Converlay Now Exports Agency-Grade PDF Reports for Your Shopify Tracking
Every Shopify merchant who has ever had to explain their tracking setup to a client, a boss, or an investor knows the problem: the data is in the dashboard, but the dashboard is not something you hand to a non-technical stakeholder. Screenshots lose context. Raw numbers without period comparisons are meaningless. And a single-page export full of raw data is not a report — it is a data dump.
With Converlay v2.20.0, that changes. A new one-click PDF export replaces the old jsPDF single-page output with a branded, agency-grade 3-page report designed to be read by anyone — a client, an agency, a marketing director, or a CFO who wants to know whether the tracking investment is paying off.
What Was Wrong with the Old Export
The previous export used jsPDF to render a single page of raw numbers. It had almost no actionable context: no visual hierarchy, no period comparisons, no breakdown of which destinations were healthy and which were not, and no narrative connecting the numbers to business outcomes. For internal use it was barely passable. For presenting to a client it was not usable at all.
Agencies in particular need a document they can drop into a monthly performance review without spending an hour in a slide deck first. The previous export required exactly that extra work — copy the numbers, rebuild the context, explain what each metric meant.
What the New Report Covers
The new report is three pages, generated entirely on the client side using
@react-pdf/renderer and built around the same data your Converlay dashboard
already collects. Here is what each section contains:
Page 1 — Tracking Health Score
The first page opens with your store's overall tracking health score as a prominent visual element, followed by dimension bars that break the score down into its components: event delivery rate, match quality, data completeness, and consent compliance. Below the score is a revenue-at-risk figure — the estimated revenue value of the conversions that are currently being lost to tracking gaps, based on your store's actual order values and measured delivery shortfall.
This page is designed to answer one question a stakeholder might ask before reading anything else: is the tracking healthy? The score and the revenue-at-risk number give an instant answer without requiring any knowledge of server-side tracking internals.
Page 2 — Conversion Metrics and Destination Reliability
The second page contains metric tiles that show your key conversion numbers — total events forwarded, purchase events, add-to-cart events, checkout initiations — with period-over-period deltas so you can see whether coverage is improving or declining compared to the previous period.
Below the metric tiles is a daily events and conversions trend chart that plots the last 30 days of server-side event volume. This lets you spot anomalies: a tracking gap on a specific date, a spike that correlates with a promotion, or a gradual decline that suggests a destination configuration has drifted.
The page closes with a per-destination reliability table that lists each of your connected destinations across Converlay's 26 supported platforms, showing each destination's event delivery rate, last successful send, and status indicator. A destination showing 99% delivery tells a very different story than one at 60%, and the table makes that visible at a glance.
Page 3 — Issues, Purchase Funnel, and Methodology
The third page surfaces any detected tracking issues with their recommended remediation actions. Rather than requiring the merchant to navigate to a troubleshoot panel to find problems, the exported report includes the same health issue list inline, with each issue linked to the specific step needed to fix it.
Below the issues section is a purchase funnel visualization showing the drop-off between page view, add-to-cart, checkout initiation, and completed purchase — both the raw event counts and the conversion rates between steps. Funnel data is one of the most common questions in any performance review, and having it inside the report removes a common reason to open the dashboard during a client meeting.
The final section contains methodology notes that explain how Converlay measures the health score, what event delivery rate means, and how the revenue-at-risk calculation works. This section exists specifically so that a recipient who has never seen a Converlay report can understand what they are reading without calling the agency or the merchant for an explanation.
How the Export Works
The PDF export button appears in the top right of the Reports page inside your Converlay dashboard. Clicking it fetches a fresh health snapshot in parallel with loading the PDF renderer — both happen simultaneously so you are not waiting for one to complete before the other starts. The download begins in a few seconds.
The report is generated entirely in the browser using @react-pdf/renderer.
No data is sent to an external PDF service. The layout and typography use Converlay's
brand tokens, so the output looks consistent regardless of which browser or operating
system generates it.
The report is fully internationalized. If your Converlay dashboard is set to French, German, Japanese, Portuguese, Spanish, or Italian, the exported PDF renders in that language. Japanese uses Noto Sans JP with proper CJK soft-wrapping to avoid forced line breaks inside words.
Why This Matters for Agencies
Server-side tracking is increasingly a managed service. Agencies that set up and maintain Converlay for their Shopify clients now have a way to show tracking performance as part of a monthly report without any manual data assembly. The export covers the questions clients ask most often: is the tracking working, which platforms are healthy, what conversions am I capturing, and is there anything that needs fixing.
The revenue-at-risk figure and period-over-period deltas are particularly useful in client conversations because they translate tracking quality into business terms. A health score of 78 is abstract. "We estimate $4,200 in purchase events that are not reaching your ad platforms this month, down from $6,800 last month — delivery improved by 38%" is a conversation.
How to Generate Your First Report
The new export is available now to all Converlay merchants. To generate your first report:
- Open your Converlay dashboard from the Shopify admin.
- Navigate to the Reports page.
- Click the Export PDF button in the top right corner.
- The report downloads automatically in a few seconds.
If you are not yet using Converlay, the report is one of more than a dozen features available across all plans, including the free tier. Converlay connects your Shopify store to 26 destinations — including Google Analytics 4, Meta, TikTok, Pinterest, and more — via server-side event forwarding that bypasses ad blockers, iOS restrictions, and cookie expiry.
Install Converlay from the Shopify App Store and export your first tracking health report today.