Let me help you navigate the custom reports tab effectively, Fawna.
QuickBooks occasionally displays unusual behavior and encounters performance issues due to stored internet caches. Let's perform some basic troubleshooting steps to identify if it's related to a browser problem. Repeat the activity using an incognito window or a private browser. The keyboard shortcuts are as follows:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
If it's successful, return to your regular browser and clear your browser's history to start afresh. If not, I suggest using a different supported browser when logging in to your account because the QuickBooks version you're operating now may have a temporary malfunction.
Moreover, you can customize reports to personalize the data based on your preferred template.
Return to the Community space if you have further queries about tracking the financial standing of your business. I'm always here to help you. Keep safe.