As part of our transition to an online browser app we took the opportunity to convert all report templates to a new modern design. We also renamed them to fit with the new builder and make it easier for new users to find useful reports.

If you're a long time customer however you might know your favourite templates by name and therefore find it difficult to find the new name. Please rest assured every old desktop template has been converted and there is an online equivalent. Use the table below to cross-reference the old desktop templates to the new online templates.

If you do know the name of the template you are looking for, Ctrl+F in this window will open the find function, type in the old template name, and this will help you to find the new online name within the list below.

On the left are all the desktop app templates listed in the order you'll find them in the desktop app. Once you find your template on the left the corresponding online template name is listed on the right.

Please note that some templates in the online side are now considered variants of a primary template. Variants on the right are indented and in Italic. To find a variant your should search for the Bold primary template and select the variant name from the drop-down. More details on template selection can be found in the Select a Report Template help note.

Desktop Template

Online Template

Profit and Loss Statement

Profit and Loss Statement

P&L Statement

Profit and Loss with Last Year Actual

P&L with Variance vs Last Year

Profit and Loss with Last Year (no variance)

With Last Year

NZ Tier 3 Analysis of Revenue and Expenses

NZ Tier 3 Analysis of Revenue and Expenses

NZ Tier 4 Receipts and Payments

NZ Tier 4 Receipts and Payments

Balance Sheet

Balance Sheet

Balance Sheet

Balance Sheet with Comparison

Balance Sheet with Prior Period

Balance Sheet with Last Year Actual

Note: Template was not migrated as it is not required. Use Balance Sheet with Prior Period. Set Comparison period accordingly. i.e. Relative -12.

Multi-Org Comparison 6 Columns

Balance Sheet Multi-Org Comparison 6 Columns

Multi-Org Comparison 12 Columns

12 Columns

Multi-Org Comparison 24 Columns

24 Columns

NZ Tier 3 Statement of Financial Position

NZ Tier 3 Statement of Financial Position

NZ Tier 3 Analysis of Assets and Liabilities

NZ Tier 3 Analysis of Assets & Liabilities

NZ Tier 4 Resources and Commitments

NZ Tier 4 Resources & Commitments

Trial Balance

Trial Balance

Trial Balance

Trial Balance with Month and YTD

With Month & YTD

Statement of Cashflows

Statement of Cashflows (Indirect)

Cashflow Statement (Indirect)

Cashflows with Last Year Actual (Indirect)

With Variance vs Last Year

Cashflows with Last Year Actual (no variance)

With Last Year

NZ Tier 3 Statement of Cash Flows

NZ Tier 3 Statement of Cash Flows

Budget Analysis

Percentage Variance

Budget Analysis with % variance

Full Financial Year Budget

With Full Financial Year Budget

Full Calendar Year Budget

With Full Calendar Year Budget

Full Financial Year Variance

With Full Financial Year Variance

Full Calendar Year Variance

With Full Calendar Year Variance

Budget Summary

Budget Summary

Actual vs Budget and Last Year

Percentage Variance

With % Variance

Last Year Actuals

With Full Last Year Actuals

Actuals Variance

% Variance vs Last Year & Budget

Budget Analysis - Percentage of Sales

Actual & Budget % of Sales

Actuals Variance - Percentage of Sales

With Last Year Actuals

Budget Summary (A4)

Actual vs Budget

Budget Summary with Next Month Budget

With Next Month & Annual Budget

Summary Operating Statement

Actual & Full Year Forecast vs Budget

Unspent Budget

Budget Summary (Unspent)

With Current & YTD Variance

NZ Tier 3 Statement Of Financial Performance

NZ Tier 3 Statement Of Financial Performance

Statement of Service Performance

NZ Tier 3/4 Statement of Service Performance

Budget Summary (2 budget version)

Approved vs Forecast Budget

Actual vs Current Budget (2 Annual Budgets)

YTD Approved vs Forecast Budget

YTD vs Current and Approved Budget Versions

Spreadsheet Profit & Loss

Spreadsheet Variance 12 Months

P&L with Projected Total vs Budget (12 Months)

Spreadsheet Variance 4 Quarters

4 Quarters

Reforecast Unspent Budget Spreadsheet

P&L Reforecast Unspent to meet Budget

Spreadsheet Variance with Last Year Forecast

P&L vs Last Year Actual/Forecast (12 Months)

Spreadsheet Variance with Last Year Budget

vs Last Year Budget (12 Months)

Budget Spreadsheet 12 Months

P&L with Projected Total (12 Months)

Budget Spreadsheet 4 Quarters

4 Quarters

Budget Spreadsheet 24 Months

24 Months

Budget Spreadsheet 5 Years

5 Years

Budget Spreadsheet 10 Years

10 Years

Spreadsheet Profit & Loss (2 budget versions)

Spreadsheet Forecast Revised

P&L Revised vs Approved (12 Months)

Spreadsheet Balance Sheet

Balance Sheet (with Closing Balances)

Balance Sheet with Projected Total vs Budget (12 Months)

Balance Sheet 4 Quarters (with Closing Balances)

4 Quarters

Balance Sheet 24 Months (with Closing Balances)

