Ask Sovi AI to build and save a report you can run again.

Available on Enterprise to Organization Admins and Collaborators. Agentic Reporting sets up the query, builds the analysis, and, when you confirm, saves it as a report you can run again. No SQL required.

1. In Insights, describe the analysis you want. For example, “Produce a monthly VAT trend analysis”.
2. Sovi AI shows a Worked on your request status while it builds the analysis.
3. It returns a named analysis (for example, Monthly VAT Trend Analysis) with a written narrative of the findings and a Click to review the data link. The narrative ends by asking whether you'd like to save the analysis as a report.
4. Review the results in the panel at the bottom of the chat, using the Table, Query, and Chart tabs. Use Copy to copy the query.
5. To save, reply to confirm (for example, “Yes, save this as a report named Monthly VAT Trend”). Sovi AI confirms when it has saved the report.

Saving creates a query and a report that captures the analysis you were viewing. Open it from Reports to review the run or run it again.

See Queries and Reports for more information.