For the complete documentation index, see llms.txt. This page is also available as Markdown.
Marketers Performance Report
The Marketers Performance Report gives you a summary of business activity and performance metrics for each account officer within Udara360. Use this report to review individual officer contribution, monitor portfolio performance, and support management reporting across branches. This guide will walk you through accessing, filtering, and exporting the Marketers Performance Report.
AccessingMarketers Performance Report
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select Marketers Performance 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
