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Pathway exposes the same Book through several export shapes. Pick the shape your next system can consume directly. The Exports reference lists every public template and the full request parameters.

Load the underwriting table into pandas

The CSV endpoint can go directly into a dataframe. month_as_row gives you one row per statement period and account, followed by the summary rows NET and Average.
Use month_as_col when a human wants periods across columns. The row-oriented file is easier to load into a database or combine across Books. Discover templates at runtime. Organizations can have private templates, and new public templates can be added without changing the API.
Omit template_id when the export should follow the organization’s current default. Pass an explicit ID when another process depends on the workbook layout.

Store a JSON snapshot

Save the Book and analytics separately. The Book contains raw parser output and stored edits. Analytics contain the computed state at the time of export.
The analytics snapshot can change after a user edits a transaction tag, position, exclusion, or organization rule. Keep last_parsed_at and your own export timestamp when the files need an audit trail.

Download the original documents

The document download endpoint returns a fresh one-hour URL. Request it shortly before downloading the file.
For many documents, POST /documents/bulk-download can return one ZIP. Its request includes document_ids, book_id, book_name, and an optional with_watermark flag.