> 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/posting-reports/customer-account-history.md).

# Customer Account History

The Customer Account History report gives you a detailed transaction-level view of all postings made to customer accounts within Udara360. Use this report to investigate specific transactions, respond to customer enquiries, and support account reconciliation and audit reviews. This guide will walk you through accessing, filtering, and exporting the Customer Account History report.

{% hint style="info" %}
This report displays records only when filter criteria have been applied. Use the Filter button to search by account number, date, or other criteria to load results.
{% endhint %}

## **Accessing** Customer Account History

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Reports** in the side menu.
3. Expand **Posting Reports** and Select **Customer Account History** from the dropdown list

<figure><img src="/files/aqsaTGRHkWWyAgC5brnI" 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/vGrf0YyLfBFBImZjKIAx" 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