How to Clone a Report in Salesforce (And How to Never Do it Again)

Need to clone a Salesforce report? We got you. 

Why Clone a Report in Salesforce?

If you’re cloning reports, you’re probably:

• Customizing Reports – Building different views or drill-downs for stakeholders in sales, finance, or marketing. When multiple users across teams or departments need reports with slight variations, cloning reports ensure that the fundamental structure remains intact.
• Visualization Limitations – Analyzing relationships between objects that Salesforce won’t let you join in a single view
• Version Control and Experimentation – Experimenting with new metrics to test new formulas, grouping, or visualization changes without altering the original.

Cloning is a quick fix. But trust us, it won’t solve the real problem: 

Salesforce CRM is for sales, not reporting. Many Salesforce users agree on this point.

Source 

Want better custom report types? Salesforce’ll tell you to buy Tableau. You might even have it already. 

But even Tableau won’t give you what you actually need: the freedom to slice data instantly, create custom views on the fly, and answer stakeholder questions in minutes, not days. 

How are Salesforce Experts aka Trailblazers Cloning or Duplicating Reports?

They actually don’t. No more cloning. No more exports. They’re building any view they need, keeping it up-to-date without lifting a finger, and sharing it with any stakeholder (yes, they don’t need to have a Salesforce license). 

We’ll get to that magic soon (or you can jump right to it). But first, let’s clone your report. 

Step-by-Step Guide to Cloning a Report in Salesforce in 30 seconds

Step 1. Log in to Salesforce & Navigate to Reports

Access your Salesforce account with valid credentials. Locate the “Reports” tab in the top navigation bar from your Salesforce dashboard. 

Step 2. Select the Report to Clone and Copy it.

Once your reports have loaded, identify and open the report you want to clone from the list. Click the drop-down arrow icon beside the ‘Edit’ button within the report view. 

From the drop-down menu, select ‘Save As,’ and it will proceed to make a copy of the current report.

Step 3. Change Report Name and Choose Folder

Provide a new name for the cloned report. This helps distinguish between the original and cloned versions.

Select the folder where you want to store the cloned report. This could be the same folder as the original, a different one to make edits. 

Step 4. Click Save

Click ‘Save’ to create the cloned report.

That’s all! You’ve successfully cloned a report in Salesforce. 

For a more detailed walk-through, check out our YouTube Tutorial on How To Clone a Report in Salesforce. If you want a more simple and flexible method the pros use, read further. 

How Trailblazers are Building Powerful and Flexible Salesforce Reports without Cloning? Use Coefficient

RevOps teams waste hours cloning reports for different stakeholders and views. Each clone means more maintenance, more errors, and less time for actual analysis. 

Using tools like Coefficient eliminates this by connecting your Salesforce data directly to your spreadsheets.

For example, companies like Miro with data-driven revops teams solved for efficient and flexible salesforce reporting by simply using Salesforce, Spreadsheets with Coefficient. You can read more about it here.

Now, let’s get into why trailblazers prefer salesforce reporting from Coefficient + Spreadsheets.

1. Build master Salesforce dataset to use everywhere

Your team needs different views of the same data – whether it’s pipeline by rep, region, or account, or tailored analysis for marketing and finance. 

In Salesforce, each view means another clone. With Coefficient, you can:

• Create one master dataset that pulls every record, field, and object you need
• Automate refresh schedules that keep your data fresh without manual exports
• Update Salesforce records directly from your spreadsheet to maintain data integrity 

2. Create Custom Salesforce Report views in minutes

“Can you add this field?” “Could we filter by that?” Sound familiar? 

Instead of cloning reports for every request, use your spreadsheet skills to:

• Create any view you need with pivot tables and familiar formulas – no Salesforce admin required
• Slice and filter data instantly by rep, region, product, or any other dimension
• Build complex calculations and custom metrics without touching Salesforce settings

All from the same dataset, all staying fresh automatically. Same source data, different views. Simple.

3. Flexibility – Share reports with teams without Salesforce license

Not everyone has (or needs) a Salesforce license. But they do need data. Right now, that means either expensive licenses or endless CSV exports – and both options mean more work for you.

With Coefficient, you can:

• Share live dashboards that update automatically when Salesforce changes
• Let leaders explore data on their terms – without coming to you for every drill-down
• Keep stakeholders updated with automated Slack alerts for pipeline changes, forecast updates, and key metrics

Better Visualization and ability to track changes over time

Salesforce only shows you data as it exists right now. Want to compare this quarter’s pipeline to last? You’ll need to create (and maintain) separate reports for each time period.

Coefficient’s snapshot feature automatically captures historical data, letting you:

• Compare pipeline metrics across any time period without creating new reports
• Track how deals progress through stages to identify bottlenecks and optimize your sales process
• Show leadership exactly how forecasts, quotas, and territories perform over time

(Bonus) And for those new Salesforce report requests? Don’t create reports from scratch

You know what’s worse than cloning reports? Building new ones from scratch 

That’s why we’ve built a library of free Salesforce reports and dashboards for your most common reporting needs. Each template is ready in minutes – just connect Salesforce and watch your data populate automatically.

