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AIM Help
Specify Global Settings for Agency Evaluator
Use the Agency Evaluator tab in the Options window to specify global settings for the Agency/Attorney Evaluator tool. For more information, see Rebuild Agency or Attorney Evaluator Data.
To specify global settings for Agency Evaluator
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In the menu bar, click Tools and then click Options. The Options window appears.
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Click the Agency Evaluator tab.
Note: Except for Principal and Interest, your organization defines the names of the money buckets in Latitude so they may not match the example. If your organization didn't define a money bucket, the check box names are blank and not used. See the last two check boxes in the example.
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In the first section, select the money buckets to use when rebuilding placement data for Agency Evaluator reports.
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In the second section, select the money buckets to use when rebuilding collection data for Agency Evaluator reports.