diff --git a/gnucash/gnome/business-urls.c b/gnucash/gnome/business-urls.c
index ce1825ad14..e0283a4f37 100644
--- a/gnucash/gnome/business-urls.c
+++ b/gnucash/gnome/business-urls.c
@@ -213,7 +213,7 @@ ownerreportCB (const char *location, const char *label,
     GncOwner owner;
     Account *acc;
     GHashTable *query_ht;
-    time64 enddate;
+    time64 enddate = INT64_MAX;
     gboolean show_report = TRUE;
 
     g_return_val_if_fail (location != NULL, FALSE);
@@ -293,7 +293,13 @@ ownerreportCB (const char *location, const char *label,
 
     /* Ok, let's run this report */
     if (show_report)
-        gnc_business_call_owner_report (result->parent, &owner, acc);
+    {
+        if (enddate != INT64_MAX)
+            gnc_business_call_owner_report_with_enddate (result->parent, &owner,
+                                                         acc, enddate);
+        else
+            gnc_business_call_owner_report (result->parent, &owner, acc);
+    }
 
     g_hash_table_destroy (query_ht);
     return show_report;
diff --git a/gnucash/gnome/dialog-invoice.c b/gnucash/gnome/dialog-invoice.c
index 8eb5c0c056..95ee269d2d 100644
--- a/gnucash/gnome/dialog-invoice.c
+++ b/gnucash/gnome/dialog-invoice.c
@@ -1161,6 +1161,14 @@ void gnc_invoice_window_new_invoice_cb (GtkWindow *parent, gpointer data)
 }
 
 void gnc_business_call_owner_report (GtkWindow *parent, GncOwner *owner, Account *acc)
+{
+    gnc_business_call_owner_report_with_enddate (parent, owner, acc, INT64_MAX);
+}
+
+void gnc_business_call_owner_report_with_enddate (GtkWindow *parent,
+                                                  GncOwner *owner,
+                                                  Account *acc,
+                                                  time64 enddate)
 {
     int id;
     SCM args;
@@ -1171,9 +1179,13 @@ void gnc_business_call_owner_report (GtkWindow *parent, GncOwner *owner, Account
 
     args = SCM_EOL;
 
-    func = scm_c_eval_string ("gnc:owner-report-create");
+    func = scm_c_eval_string ("gnc:owner-report-create-with-enddate");
     g_return_if_fail (scm_is_procedure (func));
 
+    /* set the enddate */
+    arg = (enddate != INT64_MAX) ? scm_from_int64 (enddate) : SCM_BOOL_F;
+    args = scm_cons (arg, args);
+
     if (acc)
     {
         swig_type_info * qtype = SWIG_TypeQuery("_p_Account");
diff --git a/gnucash/gnome/dialog-invoice.h b/gnucash/gnome/dialog-invoice.h
index 002e4af37d..7b70c0838a 100644
--- a/gnucash/gnome/dialog-invoice.h
+++ b/gnucash/gnome/dialog-invoice.h
@@ -67,6 +67,11 @@ GNCSearchWindow * gnc_invoice_search (GtkWindow *parent, GncInvoice *start, GncO
 
 void gnc_business_call_owner_report (GtkWindow* parent, GncOwner *owner, Account *acc);
 
+void gnc_business_call_owner_report_with_enddate (GtkWindow* parent,
+                                                  GncOwner *owner,
+                                                  Account *acc,
+                                                  time64 enddate);
+
 void gnc_invoice_window_sort (InvoiceWindow *iw, invoice_sort_type_t sort_code);
 
 GtkWidget * gnc_invoice_window_create_summary_bar (InvoiceWindow *iw);
diff --git a/gnucash/report/html-utilities.scm b/gnucash/report/html-utilities.scm
index 5f44213d23..3967ec5be7 100644
--- a/gnucash/report/html-utilities.scm
+++ b/gnucash/report/html-utilities.scm
@@ -94,7 +94,7 @@
       (else
        ""))))
 
