Performance Management Improvement and Attainment Report

Overview

The Performance Management (PM) Improvement and Attainment report is available through the existing Explore API report-job workflow. This lets customers extract PM trend data into their own data warehouse or BI tooling instead of manually exporting the report from the product UI.

This report belongs to Talkdesk Performance Management and is exposed through the same shared Explore API pattern used by other report types.

Use this report when you need recurring, programmatic access to month-over-month improvement and goal-attainment data for analytics, dashboards, or downstream performance review workflows.

Typical use cases include:

• Syncing month-over-month goal-attainment data into an external data warehouse on a schedule.
• Building custom dashboards that combine PM improvement trends with operational or business data.
• Automating monthly or quarterly performance review inputs without manually downloading report files.

Business Problem-Solving Context

What can I achieve with this API?

• Pull month-over-month improvement and attainment statistics — Request the Improvement and Attainment report for a given period using the report-job API.
• Track report generation status — Poll the job by ID until processing finishes, then download the generated file.

What business problems does this API solve?

• Manual export elimination — Removes the need to log in, run the report, and manually send exported files to a data team.
• Data warehouse integration — Supports scheduled ingestion of PM data alongside other Explore exports.
• Consistency with existing tooling — Reuses the same Explore job pattern customers may already use for WFM, QM, CSAT, and other report types.

What does this API support, and what are its limitations?

• A maximum of 15 simultaneous report jobs per account is allowed across all report types.
• Supported output formats are csv, json, and json_bulk.
• Time filtering is defined with timespan.from and timespan.to using ISO 8601 date-time values.
• There is no additional dimension-level filtering in the request body for specific agents, teams, or queues.
• Only rows with a valid current-versus-previous-month comparison are returned.
• This report uses the shared Explore API job model rather than a custom PM-specific execution flow.
• The simultaneous job quota is shared at the account level across Explore report types, not reserved specifically for pm_improvement_and_attainment.

Use Case: Pulling the Improvement and Attainment Report into a Data Warehouse

A workforce analytics team wants to track monthly agent improvement trends outside of Talkdesk:

1. Create a report job with POST /data/reports/pm_improvement_and_attainment/jobs, providing a timespan and optional output format such as csv. For meaningful month-over-month analysis, use a reporting window that covers at least two months.
2. Poll the job status using GET /data/reports/pm_improvement_and_attainment/jobs/{id} until the report reaches a final state.
3. When the job is complete, call GET /data/reports/pm_improvement_and_attainment/files/{id} to retrieve the generated file through a redirect to a pre-signed download URL.

Usage

The pm_improvement_and_attainment report is retrieved through the shared Explore API job endpoints:

• POST /data/reports/pm_improvement_and_attainment/jobs — Creates a new report job
• GET /data/reports/pm_improvement_and_attainment/jobs/{id} — Retrieves job execution status
• GET /data/reports/pm_improvement_and_attainment/files/{id} — Retrieves the generated report file

Create a Report Job

POST /data/reports/pm_improvement_and_attainment/jobs

POST https://api.talkdeskapp.com/data/reports/pm_improvement_and_attainment/jobs
Content-Type: application/json

Creates a new report job for the authenticated account.

Request Body

Response: 202 Accepted

{
  "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "status": "created"
}

Error Responses

Retrieve Job Status

GET /data/reports/pm_improvement_and_attainment/jobs/{id}

GET https://api.talkdeskapp.com/data/reports/pm_improvement_and_attainment/jobs/{id}

Retrieves the current execution state of a report job.

Path Parameters

Response

Returns 200 OK while the job is in progress, or may return a redirect when the report is already available.

Job Status Lifecycle

Error Responses

400, 401, 403, 404 (job not found), 503

Retrieve the Report File

GET /data/reports/pm_improvement_and_attainment/files/{id}

GET https://api.talkdeskapp.com/data/reports/pm_improvement_and_attainment/files/{id}

Retrieves the generated report file for a completed job.

Path Parameters

Response: 302 Found

The response redirects to a pre-signed download URL in the Location header.

Error Responses

400, 401, 403, 404 (file not found), 503

Report Field Schema

The CSV column headers use the report's current display labels. Most are in Title Case, but one known field is currently returned using its raw internal reference (see the callout below).

Month Comparison - Current vs Previous Month,Measure Name,Interval Type,Queue Type,Count Agent Positive Result - Current vs Previous Month,Count Agent NON Positive Result - Current vs Previous Month,Improvement,Count Agent Positive Attainment - Improvement and Goal,Count Agent NON Positive Attainment - Improvement and Goal,leaderboard_pm_trend.attainment_1,Count Distinct Agent
January-2026 - February-2026,SCHEDULE ADHERENCE,Monthly,All,4,10,0.2857142857142857,0,14,0.0,14

Only rows with a non-blank month-over-month comparison are returned.

Authentication & Authorization

This API requires OAuth 2.0 authentication using a Bearer token with the client credentials grant.

Subscription Limits

• Maximum of 15 simultaneous report jobs per account, shared across all Explore report types.
• Rate limit of 25 requests per second per account on the /data/reports/** route.
• Pre-signed download URLs remain valid until expiration, according to the shared Explore file delivery behavior.