Who is this for: Service Desk and Internal Team Members
Where will this solution be located: https://login.salesforce.com/
When does this solution apply: When a team member is interested in saving a copy of an existing report. Please follow the below instructions before making any changes to the existing report
Description: This article guides a Team Member through the process of saving a copy of an existing salesforce report.
1. Log into Salesforce https://login.salesforce.com/
2. Navigate to Reports Tab
3. Run the report you would like to copy
4. In the upper right dropdown, select "Save As"
5. Enter a Report Name and select the folder to store the report. Note: Report Unique Name is auto generated once you enter a report name
6. Select Save
7. Once you hit save, you are now viewing the newly created report. You are free to make any report changes (filters, columns, etc)