> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/reports/credit-and-loan-reports/loan-tracking.md).

# Loan Tracking

The Loan Tracking Report gives you a granular view of the repayment performance and outstanding obligations of all loan accounts in Udara360. Use this report to monitor portfolio performance, review projected figures at maturity, and assess current PAR classification across the loan book. This guide will walk you through accessing, filtering, and exporting the Loan Tracking Report.

## Accessing Loan Tracking

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Reports** in the side menu.
3. Expand **Credit & Loan Reports** and Select **Loan Tracking** from the dropdown

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FtAVve4cxMmOekXzUQ2xV%2Fe93088d7-6270-4d53-aab6-839d427fe705.png?alt=media&amp;token=ea26cfe5-eca5-4037-86a2-3b0ff8f7cd26" alt=""><figcaption></figcaption></figure>

## Exporting the Report

1. Click the **Export** button at the top left of the page
2. Select your preferred format; **CSV** or **Excel**
3. The file will download automatically to your device

## Filtering the Report

1. Click the **Filter** button at the top right of the page
2. Enter your preferred filter criteria
3. Click **Apply** to display the filtered results

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2Fo1MiAmWBaLCmToj0E5FM%2FScreenshot%202026-06-02%20183207.png?alt=media&amp;token=1792bc9b-3de4-429b-b7e5-be2d904fd163" alt=""><figcaption></figcaption></figure>

> 📌 Click **Reset Filter** to clear all applied filters and return to the full report
