New Branches Report

The New Branches report allows the user to view branches added within the chosen time period, as well as a number of details about them.

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 "New Branches" report

Reading the Report

  • Master: Master branch of the newly-added branch
  • Br #: Branch number of the new branch. Click to view that branch’s details page
  • Type: Whether the branch is a branch or sub-branch
  • Branch: Full name of the new branch
  • City: City assigned to the branch
  • Entered: Date the branch was entered into nCino Incentive Compensation
  • Office: Office phone number for the branch
  • Br Manager: Employee assigned as the branch manager. Click to go to their employee details page
  • Cell: Cell phone number of the branch manager
  • Email: Email address of the branch manager
  • Job Title: Job title of the branch manager
  • Access: Branch manager’s access level
  • LO: Whether or not the branch manager is producing
  • Mgr: Whether or not the branch manager has a manager nCino Incentive Compensation Position

Exporting the Report

To export this page, click the export icon at the top right.

This export includes same columns present in the online version.