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How to clone a report in Salesforce

Here is how to clone a report in salesforce

  1. In the top navigation menu, click on the "Reports" dropdown button
  2. Click on the report you want to clone
  3. Click on the dropdown menu button in the top-right corner of the report
  4. Select the "Save As" option from the dropdown menu
  5. Click the "Save" button in the bottom-right corner of the Save Report As dialog

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Why should you clone a report in Salesforce

Salesforce is a powerful customer relationship management platform designed to streamline business operations.

Cloning a report in Salesforce is a straightforward feature that allows users to replicate existing reports effortlessly.

This functionality is particularly beneficial for teams aiming to save time and maintain consistency across reports. By duplicating a report, users can preserve structure and formatting while customizing data for different requirements.

This feature enhances efficiency and reduces repetitive tasks, empowering users to focus on strategic analysis and decision-making.

Last update
February 24, 2026
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