If you customized any of the reports that came with version 19.8, you need to migrate them to version 23.1, also.
Note: If you created custom reports using third-party applications, you must use the report views to adapt them, separately, for Sage 100 Contractor 2021.
To migrate your shared custom reports from version 19.8:
- Click Migrate from Version 19.8 > Migrate Custom Reports.
- On the Migrate Custom Reports tab:
- Click [Browse], and then navigate to and select the folder where your version 19.8 custom reports are stored.
- Click [Migrate Reports].
In version 19.7, private reports were stored on individual workstations with each user’s Windows application data, and therefore cannot be migrated along with the shared custom reports.
In version 23.1, when a user logs into Sage 100 Contractor, the server checks their Windows User Data folder to see if they have any private Sage 100 Contractor. If they do, the program creates a User Data folder on the server for that user’s Windows ID, and copies their reports to this folder.