Get more from key areas of Sovos Intelligence.

Insights

Start with a broad question and refine using follow-ups in the same conversation. Use All Insights to revisit earlier analyses. On Enterprise, use Agentic Reporting to turn a useful analysis into a saved report you can run again.

Dashboards

Use the standard dashboards for at-a-glance monitoring. On Enterprise, build your own by creating widgets and pinning them to a focused dashboard.

Reports

Run the standard templates for filing-ready summaries. On Enterprise, create custom templates for recurring analysis, and export results to Downloads for offline review and sharing.

Reconciliation and rules (Enterprise)

Use rules to automatically categorize records in cross-check reports, and Manual Match to pair records the engine didn't. Give rules clear names and test on a subset before applying broadly.

Queries (Enterprise, Organization Admins and Collaborators)

Save frequently used queries for reuse, use parameters :name so a query works across periods and countries, and Run Preview to validate before saving.

Connectors

Review Sync Logs regularly to confirm data is current and check failed syncs promptly. Use the date filter to focus on a period.

Data

Browse All Data to see the records behind your reports and queries; export a model to get the complete dataset.