> 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/operational-reports/account-balance-report.md).

# Account Balance Report

The Account Balance Movement Report gives you a view of balance changes across customer accounts within a specified date range in Udara360. Use this report to track account activity, review gross inflows and outflows, and monitor ending balances across branches and products. This guide will walk you through accessing, filtering, and exporting the Account Balance Movement Report.

## Accessing Account Balance

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Reports** in the side menu.
3. Expand **Operational Reports** and Select **Account Balance** from the dropdown list

<figure><img src="/files/YPiVuS6plPZNIemIHTKx" alt=""><figcaption></figcaption></figure>

## 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="/files/kD0w1AvZdZvw2wNdpKuf" alt=""><figcaption></figcaption></figure>

> :pushpin: Click Reset Filter to clear all applied filters and return to the full report.

## Exporting the Report

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