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:

  1. Click Migrate from Version 19.8 > Migrate Custom Reports.

  2. On the Migrate Custom Reports tab, click [Browse], and then browse to the MB7 folder where your version 19.8 data is stored.

  3. Click the MB7 folder, and then:

    1. If you have custom reports, select the Custom Reports folder.

    2. Click [Migrate Reports].

    3. Select the Report Forms folder.

    4. Click [Migrate Reports].

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.