For the complete documentation index, see llms.txt. This page is also available as Markdown.
Loan and Advances
The Loan and Advances Report gives you a detailed view of all active loan and advance accounts across Udara360. Use this report to monitor portfolio performance, track outstanding balances, review repayment progress, and identify accounts that are past due. This guide will walk you through accessing, filtering, and exporting the Loan and Advances Report.
Accessing Loan and Advances
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Credit & Loan Reports and Select Loan and Advances from the dropdown list
Exporting the Report
Click the Export button at the top left of the page
Select your preferred format; CSV or Excel
The file will download automatically to your device
Filtering the Report
Click the Filter button at the top right of the page
Enter your preferred filter criteria
Click Apply to display the filtered results
📌 Click Reset Filter to clear all applied filters and return to the full report.
