repeat Medication Analysis

Download QuarterMaster

Version: 1.0.0 | Updated: 09/01/2025

Displays a comprehensive data analysis report on all repeat medication across the whole practice.

Including last medication review and next set diary date.

Download Search (.xml file)

Seasonal Influenza Report


Download QuarterMaster

Version: 1.0.0 | Updated: 14/02/2025

This report will provide statistical details of the yearly Seasonal Influenza vaccinations.


Including vaccines given in and out of practice, clinical judgement, PSD, alllergies and declined vaccines.

Download Search (.xml file)

Weight Management Report


Download QuarterMaster

Version: 1.0.0 | Updated: 07/02/2025

The objective of this report is to shows all patients aged over 17 years that have or had (in last 10 years) a BMI reading outside the normal range of >=30 or <=18.5.

A trend graph of the last 10 readings shows loss or gain over the period up to the last reading.


Other relevant clinical data is also provided showing the latest information/values, including interactive tables and charts for a visual representation of the weight management data.

Download Search (.xml file)

Frailty Classification Report

Download QuarterMaster

Version: 1.0.0 | Updated: 02/06/2025

To help to identify patients aged 65 years and over at risk of being frail, by degree, using an evidence-based tool, supplemented by clinical judgement.


This report uses Rockwood (CFS) and eFI Scores, and shows latest Frailty Classification and those that need to be classified.



Includes comorbidities, fragility fracture and last frailty assessment.

Download Search (.xml file)

Palliative Care Management Report

Download QuarterMaster

Version: 1.0.0 | Updated: 09/10/2025

The objective of this report is to show patients on the palliative care register and provide useful information around end of life care and management.


It also includes patients that have died within the last year, together with other relevant information that may be applicable.

Download Search (.xml file)

South West Cardiff - QuarterMaster Reports

MDT Data Analysis

Download QuarterMaster

Version: 1.0.0 | Updated: 14/10/2024

This report has been designed specifcally for SW Cardiff MDT Team to provide an activity data count.

Download Search (.xml file)

NOAC Analysis

Download QuarterMaster

Version: 1.0.0 | Updated: 03/09/2024

Patients taking NOAC medication, including monitoring & management data

Download Search (.xml file)

Other - QuarterMaster Reports

CKD QIP

Download QuarterMaster

Version: 1.0.0 | Updated: 14/07/2025

Chronic kidney disease (CKD) quality improvement project 2025 to 2026.



This project focuses on reducing kidney disease progression towards end stage kidney disease and reducing cardiovascular morbidity in patients with CKD.

Download Search (.xml file)

CVD QIP

Download QuarterMaster

Version: 1.0.0 | Updated: 22/09/2025

CVD prevention in people with high BP quality improvement project 2025 to 2026.


Quality Improvement Project for Cardiovascular Disease (CVD), supported by Public Health Wales and the Welsh Government to improve the prevention, identification, and management of CVD across the country.

Download Search (.xml file)

Request a Report

If you would like a report designed for a specific project, please contact us to arrange a chat.