Build reports faster than ever using prompts that dive deep into your data and surface the results you need!
Try out Smart Reports now by opening Reports in Nutshell.
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.
