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Report Upgrade

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Upgrading reports is an automated process that extracts dataset information and deletes unnecessary Classic report components from the report object.

In Microsoft Dynamics NAV 2009, a report object could contain the following combinations of components:

  • Classic report layout (sections) and request form.

  • Client report definition (RDLC) layout and request page.

  • Both Classic report layout (sections) and request form and an RDLC report layout and request page.

In Microsoft Dynamics NAV 2013, a report object can only contain an RDLC layout and request page.

Upgrading Reports with Both Classic Report Layout and RDLC Layout

If you import a report from Microsoft Dynamics NAV 2009 that has both the Classic report layout and RDLC report layout, then you must upgrade that report. In Microsoft Dynamics NAV 2013, you can compile, but you cannot run or design a report that has a Classic report layout. When you upgrade a report, the Classic report layout and the request form are deleted, and the field information from report sections is converted to a dataset definition that is valid for Microsoft Dynamics NAV 2013 reports.

The following illustration shows how to upgrade a report that has both classic report layout and client report definition (RDLC) layout.

Upgrading reports with classic and RDLC layout

Upgrading Classic Reports

You may have Microsoft Dynamics NAV 2009 reports that do not have RDLC layouts and request pages. For example, you may have deleted the RDLC layout from a Microsoft Dynamics NAV 2009 report so that you could start the Classic layout from the RoleTailored client. You may also have a report from a version of Microsoft Dynamics NAV before Microsoft Dynamics NAV 2009, which does not contain an RDLC layout or a request page. To upgrade reports that do not contain an RDLC layout, you upgrade the customized report as is by using the standard upgrade procedures. A layout is suggested automatically during upgrade. After you upgrade, you must manually fix any issues with the layout.

The following illustration shows how to upgrade a classic report.

How to upgrade a classic reports

Upgrading Processing-Only Reports

The following illustration shows how to upgrade a processing-only report.

How to upgrade processing-only reports.

See Also

Tasks

How to: Upgrade Reports