See the tax questions, deadlines, exceptions, and operating trends behind each enabled module.
Analytics & Reporting automatically presents analytic story decks for modules active at the selected location. Each deck is organized around the operating questions that matter for that workflow, using the same scoped data the team reviews in the underlying module.
Current live decks cover Sales Tax Compliance, Purchasing Tax Compliance, both certificate managers, One-Click Reverse Audit, Sales Tax Matrix, Invoice Auto-Processing, and API Access. The interface only shows activated modules with an available story deck.
Instead of forcing every workflow into one chart template, the analytics surface selects the visual story that best explains the module’s current state.
Analytics uses the same active scope and access controls as the operational modules.
The carousel includes only modules that are active for the location and have a registered analytics story.
Choose Sales Tax, Purchasing Tax, certificates, recovery, matrix, invoices, or API Access to see the questions and KPIs specific to that workflow.
Use maps, gauges, funnels, treemaps, timelines, balance views, and status clusters with labels that explain what the values represent.
Purpose-built loading, empty, partial, and error states prevent a missing response from looking like a clean tax position.
Use the analytic story to prioritize review in the source module, where transaction, certificate, document, or filing actions are performed.
Understand readiness, exposure, and timing on both sides of the ledger.
See document health and recoverable opportunity before it becomes urgent.
Monitor the systems that feed and accelerate compliance.
The module rail filters by location activation and registered story coverage. Configuration and Analytics are excluded from their own deck list.
AI Assistant and Voluntary Disclosure story placeholders are intentionally excluded from claims of complete live analytic coverage.
Organization, location, entitlement, and user access remain part of every analytic request and module selection.
Analytics & Reporting is included on Professional and Enterprise plans. The stories visible to a user depend on activated modules, data availability, and location access.
See the story decks available for your active modules, locations, data sources, and reporting priorities.
