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- Free switch-over
For agencies
Switch your client reports over, free
Moving from another reporting tool? Tell us which reports you send. We rebuild up to 10 of them in the Reports centre, with your brand and schedules, and check them with you. We aim to finish in 10 working days.
How it works
1. Tell us what you send
Which reports, to how many clients and how often. A link to an example helps.
2. We rebuild them
As Reports centre templates with your cover and brand, schedules and recipients set up as before.
3. You check them
We go through them with you before the first report goes out. Nothing is sent without your say-so.
What is included
- Your report types rebuilt as Reports centre templates
- Your brand on reports and links
- Schedules and recipients set up as before
- Your own figures (calls, sales, ad spend) brought in from a CSV file or a Google Sheet
- A check-through with you before the first report goes out
Ask for the switch-over
Already have an account? Sign in and ask from Reports → Move my reports over, so the request opens in your workspace straight away.
