For the complete documentation index, see llms.txt. This page is also available as Markdown.
Savings Accrual History Report
The Savings Accrual History Report gives you a record of all interest accruals posted to savings accounts within Udara360. Use this report to track how savings interest is accumulating across the portfolio and support period-end reconciliation of accrued interest. This guide will walk you through accessing, filtering, and exporting the Savings Accrual History Report.
AccessingSavings Accrual History Report
Log into the application using your credentials.
From the dashboard, navigate to Reports in the side menu.
Expand Operational Reports and Select Savings Accrual 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
