Export and reporting
Export is deliberately narrow right now: two CSV files, generated in your browser, from Path Explorer inside PathGuide. There is no PDF or Excel option, no scheduled or emailed report, and nothing that pushes into Salesforce, HubSpot, Tableau, Power BI, or similar.
What you can actually pull out
- Product Scorecard CSV: on the Product Intelligence tab, click Export CSV and confirm. It downloads everything matching your current filters as
product-scorecard-<date>.csv, with columns such as Product Name, Handle, Vendor, Product Type, Score, Views, Unique Viewers, Add to Carts, Orders, Units, Revenue, Currency, Unique Buyers, the Sales, Popularity, Behavior and Demand scores, Bucket and Popularity Trend. Funnel or subscription catalogs add exposure and acquisition/recurring order columns. - Collection Scorecard CSV: on the Intelligence tab, in the Collection Scorecard, click Export CSV. Columns: Collection, Visits, DrillDown%, AvgProducts, ATC%, Exit%, AssistedRevenue, Health, Diagnosis and Recommendation.
Hand-offs that are not exports
Tag in Shopify (up to 500 customers per click) and Sync to Klaviyo or Add to win-back list (in batches of 500 until done) in Funnel and Sessions, Customer Segments, send customer groups to Shopify and Klaviyo. See Segments and Klaviyo sync.
What is not here yet
No scheduled reports, no email delivery, no API you can hit from outside the app to pull this data programmatically. If you need chat data flowing into another system on an ongoing basis, the integrations that actually exist today are Slack/WhatsApp escalation, review-app lookups (Judge.me, Smile.io, Rivyo), and Shopify order attribution. See Real integrations.