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 Kahr
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9 steps
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30 seconds
Salesforce
1
Click "Analytics" or "Reports"
2
Find the report you want to duplicate.
3
Click "Edit"
4
You can edit anything about the report before you duplicate it.
5
Lets make this report show us the entire fiscal year. Click "Current FY"
6
Click "More Actions"
7
Click "Save As"
8
Name your report.
9
Click "Save"