topic Re: how to clone reports to other dashboards in Dashboards & Reporting

how to clone reports to other dashboards

hbh10 — Tue, 13 Mar 2018 06:39:51 GMT

hello,

how can i clone reports in one dashboard to other dashboars ?

Re: how to clone reports to other dashboards

edjusten — Tue, 13 Mar 2018 19:43:41 GMT

Hi @hbh10 Follow the steps here to find the Clone option under the Actions menu of a report wigit. Once selected, the interface will ask you which dashboard wigit you would like to clone to.

Thank you,

Ed Justen

Re: how to clone reports to other dashboards

hbh10 — Thu, 15 Mar 2018 12:28:33 GMT

Thank you Justen , I managed to do it 🙂

Re: how to clone reports to other dashboards

andygould — Tue, 10 Apr 2018 16:49:07 GMT

Is this restricted in some way? Trying to do on the Sales dashboard and not seeing that option.

Re: how to clone reports to other dashboards

VagaeNatus — Tue, 12 Mar 2019 07:17:29 GMT

Hi @edjusten I can clone standard reports to another dashboard but can't do the same for cross-object report. The field where we have to select which dashboard to clone it to is not available. Is that expected?

Re: how to clone reports to other dashboards

Jwberry — Wed, 03 Apr 2019 13:40:19 GMT

Hi adrienjorge!

Cloning a cross-object or custom report is a bit different from a default report. This is how it works as of today (April 3rd 2019), and I'm sure that our team will be making the "flow" for cloning a custom report more intuitive in the future.

On a Default report

Actions > Clone > Name Report > Clone to Existing Dashboard > Select Dashboard > and finally, "Clone to Existing Dashboard"

*The menu on the final page will read "Clone this Report"

On a Cross-object / Custom report

Actions > Clone > (In a new tab) Get Data > Visualization > Save > Name Report > Add to existing Dashboard > Select Dashboard > finally, "Save & Add"

*The menu on the final page will read "Update Report"
**Even though it seems like we are only updating the existing report in this space, the report will actually be cloned to the other dashboard following "Save & Add."

Hope this helps!