See all your automated tasks in one place
The Tasks report in Nutshell provides insights into how your team is handling automated tasks. It helps you see whether tasks are being completed on time, late, skipped, or not completed at all. This information is valuable for understanding workflow efficiency and ensuring that important tasks are completed as scheduled.
The Task report is available on Sales Pro and above.
How to access the Tasks report
Simply click on Reports > Tasks
By default, the report will display data for your default pipeline.
Key metrics the report shows
The metrics include:
Total tasks in the selected period
Tasks completed on time
Tasks completed late
Tasks not completed
Tasks skipped
Percentage of tasks completed on time
These metrics help you quickly understand performance and identify areas that may need attention.
Filter and segment your data
You can adjust the report to focus on the information that matters most. Filters let you:
Look at a specific team member to see all tasks they’ve been involved with (assigned, completed, or skipped)
Focus on a particular sales pipeline
View tasks over a day, week, month, quarter, year, or a custom period
These options make it easy to spot patterns and understand how task completion changes over time or across different parts of your team.
Explore details in the table view
Below the chart, the table breaks down tasks by stage and individual task. You can see exactly which tasks were completed on time, completed late, skipped, or not completed. The table also shows the number of tasks completed on time for each stage, helping you understand where tasks are being delayed.
Save, Share and Download
When you apply filters for a pipeline, user, or date range, you might want to come back to this report again and without the need to recreate it each time. Nutshell's Tasks report can be saved and shared with your teammates.
Saving
Click the green Save button to save a new report. Give your report a descriptive name so you can easily identify it in the future.
Use the Save as button to update an existing saved report. You would want to do this if you've edited your report filters and want to replace a report you've previously saved.
Sharing
Click Share to make a saved report available to others in your organization.
By default, reports will not be shared. You can choose to share them with everyone in your Nutshell account, or with specific individual team members.
Note: Reports can only be shared with other team members who are a part of your Nutshell account.
Download a task report
You can download a report summary and/or the chart image. The report will download directly from your browser and will be saved to your computer as a CSV file.
Accessing saved and shared reports
Click My saved reports to select an existing report. You can search for a report by name. Browse all reports or toggle to Just mine to see only the reports that you have saved.