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 |
KPI Spreadsheet Line Chart | KPI Analysis Line Chart |
| With Data Grid |
KPI Spreadsheet Comparison Chart |
|
KPI Spreadsheet Comparison | KPI Comparison Line Chart |
| With Data Grid |
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 |