24 Months

Balance Sheet 5 Years (with Closing Balances)

5 Years

Balance Sheet 10 Years (with Closing Balances)

10 Years

Spreadsheet Balance Sheet (2 budget versions)

Balance Sheet Revised (with Closing Balances)

Balance Sheet Revised vs Approved (12 Months)

Unspent Budget

Unspent Budget

Unspent Budget

Budget Vs. Actual

Budget vs Actual Monthly

Actual & Budget (12 months)

Budget vs Actual Six Months

6 Months

Budget vs Actual Quarterly

4 Quarters

Budget vs Actual Five Years

5 Years

Notes

Notes

Budget Comments

Account Analysis

Account Analysis

Account Analysis

Cost Centre Summary

Cost Centre Summary

Business Unit - Net Profit Summary

Cost Centre Variance

Cost Centre Variance

Business Unit - Account Type Summary

Cost Centre Budget Summary

Cost Centre Budget Summary

Business Unit - Income & Expense Summary

Cost Centre Comparison

Cost Centre Comparison 6 Business Units

P&L Comparison (6 Columns)

Cost Centre Comparison 12 Business Units

12 Columns

Cost Centre Comparison 24 Business Units

24, 50, 100 Columns

Balance Sheet Forecast

Balance Sheet Forecast One Year

Balance Sheet Forecast 1 Year, Monthly

Balance Sheet Forecast Two Years

2 Years Quarterly

Balance Sheet Forecast Three Years

3 Years Quarterly

Balance Sheet Forecast Four Years

4 Years Annually

Balance Sheet Forecast Five Years

5 Years Annually

Balance Sheet Forecast Six Years

6 Years Annually

Balance Sheet Forecast Ten Years

10 years Annually

Cashflow Forecast

Cashflow Forecast One Year

Cashflow Forecast 1 Year, Monthly

Cashflow Forecast Two Years

2 Years Quarterly

Cashflow Forecast Three Years

3 Years Quarterly

Cashflow Forecast Four Years

4 Years Annually

Cashflow Forecast Five Years

5 Years Annually

Cashflow Forecast Six Years

6 Years Annually

Cashflow Forecast Ten Years

10 Years Annually

Bank Movement Spreadsheet

Bank Movement Spreadsheet

Bank Movement (12 Months)

Bank Movement Analysis

Bank Movement Analysis

Bank Movement with % Variance

NZ Tier 4 Statement of Receipts and Payments

NZ Tier 4 Statement of Receipts and Payments

Where Did Our Money Go?

Where Did Our Money Go?

Where Did Our Money Go?

Discrepancy Analysis

Discrepancy Analysis

Budget Discrepancy Analysis

Discrepancy Analysis Debits/Credits

By Debits/Credits

Budget Spreadsheet Chart

Budget Spreadsheet Chart (No Labels)

Accounts Analysis Bar Chart

Budget Spreadsheet Chart

With Labels

Budget Spreadsheet Line Chart

Accounts Analysis Line Chart

Cashflow Forecast Chart

Cashflow Forecast Chart (No Labels)

Cashflow Forecast Chart

Cashflow Forecast Chart

With Labels

Cashflow Forecast Chart (2 budget versions)

Cashflow Scenarios Chart (No Labels)

Cashflow Scenarios Line Chart

Cashflow Scenarios Chart

With Labels

Bank Movement Waterfall Chart

Bank Movement Waterfall Chart (No Labels)

Bank Movement Waterfall Chart

Bank Movement Waterfall Chart

With Labels

Net Worth Chart

Net Worth Chart (No Labels)

Net Worth Chart

Net Worth Chart

With Labels

Where Did Our Money Go? Chart

Where Did Our Money Go Chart (No Labels)

Where Did Our Money Go? Chart

Where Did Our Money Go Chart

With Labels

KPI Spreadsheet Chart

KPI Spreadsheet Chart

KPI Analysis Bar Chart

With Data Grid
Note: New template to replace Data grid option in desktop report criteria.

KPI Spreadsheet Line Chart

KPI Analysis Line Chart

With Data Grid
Note: New template to replace Data grid option in desktop report criteria.

KPI Spreadsheet Comparison Chart

KPI Spreadsheet Comparison

KPI Comparison Line Chart

With Data Grid
Note: New template to replace Data grid option in desktop report criteria.

Spreadsheet Trend Chart

Spreadsheet Trends Chart (No Labels)

Account Trends Stacked Bar Chart

Spreadsheet Trends Chart

With Labels

Account Breakdown Chart

Account Breakdown Chart (No Labels)

Account Breakdown Pie Chart

Account Breakdown Chart

With Labels

Cumulative Accounts To Budget Chart

Cumulative Accounts To Budget Chart (No Labels)

Cumulative Actuals to Budget Chart

Cumulative Accounts To Budget Chart

With Labels

Breakeven Analysis Chart

Breakeven Analysis Chart

Breakeven Analysis Chart

Accounts By Business Unit Chart

Accounts By Business Unit (No Labels)

Accounts by Business Unit Pie Chart

Accounts By Business Unit

With Labels

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