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How to duplicate a report in salesforce
guide provides step-by-step instructions on how to duplicate a report in Salesforce. It includes detailed instructions on navigating to the report, editing the filters, and saving the duplicated report. Following these steps will allow users to quickly create a copy of an existing report, saving time and effort in report creation.
Amber Milks
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Salesforce
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Click "Analytics" or "Reports"
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Find the report you want to duplicate.
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Click "Edit"
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You can edit anything about the report before you duplicate it.
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Lets make this report show us the entire fiscal year. Click "Current FY"
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Click "More Actions"
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Click "Save As"
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Name your report.
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Click "Save"
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