SendBriefs vs Reportz
Why teams switch from Reportz to SendBriefs.
Reportz centers KPI dashboards. SendBriefs centers the brief — narrative + live data + approval, on a delivery schedule clients trust.
Why teams switch
Three things that change.
01
KPIs in context
Numbers without narrative are noise. The brief is where the story goes.
02
Scheduled delivery + approvals
Briefs ship on time, every period, with a paper trail.
03
Onboarding included
Live setup call on every paid plan — not a tier upgrade.
Side by side
Feature by feature, fair framing.
| Feature | SendBriefs | Reportz |
|---|---|---|
| Brief editor | Block-based with live data tokens — type, embed, schedule. | Dashboard-first. Reports built around tiles, not narrative. |
| Per-client white-label | Full theming + custom domain on every paid plan. | White-label is available — tier-gated, with custom-domain on higher plans only. |
| Client approval flow | Private review link, inline comments, two-click sign-off, audit log. | Comments + share link. Audit log varies by plan. |
| Integrations | 10 native + webhook fallback. Roadmap published. | Broad native catalog. Some require third-party connectors. |
| Pricing model | Per-client. Seats are unlimited. | Tiered by client count + sometimes seat-gated. |
| Onboarding | Live setup call on every paid plan + 30-day money-back. | Self-serve docs. Concierge on top tier. |
Competitor descriptions reflect their current public surface area. Their pricing and feature gates change frequently — verify on their site for the latest.
Fair credit
Where Reportz is strong.
Reportz has clean per-KPI dashboards for teams where the KPI grid IS the deliverable.
If those things are what you’re optimizing for, Reportz is the right call. SendBriefs is built for teams whose deliverable is the brief, not the dashboard.
See all comparisonsSwitch from Reportz in an afternoon.
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