It would be nice to have the option in addition to generated by user name for the user to easily and visually identify for who was intended the financial statement report (e.g. by default to by our self, Bank, Stockholders, investors, financing party, consulting firm, etc.)

Not visually identifying the financial statement beneficiary target type and target name, the user may not history identify and follow up and may not easily trace owners-beneficiaries of revealed financial data.