Share Data & Reports Faster & More Easily with Scheduled Exports

Your Nutshell data tells a powerful story — but getting it to the right people on a regular basis means someone has to log in, pull the export, and send it along. Every time. If that someone is you, we built this for you.

Scheduled report emails let you set it up once and let Nutshell handle the rest.

What are scheduled report emails?

Scheduled report emails automatically export any saved list or report in Nutshell and deliver it to any email address on a recurring schedule — daily, weekly, or monthly. Whether you’re keeping a manager in the loop, syncing data to another tool, or automating a report you’ve been pulling by hand, it happens automatically once you’ve set it up.

It lives in your saved lists and reports — no new tool to learn, just a new scheduling option where you already work.

What can I do with scheduled report emails?

Send any saved list or report, automatically

Set up a schedule on any saved list — leads, contacts, companies — and Nutshell exports and emails it on your cadence. No logging in between sends, no waiting for a manual export, no forgetting.

Deliver to anyone, inside or outside Nutshell

Scheduled exports can go to any email address — Nutshell users on your account or external addresses entirely. Sending a weekly leads summary to a stakeholder who doesn’t have a Nutshell login? An external address for a connected tool or automation? No problem.

Run as many schedules as you need

Configure multiple scheduled exports from the same list or report, each going to different recipients or running on different frequencies. All of your weekly lead summaries can run independently, all set up from the same place.

See everything that’s scheduled in one place

Admin users can view and manage all scheduled exports across the account — what’s running, who’s receiving it, and how often. Easy to audit, easy to update.

How do I get started?

Scheduled report emails are available on Pro plans and above. Head to any saved list or report to find the scheduling option and configure your first export. Check out our support article for a full walkthrough.

Not a Nutshell customer yet? Start a free 14-day trial and see what Nutshell can do for your team.

Your data, delivered on schedule.

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