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Reporting: Save, share, and download reports

Learn how to save, share, and download reports in Nutshell for easy collaboration. Analyze, manage, and distribute key metrics and insights.

Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago

Shareable reports are available on Nutshell Pro and above.

Nutshell's reporting tools make it easy to understand your key metrics, return to your customized reports again and again, and share them with your boss or teammates even if they're not using Nutshell.

Along the upper right corner of your reports, you'll see a series of buttons.

Nutshell report toolbar showing download, save, and share report options in upper right corner

Download

Click the icon furthest to the right that looks like three circles in a vertical row. Use this button to download the report Details, an image of the report chart, or the Lead List.

Nutshell report menu with options to download a report summary, report image, or lead list

Share

Use the Share button to make your saved report visible to other team members in your account.

	Nutshell dialog box showing options to share the report with Nobody or Everyone

Whether you need to report on sales forecasts or new leads in a given period, Nutshell makes it easy to share information with your team.

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