> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusiondesk.dev/llms.txt
> Use this file to discover all available pages before exploring further.
# Generate, Schedule, and Export Reports in FusionDesk
> Run built-in and custom reports in FusionDesk to measure ticket resolution times, team productivity, SLA compliance, and customer satisfaction scores.
FusionDesk reports give you a structured, exportable view of your team's performance over any time period. Whether you need a quick weekly summary for a team stand-up or a detailed compliance report for a quarterly business review, the reporting engine lets you filter, slice, and export data in just a few clicks — no spreadsheet juggling required.
## Built-In Report Types
FusionDesk ships with four ready-to-run report templates that cover the most common service management metrics:
A volume-focused report showing tickets created, resolved, reopened, and pending over the selected period. Breakdowns by channel, priority, group, and tag are included.
Measures individual agent output: tickets handled, average first response time, average resolution time, and CSAT rating per agent. Useful for 1:1 reviews and capacity planning.
Shows what percentage of tickets met first-response and resolution SLA targets. Filterable by priority, group, and customer. Breach details include the ticket ID, assignee, and time overrun.
Aggregates CSAT survey responses submitted by customers after ticket resolution. Includes score distribution, top-rated agents, and open-ended feedback samples.
## Running a Report
Click **Analytics** in the left navigation, then select **Reports** from the sub-menu. You will see a list of all available built-in reports and any saved custom reports.
Click the report you want to run. A configuration panel opens on the right side of the screen.
Use the **Date Range** picker to select a preset period (Today, Last 7 Days, Last 30 Days, This Month, Last Quarter) or enter a custom start and end date.
Narrow the report scope using the available filters:
* **Group / Department** — limit results to one or more teams.
* **Agent** — focus on a specific individual.
* **Priority** — filter by ticket priority level.
* **Channel** — include only tickets from email, portal, or chat.
* **Tag** — filter by custom ticket tags.
You can apply multiple filters simultaneously.
Click **Run Report**. Results load in the main panel within a few seconds. Large date ranges (over 90 days) may take up to 30 seconds to process.
## Scheduling Recurring Reports
Instead of running the same report manually each week, you can schedule FusionDesk to generate and email it automatically:
1. Run the report with your desired filters applied.
2. Click **Schedule** in the top-right toolbar.
3. Choose the delivery frequency: **Daily**, **Weekly**, or **Monthly**.
4. Set the delivery time and day (for weekly and monthly schedules).
5. Enter one or more recipient email addresses. Recipients do not need to be FusionDesk users.
6. Choose the export format: **PDF** or **CSV**.
7. Click **Save Schedule**.
To manage existing schedules, navigate to **Analytics** → **Reports** → **Scheduled Reports**. You can edit, pause, or delete any schedule from that page.
## Exporting Reports
You can download the results of any report run in two formats:
CSV exports include all raw data rows returned by the report, with one row per ticket or event. Use CSV when you need to manipulate data in a spreadsheet, merge it with external data sources, or import it into another tool.
To export as CSV, click **Export** → **Download CSV** after the report has loaded.
PDF exports render the report as a formatted document with charts, summary statistics, and your organization's logo in the header. Use PDF for sharing results with stakeholders who don't have FusionDesk access.
To export as PDF, click **Export** → **Download PDF** after the report has loaded.
## Accessing Reports via API
If you want to pull report data programmatically — for example, to embed metrics in a custom dashboard or feed them into a business-intelligence tool — FusionDesk exposes a Reports REST API. All endpoints are read-only and accept ISO 8601 date ranges to scope the data returned.
| Endpoint | Description |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| `GET /reports/tickets` | Time-series summary of ticket volume broken down by status (open, resolved, closed). Supports `group_by=day\|week\|month`. |
| `GET /reports/sla` | SLA compliance rates for first response and resolution targets, filterable by priority and group. |
| `GET /reports/agents` | Per-agent metrics including tickets handled, average response time, average resolution time, and CSAT score. |
All requests require an `Authorization: Bearer ` header. Report data refreshes every five minutes.
For full parameter references, request and response schemas, and code examples, see the [Reports API reference](/api/reports).
FusionDesk retains ticket and event data for **24 months** on Standard plans and **60 months** on Enterprise plans. Reports that include a date range extending beyond your plan's retention window will return partial results, with a banner indicating the earliest available data date. Contact your account manager to discuss extended data retention options.