Generate a Placement History Report

Use the Placement History pane to generate a Placement History report. The report displays all batches placed with outside agencies and attorneys for the specified date range. The default sort order is by internal batch number.

Note: The batch number displayed in the Agency/Attorney Evaluator tool doesn't match the batch number displayed in this report.

To generate a Placement History report

1. Do the steps to Rebuild Agency or Attorney Evaluator Data.

2. In the menu bar, click Reports and then click Placement History. The Placement History pane appears.

3. In the Start Date list box, click the start date for which to display data.

4. In the End Date list box, click the end date for which to display data.

5. Click Get Data. Batches placed with outside agencies and attorneys for the specified date range appear.

6. To modify the report view, see Report Options.

7. To print the report, click Print.

Related Topics

Report Options

Reports