Software migration and cutover · Checklist · intermediate

Migration scheduled-report delivery reconciliation

Reconcile scheduled reports, versions, recipients, permissions, runs, and delivery outcomes when reporting moves to a new PMS.
By Aptoria editorial team · 3 min read · Updated 2026-09-18 · Last reviewed 2026-09-18
Technical content review: Codex technical editorial review. Reviewed intent separation, internal consistency, original artifacts, failure states, source limits, privacy minimization, and links. No accounting, banking, security, safety, legal, tax, or other professional approval is claimed.
This is a technical review, not independent human or professional review.
The short answer
Freeze source schedules and subscriptions, map each report definition, parameters, cadence, timezone, recipient role, format, and access method to the target, assign every boundary occurrence to source, target, intentional skip, or manual replacement, then reconcile generated artifact identity and per-recipient send, delivery, bounce, access, and supersession evidence before retiring the source schedule.

Operational checklist

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Key takeaways

  • A migrated schedule includes report meaning and audience.
  • Send, delivery, access, and understanding are different states.
  • Suppress duplicate boundary runs.

Build a source-to-target subscription crosswalk

Record source/target schedule IDs, report definition/version, parameters, property/entity scope, timezone, cadence, next run, output format, attachment/link mode, recipients or role query, owner, and activation/deactivation boundary.
Minimize recipient data and preserve restricted exports appropriately.

Reconcile each boundary occurrence

Scheduled-report occurrence bridge
LayerExpected evidenceExceptionDisposition
GenerationOne intended artifact/versionMissing, duplicate, wrong parametersRegenerate or hold
AudienceResolved authorized recipientsMissing/excess/stale roleCorrect subscription/permissions
TransportProvider send/delivery/bounce eventRejected, delayed, unknownRetry under policy or alternate channel
AccessAuthorized recipient can open intended versionBroken link or overbroad accessContain and correct

Do not overstate provider events

Provider send evidence means the provider accepted a send request; delivery evidence has the provider’s documented meaning. Neither proves the human opened, understood, or acted on the report. Track required acknowledgment separately.
Amazon SES documentation illustrates provider-specific event types, batching, and ordering limits. Verify the actual delivery provider contract.

Close with one intended report, authorized audience, and supported outcome per occurrence

Name the population, cutoff, evidence version, owner, decision, unresolved exceptions, next checkpoint, and downstream records updated. Preserve the earlier state rather than replacing it with a clean current screen.
Reopen the record when a late event, changed source, new affected item, or downstream consequence invalidates the signed conclusion.

Edge cases

  • Role-based list resolves differently at run time: preserve the resolved population.
  • Link delivers but target permissions deny access: classify as access failure.
  • Both systems send: supersede one version and reconcile recipient consequences.

Sources and references

Follow each source to check the underlying claim. Access checks and professional review are different steps.
1. Primary source · Amazon Web Services
Amazon SNS notification contents for Amazon SES
Delivery, bounce, and complaint notifications have provider-specific fields, batching, and ordering semantics.
Source checked 2026-09-18
Automated source-access check: 2026-09-18.

Revision history

2026-09-18
Initial Phase 6 operational article with distinct intent, original artifact, source limits, and AI-assisted technical review.
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