Salesforce - how to clone a report in salesforce
- George Apostolov
Salesforce - how to clone a report in salesforce: step-by-step guide
Head over to Reports.
Click on the report you want to clone.
Click on the down arrow beside the Edit button.
Select Save As from the dropdown.
Provide a relevant Name to the cloned report and hit Save.
Quick answer: To clone a report in Salesforce, head over to Reports and click on the desired report. Next, click the down arrow beside the Edit button and select Save As from the dropdown. Finally, provide a relevant name to the cloned report and hit Save.
About this Salesforce tutorial
Easily duplicate reports in Salesforce by using the Save As option in the report menu to quickly create and save a new version with a relevant name. This guide covers salesforce - how to clone a report in salesforce in 5 steps, starting with "Head over to Reports" and finishing with "Provide a relevant Name to the cloned report and hit Save". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - how to clone a report in salesforce take?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: How to close all tabs in salesforce, How to configure business process flows in salesforce and Aircall salesforce integration. Last reviewed 05 Oct 2026.
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