Create a new review


Reminder: Review Frequency can be set for each account from the account's Internal tab. Review the steps for how to set this here.

 New reviews for a single review period can also be created at anytime. 

  • In your Green Check account, navigate to the Monitoring page.
  • Click Create New Review in the top right.
  • Select the AccountReview Length, and Review Period.
  • Click Create.

Once created, this report will be accessible from the Monitoring Open Reviews tab.

Reminder: If creating a review for multiple accounts, those accounts must be associated with the same Parent Account.  Data will be summarized across the selected acounts.