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

• Customizing Reports – constructing several perspectives or drill-downs for marketing, financial, or sales stakeholders. Cloning reports guarantees that the essential structure is maintained when several users from different teams or departments require reports with minor modifications.

• Visualization Limitations – Analyzing relationships between objects that Salesforce won’t let you join in a single view

• Version Control and Experimentation – testing new formulas, groupings, or visualization modifications by experimenting with new measurements without changing the original.

Cloning is an easy solution. But believe us, the true issue won't be resolved by it.

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 Do You Clone or Duplicate Reports Effectively?

In fact, they don't. No more cloning. No more exports. They are creating any view they require, maintaining it without effort, and sharing it with all relevant parties (yes, they do not require a Salesforce license).

Soon, we'll discover that magic! Let's clone your report first, though.

What Are the Quick Steps to Clone a Report in Salesforce?

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.

How Do You Build Flexible Salesforce Reports Without Cloning?

Using Superjoin

Hours are wasted by RevOps teams copying reports for various stakeholders and points of view. More upkeep, more mistakes, and less time for in-depth examination are all consequences of each clone.

This is removed by using programs like Superjoin, which link your spreadsheets and Salesforce data directly.

For instance, businesses like Miro, which have data-driven operations teams, have found ways to use Salesforce and Superjoin spreadsheets to create effective and adaptable salesforce reporting.

Now, let’s get into why Salesforce experts prefer salesforce reporting from Superjoin + Spreadsheets.

1. Building a Centralized Salesforce Dataset for Seamless Access

Whether it's pipeline by rep, region, or account, or customized analysis for marketing and finance, your team requires diverse perspectives on the same data. Every view in Salesforce represents a different clone. Superjoin allows you to:

• Make a single master dataset that includes all of the necessary records, fields, and objects.

• Without requiring manual exporting, set up automated refresh cycles to keep your data current.

• To preserve data integrity, update Salesforce entries straight from your spreadsheet.

2. Build Custom Report Views in Salesforce in Minutes

"Is it possible to add this field?" "Is that a filter we could use?" Does that sound familiar?

Rather than replicating reports for each request, apply your knowledge of spreadsheets to:

• Create any view you need with pivot tables and familiar formulas – no Salesforce admin required.

• Instantaneously slice and filter data by product, region, representative, or any other dimension.

• Create intricate computations and unique metrics without modifying Salesforce configurations.

• All automatically remain current and come from the same dataset. Some perspectives, same source data. Easy.

3. Effortless Report Sharing with Non-Licensed Team Members

Salesforce licenses are not required or owned by everyone. They do, however, require data. At the moment, that entails either costly licenses or limitless CSV exports, both of which add to your workload.

Superjoin allows you to:

• Distribute real-time dashboards that automatically update in response to Salesforce modifications.

• Allow leaders to examine data at their own pace rather than relying on you for every drill-down.

• Use automated Slack notifications to notify stakeholders of pipeline modifications, forecast updates, and important data.

4. Visualize Data Better and Monitor Changes Over Time

Salesforce only displays data as it is at the moment. Do you want to see how this quarter's pipeline compares to last? You must make (and keep up) distinct reports for every time frame.The snapshot function in Superjoin automatically records past data, allowing you to:

• Without producing fresh reports, compare pipeline data across any time period.

• To find bottlenecks and improve your sales process, monitor how deals move through the stages.

• Demonstrate to leadership how territories, quotas, and predictions perform over time.

  
  

Getting Started with Salesforce Reports: A Beginner's Guide

Salesforce users can examine and visualize data with the help of Salesforce reports. They enable you to meaningfully arrange and display facts, which facilitates improved decision-making. Leads, Contacts, Opportunities, and other objects serve as the foundation for these reports.

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 

In Salesforce, reports are arranged and stored in folders rather than one at a time. Choose the location for the copied report's storage and become acquainted with the folder structure before cloning. Verify that users have the proper permissions to access the selected 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

The report they want to clone requires the "Read" access authorization. This enables you to view the original report and extract the relevant data. By default, you will have this access if you are the report's owner.

Create Access to the Destination Folder

The folder where they plan to keep the cloned report should have the "Create" access permission granted to you. You or any other team members won't be able to save the cloned report without this authorization.

Best Practices for Customizing Cloned Reports in Salesforce

Edit Report Columns

Tailor the report's columns to highlight the pertinent data items. Depending on the reporting requirements, add or remove columns.

Adjust Groupings and Summaries

Adjust any categories or summaries that were specific to the original report to meet the needs of the cloned report. By doing this, the structure is guaranteed to match the planned analysis.

Apply New Report Formats

To show data in a way that improves comprehension, try out several report styles. Whether it's a matrix report, summary report, or tabular report, pick the format that best presents the data.

Update Report Charts and Graphs

Update any charts or graphs that were part of the original report using the updated data from the cloned report. This stage improves the data's visual representation.

To make things even more efficient, think about how by enabling you to seamlessly blend Salesforce data with data from other sources in your spreadsheet, Superjoin may further improve this customisation process.

Filter Mismatch

Check and modify the criteria to make sure they match the intended dataset if the cloned report is not capturing the anticipated data.

Say Goodbye To Tedious Data Exports! 🚀

Are you tired of spending hours manually exporting CSVs from different tools and importing them into Excel?

Superjoin is a data connector for Excel & Google Sheets that connects your favorite SaaS tools to Excel automatically. You can get data from these platforms into Excel automatically to build reports that update automatically.

Bid farewell to tedious exports and repetitive tasks. With Superjoin, you can add 1 additional day to your week. Try Superjoin for free or schedule a demo.