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ariharan2002
Level 1

Custom Field Data Missing in Scheduled Report Emails (Intermittent Issue)

We are encountering an issue with scheduled custom reports in QuickBooks Online.

 

We have created a custom report that includes custom fields—for example, a column showing the names of individuals associated with or invoicing certain transactions. The report displays correctly within QuickBooks, with all expected data including the custom field columns.

 

However, when this report is delivered via the scheduled email feature, the custom field column appears empty in the email attachment—the column header is present, but no data is populated in the rows. All other fields are populated correctly.

 

In addition, sometimes, we are getting incorrect data in the custom columns where data from some other company are added in.

 

This issue does not occur consistently. It seems to affect only certain companies and happens intermittently.

 

Could you please assist us in investigating why the custom field data is missing from the emailed report in these cases? We would also appreciate any available workarounds or a fix for this issue.

 

Thank you for your support.

1 Comment 1
JoelES
QuickBooks Team

Custom Field Data Missing in Scheduled Report Emails (Intermittent Issue)

We can run some troubleshooting steps to trace the cause of the issue, Ariharan. 

This behavior is commonly related to either your browser, email server or PDF reader. To sort this out, let's start by clearing your browser cache. This help eliminate any outdated data that may cause the issue. You can also use other supported browser as an alternative. 


It seems there may be an issue with the email formatting or data extraction for scheduled reports in QBO.

 

  • Ensure that the custom fields are correctly set up in the report settings. 
  • Check if there are any filters applied that might affect the data in the emailed version.
  • Consider re- scheduling the report to see if the issue persist. 

If the problem continues, further investigation may be needed to identify the root cause. Please let me know if the issue still recurs after following the above instructions. 

 

Additionally, ensure that your PDF readers are updated to the latest versions, as older versions may not effectively handle newer file formats or data structures. 

In the future, If you urgently need data like this you can export standard reports and share it with your colleagues for immediate or an easy access. 

On the other hand, we have a team of experts who can offer personal guidance on customizing your reports and as well as in teaching the best bookkeeping practices to increase your efficiency. Check out QuickBooks Live Expert Assisted for more details. 

Comment here again if you need further assistance with your reports in QBO. I'll be right here if you need assistance. 

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