-(define (gnc:owner-report-text owner acc)
+(define* (gnc:owner-report-text owner acc #:optional date)
   (let* ((end-owner (gncOwnerGetEndOwner owner))
          (type (gncOwnerGetType end-owner)))
     (gnc-build-url
@@ -105,6 +105,7 @@
             ((eqv? type GNC-OWNER-EMPLOYEE) "owner=e:")
             (else "unknown-type="))
       (gncOwnerReturnGUID end-owner)
+      (if date (format #f "&enddate=~a" date) "")
       (if (null? acc) "" (string-append "&acct=" (gncAccountGetGUID acc))))
      "")))
 
diff --git a/gnucash/report/report-utilities.scm b/gnucash/report/report-utilities.scm
index 1ceb1276d8..f5c2f256e3 100644
--- a/gnucash/report/report-utilities.scm
+++ b/gnucash/report/report-utilities.scm
@@ -908,7 +908,13 @@
         (let* ((invoice (gncInvoiceGetInvoiceFromTxn
                          (xaccSplitGetParent (car splits))))
                (lot (gncInvoiceGetPostedLot invoice))
-               (bal (gnc-lot-get-balance lot))
+               (lot-splits (gnc-lot-get-split-list lot))
+               (bal (fold
+                     (lambda (a b)
+                       (if (<= (xaccTransGetDate (xaccSplitGetParent a)) to-date)
+                           (+ (xaccSplitGetAmount a) b)
+                           b))
+                     0 lot-splits))
                (bal (if receivable? bal (- bal)))
                (date (if (eq? date-type 'postdate)
                          (gncInvoiceGetDatePosted invoice)
diff --git a/gnucash/report/reports/aging.scm b/gnucash/report/reports/aging.scm
index ca9f5f31ec..3f364f8bc2 100644
--- a/gnucash/report/reports/aging.scm
+++ b/gnucash/report/reports/aging.scm
@@ -807,7 +807,7 @@ copying this report to a spreadsheet for use in a mail merge.")
 				   (cons
 				    (gnc:make-html-text
 				     (gnc:html-markup-anchor
-				      (gnc:owner-report-text owner account)
+				      (gnc:owner-report-text owner account report-date)
 				      total))
 				    rest))))
 
diff --git a/gnucash/report/reports/reports.scm b/gnucash/report/reports/reports.scm
index 67b2fe51ad..9154a927d2 100644
--- a/gnucash/report/reports/reports.scm
+++ b/gnucash/report/reports/reports.scm
@@ -38,6 +38,7 @@
 (export gnc:payables-report-create)
 (export gnc:receivables-report-create)
 (export gnc:owner-report-create)
+(export gnc:owner-report-create-with-enddate)
 
 (define report-dirs (list
     '(gnucash reports standard) ; prefix for standard reports included in gnucash
@@ -48,7 +49,8 @@
 ; and then load all reports found in the given prefixes
 (let* ((loc (gnc-locale-name))
        (loc-spec (if (string-prefix? "de_DE" loc) 'de_DE 'us))
-       (all-dirs (append report-dirs (list (list 'gnucash 'reports 'locale-specific loc-spec)))))
+       (all-dirs (append report-dirs
+                         `((gnucash reports locale-specific ,loc-spec)))))
       (report-module-loader all-dirs))
 
 (use-modules (gnucash engine))
@@ -86,3 +88,4 @@
 
 (use-modules (gnucash reports standard new-owner-report))
 (define gnc:owner-report-create owner-report-create)
+(define gnc:owner-report-create-with-enddate owner-report-create-with-enddate)
diff --git a/gnucash/report/reports/standard/new-aging.scm b/gnucash/report/reports/standard/new-aging.scm
index c6f497749e..c9fbfa3978 100644
--- a/gnucash/report/reports/standard/new-aging.scm
+++ b/gnucash/report/reports/standard/new-aging.scm
@@ -230,7 +230,9 @@ exist but have no suitable transactions."))
               (else (op-num (car aging1) (car aging2)))))))))
 
