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