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How to: Upgrade Reports

If you want to use Microsoft Dynamics NAV 2009 reports in Microsoft Dynamics NAV 2013, then you must upgrade the reports before you can run or modify them. You can compile Microsoft Dynamics NAV 2009 reports in Microsoft Dynamics NAV 2013, but you cannot run or design them. For more information about the differences between Microsoft Dynamics NAV 2009 reports and Microsoft Dynamics NAV 2013 reports, see Report Upgrade.

Before you upgrade reports, we recommend that you create a backup of the reports. You cannot undo the upgrade after it is finished. To back up reports, use one of the following methods:

Typically, upgrading reports is part of the larger process of upgrading the whole Microsoft Dynamics NAV application. You must follow the upgrade process that is described in Upgrading to Microsoft Dynamics NAV 2013, which includes the following:

Upgrading reports is part of the Upgrading the Application Code section of the upgrade process. When you perform the Identifying Customized Objects action, after you run the TextFormatUpgrad2013.exe tool and compile all reports, then complete the steps in the following procedure to upgrade your reports.

Warning

The steps in this topic for upgrading reports apply to customized reports, Microsoft Certified Partner reports, and processing-only reports.

Upgrading Reports

To upgrade reports

  1. Begin the steps to upgrade to Microsoft Dynamics NAV 2013. Follow steps 1 through 5d in the Identifying Customized Objects topic to begin the upgrade process. After you complete those steps, continue to step 2 in this procedure.

  2. In the development environment, on the Tools menu, choose Object Designer.

  3. In Object Designer, choose Report, and then on the Edit menu, choose Select All.

  4. On the Tools menu, choose Upgrade Report.

  5. Choose the Yes button to confirm that you want to upgrade the reports.

    The Classic report layout and request form for each report is deleted during the upgrade.

  6. On the Edit menu, choose Select All, and then on the Tools menu, choose Compile. In the dialog box, choose the Yes button to confirm that you want to compile.

  7. For any report in which the table data region spans more than one page, you must use the SetData and GetData functions so that the header information is displayed on subsequent pages. This process is different in Microsoft Dynamics NAV 2013 than in Microsoft Dynamics NAV 2009. Update your reports by using the Microsoft Dynamics NAV 2013 procedure for using the SetData and GetData functions to correctly display header information. For more information, see How to: Print Report Header Information on Multiple Pages.

  8. Verify that elements on the report are positioned correctly. During upgrade, elements may be repositioned because of rounding to the report height and width. You change the position of elements on a report by using Visual Studio Report Designer. For more information about Visual Studio Report Designer, see Report Designer (Visual Studio).

Next Steps

After you upgrade reports, continue with the next part of the upgrade, which is step 5f of Identifying Customized Objects.

See Also

Concepts

Report Upgrade