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 will open the find function, type in the old template name, and this will help you to find the new 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 TemplateOnline 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
NoteTemplate 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 BudgetUnspent 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
Business Unit Comparison (6 Columns)
Cost Centre Comparison 12 Business Units
        12 Columns
Cost Centre Comparison 24 Business Units
        24 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