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Upgrade reports to NAV 2013

a very nice link about report upgrading to NAV 2013 Step By Step !

Upgrade Reports to NAV2013

Report Upgrade

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 contain only an RDLC layout and request page.

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.

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 view 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.

How to: Upgrade Reports

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:

> Export the reports to a file. For more information

    > Create a backup of the database.

Typically, upgrading reports is part of the larger process of upgrading the whole Microsoft Dynamics NAV application.

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.

Upgrading Reports

To upgrade reports

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

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

    On the Tools menu, choose Upgrade Report.

    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.

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.

How to Upgrade Hybrid* Reports


*Hybrid Reports: Reports with both Classic Layout and RDLC Layout

How to Upgrade Processing Only Reports


Upgrade Classic* Reports


*Classic Reports: Reports without any RDLC Layout

If your report is not compilable in NAV2013 then Upgrade – Stages

Cannot design a NAV2009 report in NAV 2013 until you upgrade

Cannot upgrade reports until you can compile in NAV 2013


Upgrade – Step 1


Output of this step:

NAV 2009 reports which are compilable and editable in NAV 2013 platform

Upgrade - Step 2

Import reports into NAV 2013 application – fix issues,compile and cleanup.

Merging your customizations:


What to do After Upgradation:

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.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.

by Mohana’s Dynamics Blog on  Mibuso

Categoria: Dynamics NAV 2013
lunedì, 12 nov 2012 Ore. 17.54

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