Reports & Markwell-Tracked Recovery

How should I run a monthly review in Markwell?

Once a month, use Reports and a Period Summary to look back over your recent weekly reports. No extra import is needed.

How it works

Open Reports and look over the recent weekly reports.
Select the reports covering the period you want to review.
Generate a Period Summary.
Review Markwell Opportunity, Markwell-Tracked Recovery and follow-up performance.
Check Follow-Ups for overdue work and unresolved treatment.

There’s no separate Monthly Review screen and no month-end import. Your weekly imports already cover the month’s treatment.
Period Summary works from the reports you select, not a custom date range.

Tell us what you were trying to do, and where it went wrong.