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Data and Analytics

Sovos Intelligence

Create a rule

Define a rule that applies a status to matching records.

Available on Enterprise on cross-check (reconciliation) reports to Organization Admins and Collaborators. A rule uses either Filter conditions or a SQL rule, but not both. At least one is required.

  1. On the cross-check template (or a report), open the More options menu and select Create Rule.
  2. Under Basic Information, enter a Name and Description, and set the Active toggle. When active, the rule applies to this report and all future reports. You can also apply it to older reports manually.
  3. Under Actions, choose the report to apply to (a specific run, or select Run for all existing reports) and the Change status to apply when a record matches:

    • Open (default)

    • Matched

    • Known Exception

    • Resolved

    Optionally set a Sub Category and Labels to further classify matched records.

  4. Define the conditions in the Condition Builder using Filter or SQL mode.
  5. Select Save. Sovos Intelligence validates the rule and flags any errors.

Last updated: July 24, 2026