> 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/marketers-performance-report.md).

# 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.

## Accessing Marketers Performance Report

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 **Marketers Performance Report** from the dropdown list

<figure><img src="/files/gEShBfEuQqvioeJur0tO" 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/hXcClVG0CGcCl3LppoIp" 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