Duplicating Reports for Multiple Dashboards

Karen Long
Karen Long Member Posts: 3 VERIFIED MEMBER
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: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    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 VERIFIED MEMBER
    Third Anniversary First Comment Photogenic
    #3

    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: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #4

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

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