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suzan-king
Level 1

I am trying to customise reports, however when I try it quickly moves off that page and goes to a report dated today?

 
3 REPLIES 3
FritzF
Moderator

I am trying to customise reports, however when I try it quickly moves off that page and goes to a report dated today?

Thanks for dropping by the Community, @suzan-king.

 

There are times that the browser is full of frequently accessed page resources, causing some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox or Internet Explorer).
  • Control Option (Safari).

 

Once signed in, pull up and customise the report again to double-check. Refer to this article for more information: Customise your reports in QuickBooks Online.

 

If it works, return to your default browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers.

 

Please know that I'm only a few clicks away if you have any other issues or concerns. I'll be happy to help. Have a great day!

suzan-king
Level 1

I am trying to customise reports, however when I try it quickly moves off that page and goes to a report dated today?

Thank you I tried both these suggestions and it still is not working. I have used this feature lots of times before, this has just started to be a problem. 

 

I have tried using a different laptop and having the same problem. 

 

When I select customise, it goes to the screen quickly then moves off to the report at todays date. 

 

Thanks you

 

Su 

JessT
Moderator

I am trying to customise reports, however when I try it quickly moves off that page and goes to a report dated today?

Thank you for the update, Suzan.

 

In the meantime, you can install the QuickBooks Online desktop app on your computer and access your account from there. We'll see if you still get the same result.

 

I would also recommend contacting our Support since the behavior still persists after trying the steps that Fritz shared above. They can use a screen-sharing tool to view your setup and gather screenshots to investigate this.

  1. Click on Help and choose Contact Us.
  2. Copy and paste your original question in the description box and hit Continue.
  3. Choose Chat or Request for a callback.

If there's anything that I can help, please let us know by commenting on this thread.

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