> 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/customer-account-balance.md).

# 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.

{% hint style="info" %}
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
{% endhint %}

## 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

<figure><img src="/files/09mD5J2XFFgHYfhMYT5V" 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/o9SeCVpDyfzrYtPtyi9Z" 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