In addition to the advice given by the other replies, it is advised to run Actions > Check & Repair > Check & Repair All when first opening a file after an upgrade between major releases.

These checks and repairs are supposed to run automatically, but that doesn't always go smoothly or completely for everyone, hence the recommendation to do so manually.

The only other concern with an upgrade would be if you had custom reports that use deprecated code in the new version. But this is rare. By 'custom' I mean either you, or someone for you, coded them in Scheme. I'm not referring to merely Saved Configurations of included reports.

Regards,
Adrien

On 3/24/24 11:37 AM, Nathan Rosenthal wrote:
I am currently running version 4.12 for two different organizations.

If I was to update to 5.12 would I just download it and install it into the same folders or would I need to transfer the data files?

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