--- title: New Reports Experience description: Explains to users how the new Reports UI works. They can opt in to use new search and filter tools on all of their organization's reports and toggle back to classic reporting. --- [Skip to content](https://docs.waterly.com/new-report-screen#main-content) ![SCR-20260717-mtjh](https://docs.waterly.com/hs-fs/hubfs/SCR-20260717-mtjh.png?width=200&height=55&name=SCR-20260717-mtjh.png) - [Contact Support](https://2b4ch.share.hsforms.com/21TyyB1IzTKK-0eJ9A_2JRg) Open main navigation Close main navigation - [Contact Support](https://2b4ch.share.hsforms.com/21TyyB1IzTKK-0eJ9A_2JRg) - [Go to www.waterly.com](https://www.waterly.com/) [Go to www.waterly.com](https://www.waterly.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Waterly Docs](https://docs.waterly.com/?hsLang=en) 2. [Waterly - Rounds](https://docs.waterly.com/waterly-rounds?hsLang=en) 3. [Reporting, Exporting](https://docs.waterly.com/waterly-rounds?hsLang=en#reporting-exporting) # New Reports Experience ### Background: Traditionally, report access in Waterly has been organized at the individual system level within an organization. For example, an organization like Anytown, USA may include both a water system and a wastewater system. To access water reports you would need to swith back and forth between both systems to get the appropriate reports. This made accessing reports for multiple systems a time consuming  process. ![ChatGPT Image Apr 22, 2026, 09\_45\_01 AM](https://docs.waterly.com/hs-fs/hubfs/ChatGPT%20Image%20Apr%2022%2c%202026%2c%2009_45_01%20AM.png?width=488&height=366&name=ChatGPT%20Image%20Apr%2022%2c%202026%2c%2009_45_01%20AM.png) This update introduces a **new reporting experience** in Waterly Rounds that expands report access from a single-system view to an organizational one. It creates an organizational "reports dashboard" that brings together reports from all of the systems you have permission to access. By going to Reports, **you can now view reports across all assigned systems from one screen** and use that centralized dashboard to filter, preview, create, and edit reports more efficiently. ![ChatGPT Image Apr 22, 2026, 09\_56\_05 AM](https://docs.waterly.com/hs-fs/hubfs/ChatGPT%20Image%20Apr%2022%2c%202026%2c%2009_56_05%20AM.png?width=670&height=503&name=ChatGPT%20Image%20Apr%2022%2c%202026%2c%2009_56_05%20AM.png) This creates a simpler way for teams managing multiple systems, including contract operations teams and multi-utility owners, to work across monthly operating reports, compliance reports, chemical inventory reports, and analytical reports without moving system by system. The new organizational reporting experience in Waterly Rounds gives users a centralized view of reports across the systems they have permission to access. From one dashboard, teams can filter, preview, create, and edit reports more efficiently. Brief note about Analytical Reports: Waterly Analytics is a separate reporting feature that helps organizations turn large volumes of operational data into dashboards and custom reports. By bringing together data from across systems and sources, it supports deeper analysis and more informed decision-making than standard reporting alone. For more information about Waterly Analytics, contact sales@waterly.com.   ### Enable/Disable the New Experience To enable the new reporting experience navigate to reports and select "Preview Now" in the top right. ![Screenshot 2026-04-21 at 2.55.47 PM](https://docs.waterly.com/hs-fs/hubfs/Screenshot%202026-04-21%20at%202.55.47%20PM.png?width=670&height=190&name=Screenshot%202026-04-21%20at%202.55.47%20PM.png) ![Screenshot 2026-04-21 at 2.56.17 PM](https://docs.waterly.com/hs-fs/hubfs/Screenshot%202026-04-21%20at%202.56.17%20PM.png?width=412&height=252&name=Screenshot%202026-04-21%20at%202.56.17%20PM.png)This will pop open a confirmation where you can choose to continue on to the new report experience or choose to stay in classic.  Note that this is only changing the setting for your user account in this particular browser and that you can always toggle this experience back to classic mode.    Go back to classic mode by clicking "Go Back to Classic Reporting" in the top right of the new experience.  ### ![Screenshot 2026-04-21 at 3.05.27 PM](https://docs.waterly.com/hs-fs/hubfs/Screenshot%202026-04-21%20at%203.05.27%20PM.png?width=670&height=166&name=Screenshot%202026-04-21%20at%203.05.27%20PM.png) ### Navigation Changes Once the new reporting experience is enabled you will see a few small changes to the navigation experience. ![](https://docs.waterly.com/hs-fs/hubfs/image-png-Apr-22-2026-08-19-13-9908-PM.png?width=350&height=201&name=image-png-Apr-22-2026-08-19-13-9908-PM.png) 1\. There is now a Data Entry item in the menu. Clicking this will bring you to the normal site navigation screen. 2\. The System Selector has been moved below the navigation menu.   ### Using Search and Filters for ALL your Reports ![](https://docs.waterly.com/hs-fs/hubfs/image-png-Apr-24-2026-01-42-00-4728-PM.png?width=219&height=299&name=image-png-Apr-24-2026-01-42-00-4728-PM.png)Here the filtering tool is showing that you can access all the reports across the systems you have access to.  Now that you can see all your reports in one place anm use search and filtering tools to manage and find all your reports. Search and Filter terms work together to narrow your results. In the example below you can see that we are narrowing our results to site reports that contain the word "small". ![](https://documents.lucid.app/documents/e2407cba-3c01-4dbb-8b21-588d904219f4/pages/0_0?a=1966&x=11459&y=-1003&w=796&h=502&store=1&accept=image%2F*&auth=LCA%20da17dac77d216dc77434914fefa6ea8fc5eedf80ecd7796af939c6602cfdf3e3-ts%3D1777036847)![](https://documents.lucid.app/documents/e2407cba-3c01-4dbb-8b21-588d904219f4/pages/0_0?a=1988&x=12397&y=-746&w=259&h=228&store=1&accept=image%2F*&auth=LCA%20f4d4df0742f62c7e781f6e7195dadb5780f405cde9da3e29799317de68f0a8d4-ts%3D1777036847) At any point in working with filters and searches you can clear out all your criteria. Clicking **Clear Filters** will reset the page to show all reports that you as a user have access to.   ### Bookmarking your views In order to save a particular view of reports, all you need to do is enter your search and filter  down to your preferred view and then save this page as a book mark in your browser. The search and filtering terms will be preserved in your bookmark allowing you to return back to this view without having to recreate the filters.  ### Working with Reports ![](https://docs.waterly.com/hs-fs/hubfs/image-png-Apr-24-2026-01-50-01-3229-PM.png?width=163&height=60&name=image-png-Apr-24-2026-01-50-01-3229-PM.png) To the right of each report you will see a series of icons that will allow you to Edit, View, and Download (PDF or Excel) each report. ### Creating New Reports Once you toggle the screen to edit mode will then see the button to "Create a New Report". Clicking this will open up this screen where there is a slight change to creating a report.  ![](https://docs.waterly.com/hs-fs/hubfs/image-png-Apr-24-2026-01-59-12-6193-PM.png?width=320&height=199&name=image-png-Apr-24-2026-01-59-12-6193-PM.png)You will need to select the system and report type. Clicking "**Create**" will take you to the normal report editing screen.      - [Waterly - Rounds](https://docs.waterly.com/waterly-rounds?hsLang=en#main-content) - [Reporting, Exporting](https://docs.waterly.com/waterly-rounds?hsLang=en#reporting-exporting) - [Org, Systems, Users, and Security](https://docs.waterly.com/waterly-rounds?hsLang=en#org-systems-users-and-security) - [Editing Sites (FlexSites, Processes, Components, and Metrics)](https://docs.waterly.com/waterly-rounds?hsLang=en#editing-sites-flexsites-processes-components-and-metrics) - [General](https://docs.waterly.com/waterly-rounds?hsLang=en#general) - [User Settings](https://docs.waterly.com/waterly-rounds?hsLang=en#user-settings) - [Coming Soon!](https://docs.waterly.com/waterly-rounds?hsLang=en#coming-soon) - [Historical Software Updates](https://docs.waterly.com/historical-software-updates?hsLang=en#main-content) - [Update Log](https://docs.waterly.com/historical-software-updates?hsLang=en#update-log) - [Waterly Self Service](https://docs.waterly.com/waterly-self-service?hsLang=en) [![RGB\_Waterly\_Logo\_Stacked\_Gradient](https://docs.waterly.com/hs-fs/hubfs/RGB_Waterly_Logo_Stacked_Gradient.png?width=75&height=45&name=RGB_Waterly_Logo_Stacked_Gradient.png "RGB_Waterly_Logo_Stacked_Gradient")](https://www.waterly.com) Waterly, Inc Copyright © 2026, Waterly