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Newly Opened Account Reports
The Newly Opened Account Report gives you a detailed view of all accounts opened within a specified date range in Udara360. Use this report to track customer acquisition and onboarding activity, review new account profiles, and monitor growth across branches and products. This guide will walk you through generating, filtering, and exporting the Newly Opened Account Report.
AccessingNewly Opened Account Report
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select Newly Opened Account Report from the dropdown list
Filtering the Report
Enter the Start Date and End Date at the top of the page to specify the period you want to view
Click the Filter button for additional 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