Salesforce Sales Performance Dashboard 

Give your sales leaders the complete picture – pipeline by rep, territory performance, and conversion metrics in one view. 

Get instant access to your sales dashboard →

Salesforce Pipeline Analytics Dashboard 

Answer “what’s changed in our pipeline?” in seconds. Filter by any dimension, spot bottlenecks, and identify at-risk deals fast. 

Start tracking your pipeline now →

Salesforce Win-Loss Analysis Dashboard 

Stop guessing why deals are won or lost. Track win rates across products, segments, and sales stages to optimize your process. 

Unlock your win-loss insights →

Stop playing ‘Clone Wars’ with Salesforce 

Cloning reports work in a pinch. But you deserve better.

Try Coefficient free and see why thousands of teams trust us to streamline their reporting workflow and make us a top-rated app on appexchange. Your stakeholders (and your sanity) will thank you.

Related resources

• How to Connect Salesforce to Google Sheets
• Integrations Landing Pages (Google Sheets) – Salesforce
• How to Connect Salesforce to Excel in 2024?
• Integrations Landing Pages (Excel) – Salesforce
• Connecting LinkedIn Ads to Salesforce: 3 Effective Methods Explained
• How to Build a Sales Pipeline Tracker in Google Sheets (Free Template)
• How to Make Your SFDC Funnel Analysis 10x Better
• Ultimate Guide: Salesforce Lead to Account Matching (w/ Google Sheets Template)

Prerequisites of Cloning Reports in Salesforce 

If you’re still focused on cloning reports on Salesforce, these prerequisites ensure a smooth and successful cloning process, allowing users to duplicate reports effectively.

Here are the key things you must know before getting started:

Basics of Salesforce Reports for Beginners

Salesforce reports are powerful tools that enable users to analyze and visualize data within the Salesforce platform. They allow you to organize and present data meaningfully, helping in better decision-making. These reports are based on objects like Leads, Contacts, Opportunities, and more.

Types of Salesforce Reports:

• Tabular Reports: Present data in rows and columns.
• Summary Reports: Group data for a summarized view.
• Matrix Reports: Display data in a matrix format.
• Joined Reports: Combine blocks of data from different report types.

Folders in Salesforce 

Reports in Salesforce are organized and saved into folders (not individually). Before cloning, familiarize yourself with the folder structure and decide where the cloned report will be stored. Ensure that users have appropriate access rights to the chosen folder.

User Permissions

Before attempting to clone a report in Salesforce, verify that you or the users attempting to perform the cloning process have the necessary permissions.

Read Access to the Report:

You need the “Read” access permission for the report they intend to clone. This lets you view and extract the necessary information from the original report. If you’re the owner of the report, you’ll have this access by default.

Create Access to the Destination Folder:

You should have the “Create” access permission for the folder where they intend to store the cloned report. Without this permission, you or any other users on your team won’t be able to save the cloned report.

Salesforce Cloned Report Customization – Best Practises

Edit Report Columns

Customize the columns displayed in the report to focus on the relevant data points. Add or remove columns based on the reporting needs.

Adjust Groupings and Summaries

If the original report had specific groupings or summaries, modify them to suit the requirements of the cloned report. This ensures that the structure aligns with the intended analysis.

Apply New Report Formats

Experiment with different report formats to present data in a way that enhances understanding. Choose the format that best conveys the information, whether it’s a tabular report, summary report, or matrix report.

Update Report Charts and Graphs

If the original report included charts or graphs, update them based on the modified data in the cloned report. This step enhances the visual representation of data.

For an even more streamlined experience, consider how Coefficient can further enhance this customization process by allowing you to merge Salesforce data with other data sources directly in your spreadsheet. 

Permission Issues

If users encounter permission-related issues, ensure they have access rights to read the original report and create a report in the designated folder.

Filter Mismatch

If the cloned report is not capturing the expected data, review and adjust the filters to ensure they align with the desired dataset.

Frequently asked questions

Can you clone a report in Salesforce?

Yes! Salesforce makes it simple to clone reports. Just find the report you want to copy, look for the Clone button in the top-right corner, give your new report a name, and you’re done.

But here’s the better way: Coefficient lets you import your Salesforce data once and create unlimited views without cluttering your report folder. Every view stays fresh automatically, and you can add calculations or combine data from other sources – all without touching Salesforce.

How to make a duplicate report in Salesforce?

1. Open the report you want to copy in Salesforce
2. Click the Clone button in the top right corner
3. Type a new name for your report
4. Select the folder where you want to save it
5. Click Save

But here’s another approach: With Coefficient, select your Salesforce report in the sidebar, import it to your spreadsheet, and save different versions as new sheets.

Each version updates in real-time when your Salesforce data changes, and you can add extra calculations or combine it with other data sources.

What is a clone report?

 A clone report is an exact copy of an existing report, including all its fields, filters, groupings, and formatting settings. 

While cloning works for one-off needs, teams that frequently need different views of their data use Coefficient to eliminate manual exports and keep their data fresh automatically.