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Monitors

Generate a 90-day Monitor summary

Last reviewed

A 90-day summary synthesizes the available updates attached to one Monitor during the preceding period. It does not add evidence that the Monitor did not capture, and a large body of updates may not all fit into one synthesis. On desktop web, Portrait offers the action in the unfiltered All view on the first page after at least three eligible Monitor updates have accumulated within the preceding 90 days and since the latest completed summary. The iOS Run summary now action is available even when this three-update requirement is not met.

The Monitor launch brief, also labelled Initial context, is a different result prepared when the Monitor is created. It can use background material without waiting for three updates. Do not treat it as evidence that the Monitor captured historical alerts or already generated a 90-day summary.

Generate the summary

  1. Open the Monitor in the web app, switch to All, clear filters, and return to the first page.
  2. When Create a 90-day summary is shown, select it.
  3. Wait for the resulting summary to appear in Inbox.
  4. Open the summary and compare its conclusions with the individual Monitor updates.

On iOS, open the Monitor actions and select Run summary now. The mobile action does not prove that sufficient eligible activity exists. A request with no updates to summarize can finish without creating a summary; repeatedly requesting one will not supply the missing evidence.

Summaries land in Inbox alongside individual updates. You can reference one in Easel for further work or export the summary to PDF from the web app.

Verify and troubleshoot

  • Confirm that the summary belongs to the intended Monitor and period.
  • Open the source updates for material figures and conclusions.
  • If the desktop action is absent, switch to All, clear filters, return to the first page, and then confirm that at least three eligible updates have accumulated within the preceding 90 days and since the latest completed summary.
  • If the result is sparse, check whether the Monitor captured enough qualifying updates during the period.
  • If the result is missing, check the Monitor's recent updates and Inbox. With no available updates, wait for captured activity rather than repeatedly requesting a summary. If updates exist and the request remains unresolved, reload the Monitor and contact support with its URL and the state shown.