Definitions

Source group

A grouping of related data models (tables) by origin. For example VAT Filing, SAF-T, Compliance Network, or Intelligence. See Data.

Connector

A link between Sovos Intelligence and a Sovos product that delivers validated, regulatory-grade data directly into the platform. See Connectors.

Company scope / row-level security (RLS)

The set of companies your user account is scoped to. Every action is limited to those companies by row-level security, regardless of role.

Data object

Data objects are the total count of discrete data records submitted. This includes:

• Header records.

• Master-file entries, such as customers, suppliers, general ledger accounts, and tax codes.

• Transactional documents, such as invoices, payments, and journal entries.

• Source-document references.

Each of these counts as an individual element or database record representing a distinct business event or entity definition. Data objects are the unit used for the data-volume limit that applies to your license. See License types.

Semantic model

A modeled representation of data (with defined aliases) that a query or report is built on. Output aliases in a query must differ from raw source column names.

Report Semantic Models

Semantic models generated from saved reports, available as a data source group in the query builder.

Cross-source reconciliation

Comparing two data sets from different sources to identify matched and unmatched records. See Reconciliation.

Cross-check report

A reconciliation report built from a cross-check query that compares two queries through match conditions.

Basic-table report

A report from a single-source query. Basic-table reports have no per-row statuses and no Overview panel. Their row menu offers Comments only.

Match condition

A column = column comparison, referencing each query's output aliases, that defines when two records reconcile. See Query and reconciliation reference.

#[MATCH]

The marker in a cross-check query that separates the two SELECT statements from the comma-separated list of match conditions. It is used exactly once.

Within tolerance

The behavior of the within operator, which matches values that fall inside a specified tolerance value rather than requiring an exact match.

Known exception

A reconciliation row status marking a record that does not reconcile but is accepted as a known, allowed difference.

Unreconciled

A record in a reconciliation report that has not been matched. The Report Overview shows reconciled versus unreconciled counts per source.

Manual Match

An action that pairs selected reconciliation records the engine did not match automatically; the selected records receive a shared Match Id.

Rule

An automation that categorizes records in cross-check reports, using either Filter conditions or a SQL rule. See Rules and automation.

Sovi AI

The natural-language AI in Sovos Intelligence that answers questions about your tax data and generates SQL, tables, and charts. See Insights.

Agentic Reporting

An Enterprise capability that turns a Sovi AI analysis into a saved report you can run again. See Create a report with Agentic Reporting.

Shareable dashboard

A dashboard created with the Shareable option enabled so that it can be shared. See Create a dashboard.

Report template

A saved report definition that can be run to produce report runs. See Standard report templates.

Report run

A single execution of a report template, listed on the template's Reports tab with a status and row count.

Data Explorer export

An export of data initiated from the Data grid. It appears in Downloads with the type Data Explorer.