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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

  1. In the menu bar, click Tools and then click Options. The Options window appears.

  2. Click the Agency Evaluator tab.

Options window - 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.

  1. In the first section, select the money buckets to use when rebuilding placement data for Agency Evaluator reports.

  2. In the second section, select the money buckets to use when rebuilding collection data for Agency Evaluator reports.

Related Topics

Global Settings