Create Polished, In-Depth Reports in Minutes With Smart Reports

Reporting is essential, but let’s be honest—it can also be one of the most time-consuming parts of running a sales or marketing team. Finding the right report, applying the correct filters, segmenting the data, and double-checking everything before sharing it can easily eat up hours.

Introducing Smart Reports, a new capability in Nutshell that helps you go from question to polished report in minutes instead of hours.

Build reports by asking questions, not clicking filters

Smart Reports lets you create reports using a simple prompt. Instead of searching for the right report and configuring it manually, you can describe what you want to see—and Nutshell takes it from there.

For example, you might type:

Show me all new leads from the past year broken down by month.

Smart Reports will automatically:

• Choose the correct Sales report
• Apply a 365-day timeframe
• Segment the data by month

Or maybe you’re curious about lead quality and sources:

Where did our ICP leads come from this year?

That prompt can generate:

• A New leads report
• Filtered to this year
• Filtered by your custom “Golden ICP” field
• Segmented by lead source

The result is a report that’s already structured, filtered, and ready to review—without extra setup.

Get answers faster without being a reporting expert

You don’t need to memorize which report supports which filter or segmentation. Smart Reports is built on Nutshell’s foundational reports, so it understands how your data works and applies the right logic to generate charts, summaries, and table views that give you a clear view of your metrics.

Smart Reports currently supports:

• Sales, New leads, Losses, Forecast, Funnel, and Custom leads reports
• Activity, Email, and Tasks reports

Whether you’re preparing for a team meeting, a one-on-one, or a leadership update, you can quickly create reports that are easy to understand and easy to share.

Some reports aren’t supported yet, and not every question can be answered today. When a prompt isn’t possible with Nutshell’s reporting capabilities, we’ll do our best to clearly explain what we were able to generate.

Export and share with confidence

Once your report is ready, it’s easy to turn it into something you can use elsewhere. Smart Reports makes your data export-ready so you can:

• Download charts as images for slide decks
• Export data as CSV files for spreadsheets and deeper analysis

No extra formatting. No recreating charts by hand.

A new home base for Reports in Nutshell

Alongside Smart Reports, we’ve introduced a redesigned Reports overview page that makes reporting easier to start—and easier to return to.

The new Reports overview:

• Puts the Smart Reports prompt front and center
• Shows your recently viewed and recently saved reports
• Highlights all available Nutshell reports with an updated design, so you can quickly see what’s possible

It’s a simpler, more intuitive way to explore your data and pick up where you left off.

Start using Smart Reports today

Smart Reports is designed to help you spend less time building reports and more time using them to make better decisions. If you’ve ever wished reporting felt faster, simpler, or more flexible, this is for you.

Open Reports in Nutshell, try a prompt, and see how quickly your questions turn into clear, polished insights.

Surface Your Most Valuable Insights With Smart Reports

Use prompts to dive deep into your data and surface with actionable insights. Start reporting with Smart Reports today.

Test out Smart Reports

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