For the complete documentation index, see llms.txt. This page is also available as Markdown.
Account Balance Movement
The Account Balance History Report gives you a detailed transaction-level view of account activity within Udara360, showing each posting alongside the corresponding running balance. Use this report for reconciliation, audit reviews, and investigating specific transactions on a customer account. This guide will walk you through accessing, filtering, and exporting the Account Balance History Report.
AccessingAccount Balance Movement
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select Account Balance Movement from the dropdown list
Filtering the Report
Enter the Financial Date (From) and Financial Date (To) in the date fields at the top of the page to specify the period you want to view
Click the Filter button for additional filter criteria
Click Apply to display the filtered results
📌Click Reset Filter to clear all applied filters and return to the full report.
Exporting the Report
Click the Export button at the top of the page
Select your preferred format; CSV or Excel
The file will download automatically to your device
