Snapshot Report

Our clients are all businesses and, from time to time, they need a snapshot of what their billed and unbilled balance was on a given day for the purpose of a financial audit. We had hoped the "Account Balance" report would do this but, even when using a past date on the report, it only gives the current unbilled balance for that client (the billed balance was correct as of the past date). It would be useful if we could see the unbilled balance as of that date on this report or have a separate snapshot report that would give us that info so we didn't have to piece this information together from multiple places.