For the complete documentation index, see llms.txt. This page is also available as Markdown.
Deposit Balance Report
The Deposit Balance Report gives you a detailed view of deposit balances across all customer accounts in Udara360. Use this report to monitor the deposit portfolio, review account balances and accrued interest, and identify dormant or inactive accounts across branches. This guide will walk you through accessing, filtering, and exporting the Deposit Balance Report.
AccessingDeposit Balance Report
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select Deposit Balance Report 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
