How to Duplicate a Report in Salesforce

Do you want to duplicate a report in Salesforce? Read the complete blog on how to duplicate a report in salesforce and I will also explain, how to clone the report in salesforce. Also, we will cover these topics.

  • What is a duplicate report in salesforce
  • How to duplicate the report in Salesforce
  • How to duplicate the report in salesforce lightning
  • How to duplicate the report in salesforce classic
  • How to clone the report in salesforce

What is a duplicate report in salesforce

Duplicate is a word that means exactly like something or especially through having been copied. It is also defined as a word which having corresponding and identical parts.

Let us try to understand, what is a duplicate report in the salesforce.

In salesforce duplicate reports are reports that are present in the database that shares the same data as the original report.

The duplicate reports are the 100 percent carbon copy of another report, some reports might be different due to duplicate information being present.

Now we have understood about the duplicate report, let’s move ahead and see how to clone the report in salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Also, read, How to Create a Junction Object in Salesforce

How to duplicate the report in Salesforce

Let’s see the best practices for the creation of duplicate reports in salesforce:

  • Navigate the report we want to make a carbon copy and select it. If we want to slightly change the version of the report then we can change it.
  • After selecting the report, on the right side, there is a drop-down menu, and select the save option.
  • Select the folder where we want to live our duplicate report and rename it if you want.
  • After editing all the things click on the save option.
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Furthermore, let’s learn how to duplicate the report in salesforce lightning.

How to duplicate the report in salesforce lightning

Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.

Here we are creating the duplicate report that is present under the reports object that is based in the USA(United State) states.

Follow the below steps on How to duplicate the report in salesforce lightning:-

Step-1: Login into the salesforce account, and click on the report option that is present in the nav bar.

Duplicate a Report in Salesforce
How to duplicate the report in salesforce

Step-2: After clicking on the report option, the reports recent page is open, On the Report page the sample flow report is present click on it.

How to duplicate the report in salesforce in salesforce lightning
How to duplicate the report in salesforce in salesforce lightning

Step-3: After clicking on the sample flow report, click on the drop-down option that is present on the right side then click on the Save As option.

How to Duplicate a Report in Salesforce
Duplicate the reports in salesforce

Step-4: After clicking on the Save As option, the Save Report As dialogue box is open. If you want to edit the details you can edit otherwise leave it and click on save.

Duplicate a Report in Salesforce

Step-5: After saving the report, you can see that the duplicate report is created and see on the screen.

can you duplicate a report in salesforce
A duplicate of the report is created

In this way, we have learned how to use chatter in salesforce lightning.

Read How to Create Records in Salesforce

How to duplicate a report in salesforce classic

Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.

Follow the below steps on How to duplicate the report in salesforce classic:-

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Step-1: Login to the salesforce account, and click on the contacts option that is present in the nav bar.

how to make a copy of a report in salesforce

Step-2: After clicking on the contacts option, the contacts recent page is open, On the contacts Home page the Burlington Textile Corp of America Account Name is present click on it.

Duplicate a report in salesforce classic
Duplicate the report in salesforce classic

Step-3: After clicking on the report, you can see that there is a clone option click on it.

how to create a duplicate report in salesforce
To duplicate the report in salesforce

Step-4: After clicking on the clone option, the contact edit page is open. If you want to edit the contact information then you can edit it otherwise leave it and click on the save option.

how to clone a report in salesforce lightning
To duplicate the report in salesforce classic

Step-5: After clicking on the save option, you can see that the duplicate report is created the name of the report is Dibbert and the account name is Burlington Textiles Crop of America.

Duplicate a Report in salesforce lightning
Duplicate of the report is created in salesforce classic

So with this, we have learned how to duplicate the report in salesforce classic and now you proceed with the further actions on how to clone the report in salesforce.

Read How to Create a Campaign in Salesforce

How to clone a report in salesforce

In salesforce duplicate reports are reports that are present in the database that shares the same data as the original report.

It is a 100% clone of the other report, some reports might be different due to duplicate information being present.

Follow the below steps on How to clone the report in salesforce:-

Step-1: Login to the salesforce account, Inside the Home page there is a contacts option that is present on the nav bar, click on the contacts.

How to clone the report in salesforce
How to clone the report in salesforce

Step-2: After clicking on the contacts option, the contacts recent page is open, On the contacts page there is Lind, Schiller, and Haag Fabric Mender Corp of America Account Name is present click on it.

How to clone the report in salesforce lightning
How to clone the report in salesforce lightning

Step-3: After clicking on the report, there is a drop-down icon, and click on the clone option.

Clone a report in salesforce
Clone the report in salesforce

Step-4: After clicking on the clone option, the contact information dialogue box is open. If you want to edit the details you can edit otherwise leave it and click on save.

Clone a report in salesforce lightning
Clone the report in salesforce lightning

Step-5: After clicking on the save option, you can see that the clone report is created the name of the report is Diana Willims and the account name is Lind, Schiller, and Haag Fabric Mender Corp of America is created.

how to clone a report in salesforce lightning
clone report is created

Conclusion

In this tutorial, we have learned how to duplicate the report in salesforce, and also we have covered how to clone the report in salesforce. This can be performed on both salesforce lightning and salesforce classic.

  • What is a duplicate report in salesforce
  • How to duplicate the report in Salesforce
  • How to duplicate the report in salesforce lightning
  • How to duplicate the report in salesforce classic
  • How to clone the report in salesforce
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