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Insights aggregate data Syntage has already extracted for an entity. They combine invoices, SAT records, credit reports, RPC records, RUG records, and other datasource-backed records into metrics and summaries that are easier to use directly. Most insight endpoints return calculated data for one entity and accept optional options[...] query parameters for date ranges, pagination, ordering, or grouping. The exact options are documented on each endpoint page.

Categories

Exports

Some insights can be exported as CSV or XLSX files with the insight export endpoint. Use the same options[...] filters you would use on the corresponding insight endpoint, and set the Accept header to the format you want. For example, export the Shareholders insight with GET /entities/{entityId}/insights/shareholders/export and pass the relation direction as options[relations.relationType].

Reports

Reports group insights into a configurable layout for an entity. Use them to view a full credit-review layout in the dashboard or to download it as a PDF document through the Exports API.