Reports & exports
The Reports page is a catalog of prebuilt, export-ready datasets — the ones merchants most often pull into a spreadsheet or a BI tool. Each card is a one-click CSV download, generated on demand and scoped strictly to the current store. There is nothing to configure: pick a report, click Download CSV, done.
Where it lives and what the window is
Reports from the dashboard sidebar. Every count and export covers a rolling 90-day window (customer and CRM exports cover all identified shoppers). Each card shows an estimated row count for the window before you download.Available reports
Seven reports ship today, each exported as CSV:
| Report | What it contains |
|---|---|
| Orders export | Every order in the last 90 days with AI attribution, currency, totals, and shopper email. |
| Customer CRM export | All identified shoppers with lifecycle stage, total orders, LTV, and last-seen timestamp. |
| Conversation transcripts | All shopper → AI chats in the window, including status, message count, and handoff flags. |
| Captured leads | Every email / SMS / handoff lead the AI captured, with its purpose and current status. |
| Abandoned carts | Carts that entered the abandoned state, with shopper email, cart value, and recovery status. |
| Message feedback | Thumbs-up / thumbs-down ratings shoppers left on specific AI replies. |
| AI-attributed revenue | Daily totals showing how much revenue the AI actively influenced (last-touch attribution). |
How exports are generated
Each download is produced live at click time from the same data that powers your dashboards — there is no nightly snapshot or staleness to worry about. Downloads stream from /api/v1/merchant/<storeId>/reports/<reportId>/export, and every request is tenant-scoped: a report can only ever return rows for the store you are in.
AI-attributed vs. all orders
Scheduling exports
The Reports catalog itself is on-demand only — there is no per-report scheduler here. For recurring, emailed exports, build the view you want under Analytics → Custom dashboards, which support scheduled email delivery and shareable read-only URLs. See Analytics for that workflow.
Programmatic access
Prefer to pull data into a pipeline rather than click a button?
- REST API — query orders, customers, conversations, and revenue programmatically with an API key.
- Webhooks — receive a continuous stream of events (orders, leads, conversation outcomes) instead of polling a CSV.
Gotchas
- The 90-day window is fixed for the prebuilt reports. For longer ranges or custom date filters, use a Custom dashboard or the REST API.
- Row-count estimates on the cards are approximate and meant for a quick sense of size, not an exact total.
- Large exports can take a few seconds to generate because they run live — that is normal, not a hang.
- Exports contain shopper PII (emails). Handle the files in line with your privacy obligations — see Security & privacy.