video1.0<iframe src="https://www.loom.com/embed/45bd4503583043ed8ddcdd99d5073f48" frameborder="0" width="1340" height="1005" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10051340Loomhttps://www.loom.com10051340https://cdn.loom.com/sessions/thumbnails/45bd4503583043ed8ddcdd99d5073f48-4421fb500cca5a8d.gif156.605This Loom explains how to use the management daily report in 10X, a permissions based report that summarizes today’s orders and invoices by bookings, profit, orders and lines, and projections. It also shows the same metrics for today, this week, the current month, and the current year, with further breakdowns by customer, category, order writer, source, and quotes, plus purchase orders and inventory information. The report can include or exclude AR invoices created in the accounting screen but not linked to a sales order, controlled by an admin setting. It includes clickable links to jump to related screens such as orders for a specific source, items on hand, open POs, and the accounts receivable aging report.