How do I filter reports?

The standard option for filtering reports in nCino Incentive Compensation is by Region, Branch, and/or Employee, depending on your access level.

  • To filter by Region, select the region number in the Region (Reg) drop down list. By default, the Branch (Br) and Employee (Emp) drop down lists will automatically update to reflect only those pertaining to the selected region.
  • To filter by Branch, select the branch number in the Branch (Br) drop down list. By default, the Employee (Emp) drop down list will automatically update to reflect only those assigned to the selected branch.
  • To filter by Employee, select the employee’s name in the Employee (Emp) drop down list.
  • To remove a filter, select -All- or " in the Region, Branch, and Employee drop down lists. Alternatively, click the arrow-circle icon to remove filters from a field.

NOTE: Some pages require you to click GO after making your filter selections in order for the report to display the filtered view.
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