Migrating custom reports and report forms
If you customized any of the reports that came with version 19.8, you need to migrate them to version 26.1, 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 2024.
To migrate your shared custom reports and forms from version 19.8:
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Click Migrate from Version 19.8 > Migrate Custom Reports.
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On the Migrate Custom Reports tab, click [Browse], and then browse to the MB7 folder where your version 19.8 data is stored.
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Click the MB7 folder, and then:
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If you have custom reports, select the Custom Reports folder.
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Click [Migrate Reports].
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Select the Report Forms folder.
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Click [Migrate Reports].
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In version 19.8, 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 26.1, 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.