Branches without an Assigned Manager Report

The Branches without an Assigned Manager report displays all branches that are currently lacking an assigned manager.

Minimum Compensation Access Level Required: Executive

 

Accessing the Report

To access this report,

  1. From the nCino Incentive Compensation menu, click "Report ▼" .
  2. Click "All.".
  3. Click "System Audit".
  4. Click the "Branches without an Assigned Manager" report.

Reading the Report

 

This report includes the following columns:

  • Master: Branch number of this branch’s master branch (if applicable).
  • Br #: This branch’s assigned branch number. Click to go to its Branch Details page.
  • Type: Branch type. Usually “Branch or “Sub-branch .
  • Branch: Full name of the branch.
  • City: City where the branch is located.
  • Entered: Date the branch was entered into nCino Incentive Compensation.
  • Office: Phone number for the branch.
  • Br Manager: Full name of the branch manager (if prior manager is now inactive).
  • Job Title: Assigned job title of the prior branch manager (if prior manager is now inactive).
  • Last Log In: Date the branch manager last logged in.

Exporting the Report

To export this page, click the export icon.

See also: