Migrating custom reports

If you customized any of the reports that came with version 19.7, you need to migrate them to version 20.1, 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 2016.

To migrate your shared custom reports from version 19.7

Click Migrate from Version 19.7 > Migrate Custom Reports.
On the Migrate Custom Reports tab:
1. Click [Browse], and then navigate to and select the folder where your version 19.7 custom reports are stored.
2. Click [Migrate Reports].

Note:

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 20.1, 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.

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.