Hi nlcMarkC
Firstly its great to see someone with such great enthusiasm for their idea and the ways to implement their idea.
To the actual Idea/s, lets not delete the idea information you have provided as it all adds information to idea on possibly ways in which it can be implemented. If you could clearly write up what you are after and a possible screenshot of the report/form we are more than happy to change the idea information to that on your behalf so others can read your idea and vote/comment for the idea if they would like to see it on the program .
Judging by what I have read you also might like to take a look at Developer Centre. This is a great place to get some information about the AccountRight API (which is the tool to extract data out of the AccountRight database). As what I think you are trying to accomplish may be possible by the AccountRight API so you can obtain that data and use Excel or another program to possibly design what you are after.