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.