Click Save to update an existing report with recent changes, or
Save As to clone the original report without changing it. In Lightning Experience, click Clone to
clone the report.
Required Editions
Available in: Salesforce Classic
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Schedule Reports
Verify the name, description, and folder, then choose where
to go next:
Click Save to save the report and go
to the Reports home page
Click Save & Return to Report to
save it and go back to the report run
page.
Note To save your report at a specific role hierarchy level on
sales, forecast, opportunity, and activity reports, select Save Hierarchy
Level.
Tip If you add a colon to your report name, it displays in two
separate lines when you view the report. Use this information to categorize reports by name,
or better display long names. For example, if you enter First Line: Second
Line for Report Name, you see this result on the run page:
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