Active Account Report

The Active Account Report gives you a list of all accounts that have recorded transaction activity within a billing period in Udara360. Use this report to monitor customer engagement, identify active product usage, and support billing and fee-related processes. This guide will walk you through accessing, filtering, and exporting the Active Account Report.

Accessing Active Account Report

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 Active Account Report from the dropdown list

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

📌 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