Migration guide
Migrate from Reportz in a weekend
Move from Reportz's KPI-dashboard model to SendBriefs's brief-led reporting. Step-by-step migration playbook for 5 hours of focused work.
The migration in 9 steps
- 01
Export Reportz dashboards as PDFs (reference)
- 02
Catalogue KPI mappings + client list
- 03
Reserve a Founders Circle seat at /early-access
- 04
Reconnect data sources via OAuth
- 05
Clone the SendBriefs starter templates (monthly + weekly)
- 06
Migrate top 5 clients (brand kit + cadence + delivery)
- 07
Run side-by-side test for one client
- 08
Cut over remaining clients
- 09
Cancel Reportz subscription
Why teams switch#
Reportz organizes everything around the KPI dashboard — clean per-KPI tiles, simple configuration, low ramp. SendBriefs organizes everything around the brief — the narrative artifact your client opens, with KPIs embedded inside it.
If KPI tiles are the deliverable for your client work, Reportz is a fine fit. If your clients need context alongside the numbers ("what does this mean?" "what are we doing about it?"), the brief format is structurally better.
Before you start#
- Reportz admin access
- KPI list + client roster
- 4-5 hours of focused time
What stays the same#
- Data source connections. Same OAuth flow.
- KPI definitions. Whatever Reportz tracks, SendBriefs can pull as a live data token.
- Client list + cadences.
What changes#
- Deliverable composition. KPI dashboards become metric tiles inside a brief, with narrative blocks around them.
- Per-client branding depth. SendBriefs supports per-client custom subdomains; Reportz white-labels at the workspace level only.
- Approval flow. SendBriefs ships inline review + audit log; Reportz doesn't.
Step-by-step walkthrough#
1. Export your existing Reportz dashboards as PDFs#
Use them as reference when recreating templates. Each Reportz dashboard becomes a section (or two) in a SendBriefs brief.
2. Catalogue KPI mappings#
client | KPIs | sources
Acme | sessions, MQLs, CAC, ROAS | GA4, HubSpot, Stripe, Google Ads
...
3-9. Follow in-app onboarding#
Setup flow walks you through OAuth reconnection, template cloning, and client migration in batches.
Common gotchas#
- KPI-to-section mapping. A KPI grid in Reportz becomes a metric-tile block (or two) in SendBriefs, surrounded by narrative. The KPIs are the same; the surrounding structure is different.
- Dashboard URL → brief URL. If clients had bookmarked Reportz dashboard URLs, those will break. Plan to send a "we've moved" email to each client during cutover.
- Scheduling overlap. Cancel Reportz schedules before SendBriefs schedules fire.
When to ask for help#
For >25 clients or heavy custom KPI work, apply to Founders Circle for hands-on migration support.
We’ll migrate you in a weekend
Founders Circle agencies get hands-on migration help.
We pair with you, recreate your top templates, set up your top 5 clients, and run the first cycle alongside you. Plus lifetime discount + co-marketing. Capped at 25 agencies total.
Migrate from Reportz. Render your first brief this week.
Founders Circle pre-launch — we migrate you in a weekend, set up your first 5 clients, run the first cycle together. Capped at 25.