No results are showing in my Custom Reports — what should I check?

If your Custom Report returns no results, try the following in order:

1. Loosen your filters (date range, vendor, type). Start broad (e.g., Documents — This Month) to confirm data exists. If it is the beginning of a new month (April 2nd, for example), then this is the likely culprit as many ready-made reports have a default date range set to "This Month". This can be configured.
2. Check folder exclusions. By default WickedFile excludes the “Ignored Items” and “Reviewed Repair Orders” folders — remove these exclusions if needed.
3. Remember nightly processing. New uploads, edits, or integration syncs process once a night. Recent changes may not appear until the next sync.

If you still see nothing, run a simple Documents report for the current month to confirm ingestion, or use Quick Search for a known invoice number to verify existence.

Quick Note: Have you checked out the AP Hub yet? It’s WickedFile’s newest feature—and it’s changing how shops control accounts payable. Click the link below to learn more.

https://help.wickedfile.com/knowledge-base/what-is-the-ap-hub-0