Thank you for the helpful and detailed suggestion.  A couple follow up questions trying to get to my "perfect" solution on this: 

1- Based on your suggestion to export to Excel, it sounds like I cannot return a total of all the (selected) account balances as of the custom end date on the report within QBO.  Correct?

2- Since this is a transaction based report, I have to click the little arrows to shrink the transaction details (I have to report on all transactions to the beginning of time to get a correct summarized balance) when I run the report.  When I add this report to a group of reports to be generated on demand, it shows all the details for the accounts and adds 164 pages to the group of reports I'm printing (sand desire to have a single PDF with 4 different reports contained).  I don't believe there is any way to solve this on this specific report type, correct?

Thanks again!