     ;; set default title
-    (gnc:html-document-set-title! document report-title)
+    (gnc:html-document-set-title!
+     document
+     (format #f "~a - ~a" report-title (qof-print-date report-date)))
 
     (cond
      ((null? accounts)
@@ -309,7 +311,7 @@ exist but have no suitable transactions."))
                               "number-cell"
                               (gnc:make-html-text
                                (gnc:html-markup-anchor
-                                (gnc:owner-report-text owner account)
+                                (gnc:owner-report-text owner account report-date)
                                 (gnc:make-gnc-monetary comm aging-total)))))
                             (options->address options receivable owner)))))
                       (sort owners-and-aging sort-aging<?))
diff --git a/gnucash/report/reports/standard/new-owner-report.scm b/gnucash/report/reports/standard/new-owner-report.scm
index a71d812e9d..9771c638b6 100644
--- a/gnucash/report/reports/standard/new-owner-report.scm
+++ b/gnucash/report/reports/standard/new-owner-report.scm
@@ -29,6 +29,7 @@
 (define-module (gnucash reports standard new-owner-report))
 
 (use-modules (srfi srfi-1))
+(use-modules (srfi srfi-2))
 (use-modules (srfi srfi-8))
 (use-modules (srfi srfi-9))
 (use-modules (srfi srfi-11))             ;for let-values
@@ -1193,28 +1194,28 @@ invoices and amounts.")))))
  'in-menu? #t)
 
 
-(define (owner-report-create-internal report-guid owner owner-type)
+(define (owner-report-create-internal report-guid owner owner-type enddate)
   (let* ((options (gnc:make-report-options report-guid))
-         (owner-op (gnc:lookup-option options owner-page (owner-string owner-type))))
+         (owner-op (gnc:lookup-option options owner-page (owner-string owner-type)))
+         (date-op (gnc:lookup-option options gnc:pagename-general optname-to-date)))
 
     (gnc:option-set-value owner-op owner)
+    (when enddate
+      (gnc:option-set-value date-op (cons 'absolute enddate)))
     (gnc:make-report report-guid options)))
 
-(define (owner-report-create owner account)
+(define (owner-report-create-with-enddate owner account enddate)
   ;; note account isn't actually used
-  (let ((type (gncOwnerGetType (gncOwnerGetEndOwner owner))))
-    (cond
-     ((eqv? type GNC-OWNER-CUSTOMER)
-      ;; Not sure whether to pass type, or to use the guid in the report function
-      (owner-report-create-internal customer-report-guid owner type))
+  (define guid-alist
+    (list (cons GNC-OWNER-CUSTOMER customer-report-guid)
+          (cons GNC-OWNER-VENDOR vendor-report-guid)
+          (cons GNC-OWNER-EMPLOYEE employee-report-guid)))
+  (and-let* ((type (gncOwnerGetType (gncOwnerGetEndOwner owner)))
+             (guid (assv-ref guid-alist type)))
+    (owner-report-create-internal guid owner type enddate)))
 
-     ((eqv? type GNC-OWNER-VENDOR)
-      (owner-report-create-internal vendor-report-guid owner type))
-
-     ((eqv? type GNC-OWNER-EMPLOYEE)
-      (owner-report-create-internal employee-report-guid owner type))
-
-     (else #f))))
+(define (owner-report-create owner account)
+  (owner-report-create-with-enddate owner account #f))
 
 (define (gnc:owner-report-create-internal
          account split query journal? double? title debit-string credit-string)
@@ -1229,3 +1230,4 @@ invoices and amounts.")))))
 (gnc:register-report-hook ACCT-TYPE-RECEIVABLE #t gnc:owner-report-create-internal)
 (gnc:register-report-hook ACCT-TYPE-PAYABLE #t gnc:owner-report-create-internal)
 (export owner-report-create)
+(export owner-report-create-with-enddate)