How to Bulk Clone Reports in Salesforce?

Published: Oct 20 2023

Last Updated: May 05 2026

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When working in Salesforce, the ability to bulk clone reports in Salesforce can quickly become challenging without risking errors or investing significant time.

As organizations grow, admins often need to replicate reports across multiple environments, whether it’s a new org setup, sandbox testing, or maintaining consistency between teams. But Salesforce doesn’t offer a native way to bulk clone reports, which means most admins are left doing it manually.

Consider a common scenario. You’re setting up a new Salesforce org that needs to mirror your existing one. Objects and fields can be managed efficiently, but when it comes to reports, each one has to be recreated with its columns, filters, bucket fields, and report types. Doing this for dozens or even hundreds of reports is not just time-consuming, it’s highly prone to mistakes.

This is exactly why many admins look for a better way to bulk clone reports in Salesforce.

Using a tool like BOFC (Bulk Object Field Creator), you can clone multiple Salesforce reports at once, including their configurations, report types, and folder structures. Whether you’re working within the same org or across different orgs, the entire process becomes faster, more accurate, and far less stressful.

In this blog, we’ll show you how to bulk clone reports in Salesforce using BOFC, so you can eliminate manual effort and ensure consistency across your Salesforce environments.

Note:

To avail this feature, kindly make sure you have installed the latest version of the application. You can upgrade your package using either of two ways:

  1. In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or —
  2. Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits:

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Few Simple Steps to Bulk Clone Reports in Salesforce

  1. Open the BOFC Home > Click “Clone Reports”

    Clone Reports
  2. It will open below screen for BOFC Clone Reports

    BOFC Clone Reports

    User can clone the Reports from different type of source org:

    • Can clone from “Current Salesforce Org” in which BOFC is installed
    • Can clone from “External Salesforce org” (Salesforce org which are linked / non-linked to current org in which BOFC is installed)
  3. Select the “Source Org” from where you want to clone the Report

    clone the Report
  4. Select the “Source Folder” (from where report needs to cloned)

    from where report needs to cloned
  5. Next step is to decide the type of action for any existing “Report Types, Report Folder & Reports”

    Report Types, Report Folder & Reports

    Note: Any entity which is not available will be created. This step relates to “Any existing entity only”. If user has selected:

    • “Clone & Override” – It means the existing entity will be over-written
    • “Clone & No-Override” – It means the existing entity will be Skipped for any changes.
  6. Finally we are ready with all the configuration and ready to initiate the process to fetch Source Reports

    initiate the process to fetch Source Reports
  7. Once this blue button is clicked, it will open a section with a table of Source Reports

    table of Source Reports

    Select (single or multiple) Source reports which you want to clone and click on blue button “Click here to Initiate Clone

  8. Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

    Click “Clone” button in the Status Table against each row (one by one)

    Click Clone button

Once the ” clone” buttons is clicked, it will update the status against each row for all the elements of that type.

update the status against each row

Above image shows that the selected reports has two report types which needs to cloned. When BOFC tried to clone them, it shows the Success or Error Status against each report type.

Once all “Clone” buttons are clicked, you are done with Cloning Reports with all the selected actions.

Benefits of using BOFC to Clone Salesforce Reports:

  1. User can copy any type of Report in salesforce (Custom or Standard)
  2. Along with report, it will also clone “Custom Report Type” and “Report Folder” referenced in report
  3. This feature has option for an user to choose whether they need to (override or skip) any existing components (like report, report type, folder)
  4. Clone Reports copies Report Columns, Report Filters, Bucket Fields, Sort Field, Aggregate fields and many more.
  5. User can clone Reports from Same or External (non-linked) Salesforce org
  6. Simple Point & Click UI only.
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