Quick summary
Copying a Salesforce report lets you create a new version of an existing report without rebuilding it from scratch. Use the Save As option from the report's dropdown menu to instantly duplicate any report with a new name and settings.
Steps
- Click the App Launcher at the top of your Salesforce dashboard.
- Scroll down and select Reports from the app list.
- Choose a report to open from the reports list.
- Hover over the dropdown button beside the Edit button at the top-right of the report page.
- Select Save As from the dropdown menu.
- Fill in the required new details and click Save to confirm the copy.
- Your copied report has been successfully created and is ready to use.
