Search/Filter

The Search/Filter feature allows you to narrow down records displayed on any list page in Udara360 based on specific criteria. It is available on all pages that display tabular data, including Postings, Accounts, Reports, and Role Management. This guide will help you apply, manage, and reset filters across the platform.

Using the Filter

The Filter button is located at the top right of every list page. Clicking it opens a filter panel displaying fields relevant to the data on that page; for example, the filter panel on the Cash Deposit page shows fields like Account Name, Account Number, Reference Number, Branch, and Date Range, while the Account Closure page shows fields like Account Number, Closure Date, Branch, and Closure Reason.

1. Click the Filter button at the top right of the list page

2. Enter your preferred filter criteria in the available fields

3. Click Apply to display the filtered results

Resetting Filters

To remove all applied filters and return to the full dataset, click the Reset Filter button at the top right of the list page. This clears all selected criteria and restores the table to its original state.

📌Note: Always click Reset Filter after completing a filtered search before starting a new one, this ensures no previous filter criteria carry over into your next search and affect your results.

📌Note: You do not need to fill in every field, enter only the criteria relevant to the records you are looking for.