Skip to main content
All CollectionsUsing NutshellReporting
Save, share, and download reports
Save, share, and download reports

Learn how to save, share, and download reports in Nutshell to easily manage and distribute your key metrics and insights.

Andy Fowler avatar
Written by Andy Fowler
Updated over a month 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.

Screen_Shot_2017-05-02_at_5.53.22_PM.png

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.

Download_.gif

Share

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

share-report.gif
Did this answer your question?