Clone Reports in Salesforce

Salesforce orgs often accumulate thousands of reports over time. Sales teams, service teams, and leadership dashboards all depend on carefully built reports — and when expanding to new business units or orgs, those reports must be recreated again and again.

Manually rebuilding reports is slow, repetitive, and error-prone.

BOFC makes it easy to bulk clone reports in Salesforce, including custom and standard reports, report types, and report folders — across the same org or external orgs — in just a few clicks.

No manual reconfiguration. No missing filters. No broken report structures.

Clone Reports in Salesforce

What BOFC’s Bulk Report Cloning Delivers

Clone Custom and Standard Salesforce Reports

BOFC allows administrators and business users to clone both custom and standard Salesforce reports quickly without rebuilding report structures manually. This helps accelerate reporting setup and standardization across teams.

Replicate Report Types with Dependencies

Clone reports along with their associated report types and dependent configurations to ensure reports function correctly in the target environment without missing references.

Copy Entire Report Folder Structures

Preserve report folder hierarchy, organization, and sharing structures during the cloning process. This helps maintain clean reporting management and user accessibility.

Clone Single or Multiple Reports at Once

Save significant administrative effort by cloning one or many reports simultaneously instead of recreating them individually. Ideal for enterprise reporting environments with large report libraries.

Move Reports Across Orgs or Environments

Easily migrate reports between sandbox, developer, testing, UAT, and production orgs — including external Salesforce environments. Simplifies deployment and reporting synchronization activities.

Preserve Filters, Columns, Groupings, and Formats

Maintain complete report configurations including filters, displayed columns, row groupings, sorting, formulas, charts, and report formats to ensure reporting consistency and accuracy.

How It Works

Step 1

Select the Source Org and Source Folder

Step 2

Choose Action Type for existing "Report Types, Report Folder & Reports"

Step 3

Select Show Source Reports and it will open a section with a table of Source Reports

Step 4

Select (single or multiple) Source reports which you want to clone

Step 5

Finally, Click "Clone" & its DONE

Ready to Bulk Clone Reports in Salesforce?

Build automation once. Replicate everywhere