Customer Account Balance

The Customer Account Balance report gives you a snapshot of the current ledger balance and available balance for all customer accounts in Udara360. Use this report to get a quick view of account balances across branches and products at any given point in time. This guide will walk you through accessing, filtering, and exporting the Customer Account Balance report.

This report displays records only when filter criteria have been applied. Use the Filter button to search by date, account number, or other criteria to load results

Accessing Customer 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 Customer Account Balance 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