Duplicating Reports for Multiple Dashboards

Karen Long
Karen Long Posts: 6
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??



  • 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.

  • 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..