In today’s video, we’ll show you how to clone reports in Salesforce. Sometimes, you need to create reports that are only slightly different from a pre-existing report. Instead of creating a new report and re-applying all of the configurations, we can just clone it instead. To clone a report in Salesforce, follow these steps:
1. Navigate to the report you want to clone and select it.
2. If you want to make a slightly varied version of this report, you can make those changes now.
3. In the right-hand menu, select ‘Save As’.
4. Select the folder where you want your cloned report to live, and re-name it if applicable.
5. Select Save.
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Julie Anna Contino
Julie Anna is a junior developer with a passion for learning and problem-solving. She graduated with a Bachelor's degree in Computer Science and has four years of development experience. She's excited to be a part of the Salesforce ecosystem and combine her previous experience with her passion for helping clients thrive.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.