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: |
|
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: