For the complete documentation index, see llms.txt. This page is also available as Markdown.
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
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Credit & Loan Reports and Select Loan Tracking from the dropdown
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
