Branded client reports

Branded client reports are the print-to-PDF deliverable for agencies. One per monitored domain. Carries your workspace brand (name, logo, accent colour) in the header, then a clean breakdown of the domain's monitored events for the selected period.

What's in a report

• Header — your logo + brand name + the domain being reported on.
• Period selector — Last week, Last 7 days, Last month, Last 30 days, All time.
• Summary stats — Events captured, Visits (≈ unique sessions), Scenarios firing, and Performance score (out of 100).
• Top events — table of (scenario · channel) by count for the period, with a Conv. rate column for conversion-type scenarios.
• Goal progress — for each set goal, a bar showing actual vs target, status (Met / On track / Behind / Off pace).
• Daily volume — stacked bar chart with one bar per day in the range; total on top of each bar; internal segments colored by (scenario · channel); small legend below. A dashed grey visits reference line overlays the bars (its own scale, peak annotated in the legend) so traffic-vs-conversions reads at a glance.

How to generate one

• From a monitored domain's detail page, click the 📄 Client report button.
• The report opens in a new tab, standalone (no nav/footer chrome — just the report itself).
• Pick the period.
• Cmd/Ctrl + P → Save as PDF. Print CSS hides controls and adjusts margins.

Branding setup

Set your brand name, brand colour (hex), and logo URL at /dashboard/team/branding. Admin-only. The settings page renders a live preview of the report header as you edit.

If you don't set branding, the report falls back to TrackingCoder defaults — still presentable, just without your identity. The fallback footer reads "Powered by TrackingCoder"; that line disappears once you set a brand name.

Where else does the branding appear?

• In-dashboard chrome. Pro subscribers see their workspace logo + name next to the TC mark in the top-left, on every /dashboard page. Co-brand, not replacement.
• This client report. Logo + brand name + brand-color accent.

Common questions

The PDF has weird margins. Print dialog → More Settings → Margins = Default (or None) → uncheck "Headers and footers". The print CSS expects to be the only thing on the page.

My logo looks low-res. The logo is rendered at its source resolution. Provide a 2×-density PNG or an SVG for crisp print output. The logo URL must be HTTPS.

Can I add my own notes / commentary? Not directly in the report yet. Workaround: export to PDF, edit in your PDF tool of choice. Native annotation is on the roadmap.

Server-side PDF generation? Today the export is browser-driven (Print → Save as PDF) because it gives perfect WYSIWYG fidelity. We have server-side PDF (via Browserless /pdf) noted as a later upgrade for batch / automation use cases.