Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema

Use the Vision Report Administration utility to upgrade custom reports to the RDL report schema version that is currently supported in Vision.

The upgrade process described in this topic uses the Apply Schema Update to Customer Report File section of the Custom Reports tab in Utilities > Report Administration. This section of fields applies only if the custom report files that you want to upgrade are saved on a local machine and they have not been saved in the Vision database. If you need to upgrade custom reports that are already saved to your Vision database, use the Upgrade option on the toolbar of the Load Custom Reports grid on the Custom Reports tab.

For more information about the RDL report schema version that Vision supports and more information about upgrading your custom reports, see the Deltek Vision Custom Reports and Microsoft SQL Server Reporting Services guide. You can download the guide from the Deltek Customer Care Connect website.

To upgrade custom reports that are saved on a local machine to the RDL report schema version that is currently supported in Vision, complete the following steps:

  1. From the Vision Navigation menu, click Utilities > Report Administration.
  2. On the Report Server form, click the Custom Reports tab.
  3. In the Apply Schema Update to Customer Report File section of the Custom Reports tab, click the Select Folder button.
  4. On the Browse for Folder dialog box, browse to and select the folder on your local machine that contains the report RDL files to upgrade, and click OK. The dialog box closes, and you are returned to the Custom Reports tab where the folder path now displays in the Folder field.
  5. Click the Apply button to process all the RDL files located in the selected folder. Vision informs you when the process is complete.
  6. Review the RDLProccessing.log log file that is saved in the report folder that you entered in the Folder field. The log file contains the status of each processed RDL file and identifies any errors.
Parent Topic: Procedures