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A
ariharan2002
June 6, 2025
Question

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

  • June 6, 2025
  • 1 reply
  • 0 views

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 reply

J
JoelES
June 6, 2025

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 This help eliminate any outdated data that may cause the issue.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. 

On top of that, let's verify the status of your email server to confirm whether any issues might be impacting the sending or receiving of complete data. Examining the server logs can help identify errors during the email transmission process. 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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