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.

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