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JackTreas
March 15, 2025
Question

My Reports screen has changed and I no longer have a Custom Reports tab

  • March 15, 2025
  • 1 reply
  • 0 views
 

My landing page has changed and I no longer have a Custom Reports tab.  The reports are there, but I have to start typing a report name into a search box to get the list of available reports.  (Also there is no Help function on the page.)  The system administrator has confirmed that my access allows me to View Company Reports.  Thanks.

 

    1 reply

    K
    KiazzymaeC
    March 15, 2025

    Thank you for contacting us, @JackTreas. I've checked from my end and everything, appears to be displaying correctly. It seems that the issue could be originating from your side. Let's go through some basic troubleshooting steps involving your browser to see if we can restore the Custom Reports tab and the Help function on your page.

     

    To start, please open a private browser or incognito mode using the following keyboard shortcuts based on your browser type:

     

    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + P
    • Safari: Command + Shift + N


    Once you are in private browsing mode, navigate to the QuickBooks Online (QBO) website and attempt to log in to your QuickBooks Online account to check if the interface displays correctly. If you're able to connect successfully in private browsing mode, this typically indicates that there's a need to clear the cache in your usual browser to refresh the system settings. If you still experience issues while in private browsing, I recommend trying a different supported browser to see if the problem persists. This approach will help us pinpoint and resolve the issue effectively.

     

    Additionally, I've included these links for your future reference regarding your custom reports:

     

     

    You can always go back to us if you still have further questions regarding your interface. We're here to assist you! 

    J
    JackTreasAuthor
    March 16, 2025

    Hi,

    I logged in in private browsing and got the same (problem) landing page.  I cleared the cache and logged in again and got the same landing page.  I am using Firefox 136.0.1 (64-bit) which Firefox says is up to date.

      RazzieE
      RazzieE
      March 16, 2025

      I acknowledge your effort following the troubleshooting steps provided by my colleague above, @JackTreas. To further assist you with this, I highly suggest contacting our Live Support Expert to resolve this matter.

       

      Contacting our Live Support Team is the best option for this issue, as they have the necessary tools to provide a solution.

       

      Here's how:

       

      1. Go to the Help (?) menu at the upper right corner of the page.
      2. In the Assistant tab, enter Talk to a Human.
      3. Enter your concern and follow the onscreen prompts.
      4. Select chat with us or have us call you.

       

      You may also visit this link to know their support hours: Get help with QuickBooks products and services.

      Once all becomes handy, you can visit this article to create your own reports using Custom Report Builder: Customize reports in QuickBooks Online. It explains how to adjust rows, columns, and layouts to suit your needs and many more.

       

      If the issue persists after reaching out to our Live Support Team, don't hesitate to return to this thread for additional assistance, JackTreas. Have a blessed Monday.

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