We have come to the final part of this Sage Intelligence 3-part series! Let’s take a look at what we have been through so far. In Part 1, you learned how to get started in the cloud with Sage 50cloud Intelligence giving you instant access to online financial reports. In part 2, we showed you how to customize your reports giving you the ability to present your data the way you want.
In the final part of this series, we’re going to explore the Sage 50cloud Intelligence Management pack. Have you ever wanted to run your financial reports all at once and have them stored neatly in one place for easy access in future? With the Management Packs in Sage Intelligence you can create a powerful pack of multiple financial reports (both standard and custom) and run them all at the same time. Navigating from one report to the other is as easy as clicking through tabs (no more minimizing or closing windows). Let’s get started!
Load Sage Intelligence and define your Management Pack
2. Add some reports to the Management Pack
3. Add options to the reports
Check the following boxes:
4. Add filters and run the Management Pack
5. Download your Management Pack to Microsoft® Excel®
We hope you’ve enjoyed this 3-part series and gained some important knowledge on how Sage Intelligence can help you become the champion of your financials and finally get them to work for you and your business!