Duplicating Reports for Multiple Dashboards

Karen Long
Karen Long Member Posts: 3
First Comment
edited July 2022 in Sales CRM #1

I have created a set of reports that I would like to duplicate across multiple dashboards, however, there doesn't appear to be a way to do this. Am I missing something??

 

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited January 2022 #2

    You can pull existing reports into new dashboards.

    If you want to make a copy, use the 'save as new' option after making edits to a report.

  • Bastien CHAMPIER
    Bastien CHAMPIER Member Posts: 4
    First Anniversary First Comment Photogenic

    Am looking for the same option..

    Currently the "save as new" option is a bit annoying when you have 25 reports to duplicate in one dashboard and just want to change one parameter has deal owner..

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 944 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment

    Hi @Karen Long , we have a new feature for this! Have a look.