@Adrian_A  I appreciate the steps to suggest the improvement to the Developers. I'll be sure to do that.

With regard to customizing the reports, please correct me if I am wrong, but there is not the ability to add additional detail based on the various inputs/selections there in, is that correct? Meaning I can't add a beginning balance & activity based on the Customize Functions. Rather those functions are reserved for the actual formatting of the report itself, how the report looks vs what the report includes.