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The Balance Sheet Report gives you a snapshot of Udara360's financial position at a specific point in time. Use this report to review assets, liabilities, and equity organised by the level of detail you select, and support period-end reviews, regulatory submissions, and financial analysis. This guide will walk you through generating the Balance Sheet Report.
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Financial Report and Select Balance Sheet from the dropdown list

Click the Branch dropdown and select the branch you want to generate the report for
Click the Level dropdown and select the desired level of detail; Level 1, Level 2, Level 3, or Level 4
The Use Current Financial Date toggle is enabled by default, the system will automatically use the current financial date. To specify a different date, disable the toggle and select a date in the Financial Date field
Enable the Ignore Zero Balances toggle if you want the report to exclude accounts with zero balances
Click Generate Report to produce the report

Click the Export button at the top right of the page
Select your preferred format; CSV, Excel, PDF, or Print
The file will download automatically to your device
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