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.

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.

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

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

📌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