How to Clone Reports in Salesforce

Julie Contino |
 Learn Salesforce |
 Jun 6, 2022

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 Contino

Jr. Developer

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.

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