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How to update a report so that changes are not lost when switching to a new version of Acumatica?

  • October 25, 2025
  • 3 replies
  • 79 views

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I create new report and change default report, and add by Report designer->Save report to the server. 

Best answer by BenjaminCrisman

@bihalivan15 If it’s a stock report you’re changing, make sure it’s also in the new site. It’s rare, but occasionally Acumatica will remove a report or subreport and so if your edits are on that report it won’t get installed on the new version, so the report won’t be seen.

Always save local versions of your custom reports, you never know when something might happen.

If your custom report has a new version name then it should still be exactly the same upon update, it would be the stock version which changed (the version seen when no active version is checked on the Report Versions tab). Sometimes the changes can be significant enough to warrant re-doing the stock version again with the edits, but it’s important to always check report output in a sandbox prior to upgrading if possible.

3 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • Answer
  • October 25, 2025

@bihalivan15 If it’s a stock report you’re changing, make sure it’s also in the new site. It’s rare, but occasionally Acumatica will remove a report or subreport and so if your edits are on that report it won’t get installed on the new version, so the report won’t be seen.

Always save local versions of your custom reports, you never know when something might happen.

If your custom report has a new version name then it should still be exactly the same upon update, it would be the stock version which changed (the version seen when no active version is checked on the Report Versions tab). Sometimes the changes can be significant enough to warrant re-doing the stock version again with the edits, but it’s important to always check report output in a sandbox prior to upgrading if possible.


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  • Author
  • Captain I
  • October 25, 2025

@bihalivan15 If it’s a stock report you’re changing, make sure it’s also in the new site. It’s rare, but occasionally Acumatica will remove a report or subreport and so if your edits are on that report it won’t get installed on the new version, so the report won’t be seen.

Always save local versions of your custom reports, you never know when something might happen.

If your custom report has a new version name then it should still be exactly the same upon update, it would be the stock version which changed (the version seen when no active version is checked on the Report Versions tab). Sometimes the changes can be significant enough to warrant re-doing the stock version again with the edits, but it’s important to always check report output in a sandbox prior to upgrading if possible.

If I change report definition, my changes saved if I update acumatica version?


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • October 27, 2025

@bihalivan15 The only way your report would be lost is if it is a custom copy of an Acumatica report and we removed the report from the site, or if you weren’t saving report versions and just saving over the default report each time.

As long as you check the box to Save as new version then your report will certainly still be there after upgrade