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GL Balance History Report
The GL Balance History Report gives you a detailed transaction-level view of all postings made to general ledger accounts within Udara360. Use this report for GL reconciliation, audit reviews, and monitoring ledger activity across all branches. This guide will walk you through accessing, filtering, and exporting the GL Balance History Report.
This report displays records only when filter criteria have been applied. Use the Filter button to search by date, GL code, GL name, or other criteria to load results.
AccessingGL Balance History Report
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select GL Balance History 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
