How To Clone A Report In Salesforce
- Log In: Access your Salesforce account.
- Navigate to Reports: Click on the "Reports" tab in the main menu.
- Select the Report: Find and click on the report you want to clone.
- Click on the Down Arrow: Locate the down arrow next to the report name.
- Select "Clone": Choose the "Clone" option from the dropdown menu.
- Edit the Report Name: Change the name of the cloned report as needed.
- Adjust Report Settings: Modify any filters or settings for the new report.
- Save the Cloned Report: Click the "Save" button to finalize your changes.
- Run the Report: Open the cloned report to view the results.
