Quick summary
To copy a report in Salesforce, navigate to the Reports tab, open the report you want to duplicate, and use the Save As option from the Edit dropdown to create an exact copy with a new name.
Steps
- Click the Reports tab from the top menu of the dashboard or access it via the App Launcher.
- Select a report from the list that you want to copy.
- Once the report is open, click the dropdown arrow beside the Edit button and select Save As.
- Fill in the new report name and saving details, then click Save to confirm.
- An exact copy of the report has been successfully created in Salesforce.
